Services for the Education Sector

Audit and Assurance Services

  • Financial statement audits, reviews, compilations and other attest services
  • OMB Uniform Guidance Audit (student financial aid, research and development, USDA loans and other major programs)
  • 403(b) and 401(a) plan audits and compliance assistance
  • New accounting standards assistance
  • Accounting advisory services 
  • Audit preparation services
  • General business consulting
  • NCAA agreed-upon procedures
  • Compliance audits (RACP, DCED)
  • Internal controls assessments
  • Accounting policy review
  • Review of financial reports and tax compliance matters related to endowments and investment portfolios
  • Program profitability studies
  • Bond offering services (taxable and tax-exempt)
  • Data analytics

Internal Audit and Risk Advisory Services

  • Enterprise risk management
  • Third party (vendor) risk management
  • Outsourcing and strategic sourcing
  • Compliance review
  • Fraud risk assessment
  • Process and control optimization
  • Risk assessments
  • Data mining
  • Quality assurance review
  • IT audits
  • Information security

Tax Services

Compliance Matters

  • Form 990 and 990-T preparation and review
  • Analysis of uncertain income tax positions
  • Unrelated business income
  • Joint ventures and partnership reporting
  • Supporting organizations
  • Substantiation of charitable contributions
  • State and local tax exemption and compliance
  • Charitable solicitation registration
  • Foreign investment reporting
  • Non-resident alien reporting
  • Federal tax audits
  • Governance and Policy Tax Matters
  • Conflict-of-interest policy and management
  • Fringe benefits and compensation matters
  • Board education
  • Intermediate sanctions

Auxiliary and Investment Activities

  • Unrelated business income activities
  • Alternative investment compliance
  • Joint ventures
  • Shared service agreements
  • For-profit subsidiaries
  • Corporate restructuring
  • Transaction analysis

State and Local Tax Matters

  • Sales and use tax compliance review
  • Sales and use tax refund review
  • Uncertain income tax position compliance
  • Realty exemption challenges
  • Legislative assistance

Technology Services

  • Software implementation and support focused on higher education solutions (experience with Banner, Datatel, Jenzabar, Oracle, J.D. Edwards, Lawson, Ellucian, Great Plains and more)
  • GDPR compliance 
  • HIPPA compliance
  • FERPA compliance
  • PCI compliance
  • Data visualization and KPIs
  • Data warehouse selection, readiness and implementation
  • Robotic process automation readiness and implementation
  • simpLEASE
  • Software selection services
  • Disaster recovery and business continuity planning
  • Productivity and process improvement
  • Project management
  • IT strategic planning
  • Implementation of budget management solutions
  • Information security risk assessment review
  • Information technology governance
  • Cyber security assessments (penetration testing, vulnerability scanning, social engineering, infrastructure assessments and firewall vulnerability assessments) 

Business Advisory Services

  • Due diligence services
  • Merger and acquisition advisory
  • Executive compensation review and benchmarking

Schneider Downs Wealth Management Advisors

Schneider Downs Staffing

case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.
our thoughts on
Higher Education Implications Under a Biden Administration
DOE Announces Changes to HEERF Guidance
Lost Revenues under HEERF Defined
What is lost revenue according to the Department of Education?
Department of Education Issues HEERF Clarifications to Common Questions
contact us
Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102

[email protected]
p:571.380.9003