Education
Grant compliance, audit requirements, and financial reporting — handled.
Who we work with:
Private schools, charter networks, and education nonprofits that need clean financials to stay compliant and keep funding.
Education organizations face a unique intersection of grant compliance, government oversight, and donor accountability. Whether you're a charter school required to submit annual audited financials to your authorizer, a private academy navigating accreditation requirements, or an education nonprofit managing federal grant funding — your CPA firm needs to understand the rules your organization operates under. We do.
What We Handle for Education Organizations
Most CPA firms don't understand fund accounting or grant compliance. We built our practice around it.
- Federal Funding Stays ProtectedIf you receive $750K or more in federal grants, a Single Audit isn't optional — it's the law. We handle it cleanly so your funding is never at risk.
- Every Dollar Tracked and ProvableRestricted grants, endowments, operating funds — each one has rules attached. We structure your books so you can prove compliance at any time, to anyone.
- Reports Your Authorizer Will AcceptYour charter authorizer or accreditor wants audited financials on their timeline, not yours. We deliver what they require before the deadline, every year.
- 990 Filing Done RightA late or inaccurate 990 can cost you your tax-exempt status. We file accurately, on time, and in a format that keeps donors and regulators confident.
What we do for you?
Financial Audit
The highest level of assurance — independent examination of your financial statements, issued under U.S. GAAS.
Review Engagement
Limited assurance through analytical procedures — faster and less costly than an audit, more rigorous than a compilation.
Compilation
Professionally formatted financial statements — no assurance provided, ideal when presentation is the requirement.
Bookkeeping
Monthly reconciliation, categorization, and financial reports — clean books delivered on the same schedule every month.
Tax Service
Federal and state return preparation and year-end planning — filed accurately, on time, every time.
Why Education Companies Choose Greywood?
- You Talk to the CPA, Not a JuniorEvery engagement is handled by a licensed CPA who understands grant compliance, fund accounting, and what your authorizer or accreditor needs to see.
- No Onboarding Tax
You don't spend the first month explaining restricted vs. unrestricted funds or federal grant requirements. We already understand how education organizations operate. - Fixed Fees, No Surprises
Every engagement starts with a fixed-fee letter. You know the cost before we start — no hourly billing, no scope creep, no invoice shock at budget time. - Fast Turnaround, Every TimeAuthorizer deadlines and grant reporting windows don't move. We deliver on time so your school or organization is never out of compliance.
- Built for Every StageSingle-site school or growing charter network — our services scale with your organization without switching firms.
- Deadline ObsessedAnnual audit submissions, grant reporting, fiscal year close — we run on a fixed schedule and we don't miss. You'll never be chasing us for a status update.
Ready to Get Your Financials in Order?
One consultation. 15 minutes. No cost.