John is the leader of AAFCPAs’ Educational Services practice, serving diverse academic and education services clients spanning independent schools, colleges/universities, special education schools, education services, charter schools and charter management organizations (CMOs).
He fully understand the nuances of the educational services industry and business and operational challenges faced by these institutions, including funding and regulatory issues such as: capital campaign structures, complex endowments, alternative investments, debt financing and tax credit options, and unique governance concerns and internal control risks. He advises education clients on best practice internal controls related to procurement, payment, payroll/benefits, budgeting, and information technology policies. He advises AAFCPAs’ Charter School clients on their unique control issues, including recommendations to improve policies and procedures surrounding contracts and transactions with sponsoring organizations, conflicts of interest, space acquisition, student residency and billing.
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