Educational Institutions

The largest regional CPA firm based in Connecticut, BlumShapiro offers specialized industry knowledge, technical expertise and accomplished staff to the region's private and independent schools, colleges and universities. In addition to traditional accounting, auditing and tax services, we also offer specialized services to independent schools such as assistance with endowment unitization, tax-exempt bond financing, intermediate sanctions, UBIT research and technology planning. Extensive internal resources and the commitment of partner-level time and expertise we offer our clients make BlumShapiro a unique choice.

Our services include:

Accounting Compliance Services

• Financial Statements
• Audits
• Reviews
• Compilations
• Pension Audits
• Internal Auditing

Consulting

• Governance
• Accounting Procedures
• Endowment Fund Accounting
• Philanthropy Services
• Financial Benchmarking
• Financing Options
• Investment and Spending Policy Design
• Accounting System Design and Implementation
• Financial Process Consulting
• Risk Assessment
• Federal Grant Compliance

Business Technology

• Strategic Technology Planning
• Business Assessment
• Technology Selection
• Software Implementation
• Security Assessment

Tax Services

• Federal and State Informational Tax Return Compliance
• Unrelated Business and Income Tax (UBIT) Planning
• Sales and Use Tax Planning
• Retirement Planning
• Planned Giving Consulting
• Intermediate Sanctions Consulting

· Connecticut Association of Independent Schools(CAIS)
· National Association of Independent Schools (NAIS)