Education Services

Our extensive experience within education and the educational services industry makes us uniquely qualified to best serve you.

Education Advisory Services

CPA & Advisory Services for Education Organizations

Educational Service Organizations play a key role in the economic and efficient delivery of a wide range of educational support and program services. Their sustainability lies in making ongoing strategic decisions that account for both mission impact and financial viability.

AAFCPAs has significant experience working with Educational Service Organizations on a local and national level, including experience with diverse private, federal and state funders of these programs.

We serve diverse education clients spanning educational services organizations, higher education, charter schools and charter management organizations, independent schools, and chapter 766 schools. Our extensive experience within the education industry makes us uniquely qualified to serve you.

Education Finance & Advisory

Strategic Advisory for Educational Service Organizations

In addition to best-value assurance and exceptional tax expertise, AAFCPAs provides proactive guidance on areas critical to the success of educational service organizations. We advise on internal control best practices for national and multi-site programs, identify cost-saving opportunities, evaluate overhead structures, and adapt financing options to meet evolving organizational needs. We also present key financial ratios and benchmarking compared to other educational service organizations, provide guidance on upcoming regulatory changes, and evaluate financial and personnel resource allocations.

Our team offers advisory services for tax-exempt bonds and other tax credit financing programs, as well as financial training for trustees, management, and personnel. We also deliver outsourced accounting and fractional CFO solutions, from cloud-based bookkeeping to high-level CFO oversight.

Additional services include business performance, internal controls, and IT advisory; institutional investment advice, money management, financial planning and consulting; executive deferred compensation and retirement plan consulting; succession planning; fiduciary guidance and investment advisory for employee benefit plan sponsors; and technical accounting advisory, including implementation of new accounting standards, assistance with complex operational and financial transactions, and audit preparation.

AAFCPAs understands the education industry and its particular business and operational challenges, including funding and regulatory issues. We will provide pragmatic recommendations beyond compliance, guided by you and the strategic interests of your agency.

Our clients consider us a best-value CPA firm because we provide the ideal combination of expertise, service, and price.

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Watch now. AAFCPAs’ Nonprofit Seminar OnDemand is full of actionable insights and strategies tailored to nonprofit leaders and finance professionals.

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Every situation is unique. We look forward to speaking with you to determine how we may best solve your needs.