School Districts

The accounting services team plays an essential role in the ability of a school district to provide quality education. As the largest category of state and local entities in the number of employees and total funding, school districts must meet numerous compliance and reporting requirements.  

With experience serving more than 100 educational institutions and school districts over several decades, Lumsden McCormick provides external and internal auditing services to school districts, charter and private schools, and public and private colleges and universities.   

Our CPAs and government and school district industry experts have deep industry expertise in this specialty area. We travel to Albany on a regular basis, are involved with local and statewide school associations, and provide associates with specialized training each year. With all of this experience, we know what changes will impact school districts and proactively prepare for them. 

We serve a wide variety of school districts, from small, rural districts to those with thousands of employees and revenues in excess of $150 million. These diverse experiences have provided us with a thorough understanding of the financial, reporting, and operational challenges facing school districts. Our team proactively answers questions and provides insightful advice on property tax caps, reserve requirements, and compliance with NY’s Five Point Plan.   
 
Our school district services include: 

Audit and Assurance Services 

Consulting Services 


Exempt Organizations Conference

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics. Visit our Events page for more information; details to follow. Contact Maria Gambacorta with further questions. 

For more information about our audit, accounting, and consulting services for school districts, contact Sara Dayton or complete the form below.  

Services Leaders

Sara Dayton

Sara M. Dayton, CPA

Partner
Elizabeth Krause

Elizabeth S. Krause, CPA

Manager
Jonathan Roller

Jonathan L. Roller, CPA

Principal
John Schiavone

John P. Schiavone, CPA

Partner
Mary Young

Mary F. Young, CPA, CIA

Manager

Upcoming Events

2019 Lumsden McCormick Recruitment Open House

2019 Lumsden McCormick Recruitment Open House

September 19, 2019

Register today to attend our 2019 Recruitment Open House!

Learn More
Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

Business Development Incentives for Manufacturers Webinar with Invest Buffalo Niagara

September 25, 2019

Understand what opportunities are available to help your business grow such as 0% state corporate income tax. Ask Cory and Alan questions at the end of this informational webinar.

Learn More
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