Education

RBT CPAs staff have children attending schools throughout the Hudson Valley, in New York state, and beyond. Many of our colleagues graduated from New York-based institutions of higher education, which serve as a valued talent pipeline. As such, we have unique insights and a vested interest in using our accounting, tax, audit, and advisory services expertise to promote the fiscal responsibility, regulatory compliance, and overall financial well-being of our education clients.

With enrollment decreasing, the staffing shortage, fast pace of technology change, cybersecurity threats, community involvement and demands, growing federal and state legislation, and more, our education clients are challenged like never before.

We understand the unique challenges and demands educational institutions and school district’s face. Whether you operate a private school, charter school, school district, college/university, or trade school, the RBT CPAs team is ready to help you take care of finances and related responsibilities, so you can focus on what you do best.

Our team has the specialized knowledge and skills to work with you on a per-service basis alongside your internal accounting resources or as your full-service accounting and tax department and advisor. Customized services and solutions include:

Accounting services and solutions
Audits – internal, external, employee benefit, etc. – and resolution of findings
Bookkeeping
Budgeting and forecasting
Financial compliance
Financial statement preparation and reporting
Monitoring and mitigating risks
Tax planning, filing, and reporting (as applicable to nonprofit schools)
Property tax cap requirements
Unrelated Business Income tax assessment and consulting (as applicable to nonprofit schools)
Financial assessments and management for efficiency and process improvements
Risk assessments and internal control evaluations

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We are members of the Association of School Business Officials (New York), and the Public Schools Committee of the New York State Society of Certified Public Accountants. What’s more, our RSM alliance membership gives us access to an abundance of additional resources, information, and knowledge in the education sector.

RBT CPAs has proudly served Hudson Valley, New York, and northeastern state clients for over 50 years. 100% of our work is completed by RBT CPA resources. We never offshore work. We simply believe that hiring local talent and giving back to the communities where we live and work is the right thing to do. As a result, when you engage with RBT CPAs, you can be confident your organization’s financial information is handled with the highest levels of professionalism, ethics, and security, from start to finish.

To learn more about how we can support your accounting, tax, audit, and advisory needs, reach out to one of our experts today. You and RBT CPAs can be Remarkably Better Together.