Our professionals bring a deeper, tailored level of expertise to educational institutions.

Educational institutions are facing more and more complex financial issues, from the development of supplemental revenue streams to ever-changing regulatory controls and government funding changes.
Warren Averett is committed to meeting the needs of educational institutions. Whether it’s working with management or Board of Trustees members, our dedicated accounting professionals will assist you in navigating issues related to financial reporting, tax-exempt status and grant compliance.

By working with your institution, Warren Averett will find ways to help save you money, stay in compliance and plan for your future.

  • Financial statement audits
  • Single audits
  • Foundation audits
  • Audits of employee benefit plans
  • Attest engagements, such as NCAA or Department of Education agreed upon procedures
  • Application for exempt status
  • Forms 990, 990-T, 5500 preparation
  • Preparation of state filings
  • Representation before the Internal Revenue
  • Service/state agencies
  • Planning and consulting in relation to:
    • Unrelated business activities
    • Debt-financed income
    • Private inurement
    • Excess benefit transactions
    • Special event/fundraiser reporting
  • Accreditation compliance consulting
  • Assistance with federal, state or accreditor monitoring reports
  • Institutional investing
  • Strategic planning
  • Internal control and process evaluation
  • Peer benchmarking, budget modeling and data analytics
  • Software system assessments and implementation
  • Compensation review
  • Policy development
  • Board training
  • Enterprise risk management consulting
  • IT General Controls Review
  • Technology Security Services, penetration and vulnerability testing
  • Employee benefit plan consulting

Meet Our Education Team

Learn more about our team members’ expertise, insights, and how we can help you thrive.

Insights

Contact us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!

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