Serving Private and Charter School Systems
"Supporting Academic Excellence with Expert Financial Guidance"
Our CPA firm supports the school systems in fostering academic excellence, creativity, and financial sustainability. We empower educational institutions with expert financial guidance, compliance support, and strategic planning to ensure long-term success and stability.
Choosing an accounting firm that understands the financial and operational challenges of the school systems is crucial
When you hire accounting and tax experts specializing in education finance, you gain more than just a standard business accounting firm—you gain a dedicated partner with deep expertise in school funding, budgeting, and regulatory compliance to help you navigate financial complexities with confidence.
We also address education-specific financial challenges, including state and local funding opportunities, grant compliance, and tax-exempt financing, along with expertise in budgeting regulations, capital project accounting, and sales and use tax considerations.
Operational Safeguards
Audit, Review, and Compilation Services
Cost Segregation Analysis
Sales and Use Tax
Payroll Issues
Cash Flow Projections
Revenue Forecasting
Financing Assistance Options