Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Build sustainable programs to transform young lives and communities
CliftonLarsonAllen helps strengthen business processes so you can build a legacy of excellence in education.
What’s on your mind?
- Increasing costs, such as health care, aging buildings, and technology upgrades
- Planning and restructuring for changing student demographics
- Managing the changes of endowments
- Finding new ways to operate more effectively and efficiently
- Successfully competing for revenue
A unique approach
CliftonLarsonAllen professionals understand education because we’ve been serving the industry for more than 50 years. Our CPAs and consultants are active members of national, state, and regional industry associations. We offer the expertise that independent schools need to navigate challenges and achieve long-term goals. Our distinctive approach combines a deep understanding of the independent school environment with expertise in finance and operations. We meet you where you are, and help you get where you want to be.
Services for independent schools
- Adaptive Insights forecasting, reporting, and analysis
- Audit, review, and compilation of financial statements
- E-Rate consulting
- Employee benefit plan consulting and administration
- Executive search
- Information security
- Internal audit and enterprise risk assessments
- Investment advisory
- Outsourcing services for accounting and fiscal department
- Strategic operational, and financial consulting
- Tax filings and consulting
- Training and educational seminars