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Education

Navigate the future of education with vision to help achieve your mission.
#1

Provider of audits to higher education institutions*

#1

Form 990 preparers for higher education institutions**

500+

Education clients served

Identify opportunities that can help your institution excel.

No matter how much dedication and intention your team brings, your school faces issues that can become obstacles to your trajectory. From a decline in enrollment and revenue to concerns about resource allocation, the ever-changing landscape of education requires strategic planning and smart pivoting.

FORVIS’ assurance, tax, and consulting services can help you make positive and powerful changes. We work from the ground up, performing a full academic portfolio review, collecting and analyzing data, and producing an extensive and custom strategic plan. That plan includes potential opportunities, recommendations for meeting student needs, and a road map for next steps.

From preschool through universities, our team works with hundreds of educational institutions, demonstrating deep industry knowledge. We stay ahead of trends and share our experience through FORsights™ articles, webinars, and newsletters.

We’re not a “one-and-done” service—we’re your dedicated collaborator. Our skilled professionals are committed to reliable and consistent communication, providing you with guidance to help your school stay on track with your goals. We’re committed to providing an Unmatched Client Experience®—we listen, respond, and consult with purpose—to help your school achieve its mission.

Higher Education

From regulatory demands to increased competition, the challenges for higher education leaders have never been greater.

Our extensive experience with colleges and universities means you work with a highly qualified team that’s passionate about helping address your unique challenges.

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Independent Schools

As demand and demographics shift, private school leaders must adapt to stay competitive.

FORVIS collaborates with more than 120 independent, religious, and charter schools around the country. We have a passion for helping clients create better systems for private and independent schools.

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  • *2023 Federal Audit Clearinghouse Data
  • **According to CauseIQ

Trusting your internal numbers is essential for being confident in your decisions. We provide effective and efficient audits and go beyond by answering your deeper questions. Our services include:

  • Financial Statement Audits, Reviews, & Compilations
  • Uniform Guidance Single Audits
  • Financial Aid Attestation Service
  • Third-Party Servicer Audits
  • Financial Feasibility Examination Studies
  • Employee Benefit Plan Audits
  • Internal Auditing & Internal Controls Review
  • New Accounting Standard Implementation
  • Agreed-Upon Procedures
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From tax deductions to payroll and benefits, you can turn to us for help with tax questions. We offer extensive tax compliance and advisory services, including:

  • Form 990, 1120, & 5500 Preparation Services
  • Inflation Reduction Act Clean Energy Tax Credits
  • Unrelated Business Income Consulting
  • Executive Compensation & Excess Benefit Analysis
  • Tax Risk Assessments
  • Transfer Pricing Studies
  • Foreign Withholding Tax Assessment
  • Foreign Account Reporting
  • New Business & Joint Venture Consulting
  • State Solicitation & Filing Requirements
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Find your path forward and achieve your goals with help from our experienced team. We actively listen, identify opportunities for improvement, and present the results in a helpful and actionable format. Consulting services include:

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How FORVIS Can Help You

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Higher Education Consulting
Stay ahead of the ever-changing higher education landscape with strategic, innovative approaches.
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IT Risk & Compliance Services
Forward Vision Secures
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Nonprofit Advisory Services
Our innovative services are tailored to your organization’s unique needs. They’re paired with valuable insights to help you thrive and attain your goals.
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“The transition of Campbellsville University to FORVIS was smooth and well organized. We had been with another firm for approximately 18 years and were concerned about the impact of this significant change. The FORVIS team made us feel comfortable about the process and were highly responsive to our many questions. They provide proactive guidance, have deep higher education experience, and share timely insights.”
– Tim Judd, Campbellsville University

Related FORsights

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2024 Higher Education R3 Summit

Network and learn with peers at a FORVIS Higher Education R3 Summit! These live, interactive CPE-eligible events cover hot topics in the industry and current challenges facing higher education institutions across the nation.

Find an event near you and register today to save your spot!

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