Higher Education Consulting, Accounting and Advisory Services

Educational institutions have more opportunities today than ever before. But with positive changes—like expansion, new revenue streams and enhanced technology—come equally large challenges. Complex financial issues, changing regulatory controls and cyberthreats can quickly become a massive burden on your institution. Finding a higher education consulting firm with the right expertise is essential.

FRESH, DATA-DRIVEN IDEAS

Long-term success depends on understanding and applying your financial data correctly right now. Get stronger insights from your advisors that lead to greater success for your institution’s next big plan.

SIMPLIFIED COMPLIANCE

Access advice for potential financial and operational improvements while avoiding the issues that could lead to loss of funding, reputational damage, financial penalties or legal action.

DEEP EXPERTISE AND INTEGRITY

Make better-informed financial decisions for your higher education institution based on insight from our advisors that you’ll know is both technically accurate and formulated in your best interest.

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Higher Education Consulting, Accounting and Advisory Services

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Higher Education Consulting Services

Warren Averett’s higher education consulting services are both comprehensive and customized specifically for the needs of educational institutions. We know that educational institutions have complex financial distinctions, regulatory requirements and accounting needs that require a different approach than any other type of organization. You can be sure that our higher education consulting professionals are fully committed to providing you with the thorough and specific support you need.

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Meet your requirements today, and invest in your higher education institution’s future tomorrow.

  • Audits
  • Tax (990) review or preparation
  • Uniform Guidance Audits A-133
  • Audits of employee benefit plans
  • Audit or tax services for related foundations
  • Attest engagements, such as NCAA agreed-upon procedures
  • Development of accounting policies and procedures
  • Internal control and process evaluation
  • Strategic planning
  • Budgeting and forecasting models
  • Data analytics and modeling
  • Tax planning and compliance
  • Program and project management support
  • Software system assessments and implementation
  • Compensation review
  • Policy development
  • Technology consulting and outsourcing
  • Benefit plan design and administration
  • Executive placement and staffing and recruiting

Meet Your Credentialed Higher Education Consulting Professionals

Partnering with Warren Averett means having access to a dedicated team of higher education consulting professionals who can help you navigate complex financial and accounting issues, save money, stay in compliance, and plan for the future. Let us be a partner in your success.

Our Higher Education Industry Connections

Our firm is an active participant in the higher education industry, maintaining affiliations with associations like the National Association of College and University Business Officers and the Southern Association of College and University Business Officers. As a member of the BDO Alliance USA, Warren Averett can also access additional specialty services and resources for our higher education consulting clients.

Our Approach to Higher Education Consulting

Why do we love serving higher education institutions? Because we know you’re creating a stronger future. We find great value and honor in being a small extension of your team that’s working together toward your goals. We focus on providing you with efficient service and consulting guidance, so you can focus on the core of your mission.

Our Expertise in Serving Educational Institutions

Our team of higher education consulting experts has experience handling complex organizations with multiple components, and we have provided a combination of audit, tax and consulting services to many educational and related institutions. Our expertise includes foundations, alumni associations, real estate entities, GASB audits and Single Audits in accordance with the Uniform Guidance and Government Auditing Standards (Yellow Book). Warren Averett’s higher education consulting team is one of the largest providers of Single Audits in the Southeast.

We have many years of experience working with entities under common management. We understand not just the accounting and reporting implications, but also how to navigate the often-political waters. We are familiar with the auditing standards related to group audits and understand the importance of meeting deadlines while providing a quality audit to be relied upon by oversight agencies.

Our higher education consulting team also serves a variety of entities that have outstanding bond issues and has been recognized by various bond insurers, bond underwriters, bond trustees and bond counsels for our experience with entities that participate in the tax-exempt bond market. We are also experienced in helping clients with municipal/governmental bond issues during an auditor transition.

In addition to formal training programs, we continue to expand our higher education consulting expertise through day-to-day interaction with our higher education clients, standard setters, funders and accreditors. Many of our team members spend a significant amount of their year working with educational organizations, which has provided our firm with deep experience in the daily issues and opportunities of the higher education industry.

“[We receive] open communications and assistance during annual financial and Uniform Guidance and throughout the year with questions regarding new GASB requirements, etc.”

Susan Hayes University of Montevallo

Ready to Connect with Your Advisor?

Phone: 800.759.7857

Start working toward saving money, staying in compliance and planning for your future. Connect with a member of our higher education consulting team to get started.

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