Whether you are a college or university, a public school district, charter school or not-for-profit K-12 school, fiscal responsibility and operational effectiveness are among your top priorities. You need an accounting firm that helps you identify and respond to the financial challenges and opportunities facing your institution today and in the future. Our experienced professionals provide customized assurance, tax and consulting solutions to some of the largest and most complex educational institutions in the Southeast.

Assurance Services

  • Financial audits
  • Single audits
  • Agreed upon procedures
  • Internal audit development and evaluation
  • Forensic auditing
  • Operational efficiency and supporting services audit
  • 403 (b) plan audits
  • Grants management and compliance

Consulting Services

  • Internal control evaluation
  • Human resource management
  • Fundraising program accounting
  • Donor and estate planning
  • Information systems analysis
  • Strategic and sustainability planning
  • Indirect cost allocation plans
  • Enterprise risk management
  • Investment valuation
  • Financial modeling
  • Board training

Tax Services

  • Form 990 preparation
  • Tax exempt status applications
  • Unrelated business income analysis
  • Private Foundations (990-PF and excise tax planning)

Accounting Solutions

  • Accounting, payroll and reporting assistance
  • Accounting manuals
  • Fundraising program accounting
  • Human resource management
  • QuickBooks consulting and training for not-for-profit organizations