Educational Institutions

Charter Schools

Our association with charter schools began with the formation of the first charter school in Western New York and has continued to grow as the charter school sector has expanded. Today, we serve numerous charter schools and related organizations, helping them maintain financial transparency, regulatory compliance, and operational efficiency through audit and assurance, tax, and outsourced accounting and advisory services.

Compliance Requirements

Compliance Requirements


We provide the expertise and resources school leaders need to maintain financial clarity, stability, and compliance. From annual financial statement audits to Single Audits, Uniform Guidance compliance, and Government Auditing Standards requirements, we help charter schools navigate complex financial reporting obligations while staying focused on student success and growth.

Latest Insight

California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027

Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]

Services