5
Financial Expertise for the Private Education Sector

Private Education Practice Brochure

Embed Size (px)

DESCRIPTION

Learn about the Private Education Practice at Armanino McKenna

Citation preview

Page 1: Private Education Practice Brochure

San Ramon Office12667 Alcosta BoulevardSuite 500San Ramon, CA 94583925.790.2600

San Jose Office50 West San Fernando StreetSuite 600San Jose, CA 95113408.200.6400

San Francisco Office44 Montgomery StreetSuite 900San Francisco, CA 94104415.568.3280

Seattle Area Office800 Bellevue Way NESuite 400Bellevue, WA 98004425.465.2706

Portland Office1001 SW Fifth StreetSuite 1100Portland, OR 97204

[email protected]

About Armanino McKenna

Armanino McKenna is the largest California-based CPA & Consulting firm, one of the 25 “Best of the Best” accounting firms in the nation, and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino McKenna brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and pro-vide proactive counsel throughout the year.

Financial Expertise for thePrivate Education Sector

When considering an accounting firm, know that with Armanino McKenna you will be getting the preeminent provider of accounting and consulting services to the private school industry in all of California. You will inherit a new set of eyes and gain a new perspective on how to view your financial statements and equally as important, learn what your financial statements tell the outside world. This will prove invaluable in making well-educated decisions about how best to operate your school.

Armanino McKenna is different from other accounting firms. Not only do we provide the best service at competitive rates, but we also add value to your school by providing a snapshot benchmarking analysis versus a customized group of select private schools that allows you to see how your school stacks up against the best run private schools in California. This analysis, coupled with our decades of private school experience, provides some very unique and helpful financial metric analytics that will enlighten your school in areas it may not have otherwise considered or evaluated.

We are of the belief that there is no substitute for real and reliable data backed by real life experience and examples presented by experts dedicated to your industry. Let Armanino McKenna, THE private school experts, be your competitive advantage.

Armanino McKenna is a firm built on a

solid foundation of great service, great

people and great clients.

Page 2: Private Education Practice Brochure

San Ramon Office12667 Alcosta BoulevardSuite 500San Ramon, CA 94583925.790.2600

San Jose Office50 West San Fernando StreetSuite 600San Jose, CA 95113408.200.6400

San Francisco Office44 Montgomery StreetSuite 900San Francisco, CA 94104415.568.3280

Seattle Area Office800 Bellevue Way NESuite 400Bellevue, WA 98004425.465.2706

Portland Office1001 SW Fifth StreetSuite 1100Portland, OR 97204

[email protected]

About Armanino McKenna

Armanino McKenna is the largest California-based CPA & Consulting firm, one of the 25 “Best of the Best” accounting firms in the nation, and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino McKenna brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and pro-vide proactive counsel throughout the year.

Financial Expertise for thePrivate Education Sector

When considering an accounting firm, know that with Armanino McKenna you will be getting the preeminent provider of accounting and consulting services to the private school industry in all of California. You will inherit a new set of eyes and gain a new perspective on how to view your financial statements and equally as important, learn what your financial statements tell the outside world. This will prove invaluable in making well-educated decisions about how best to operate your school.

Armanino McKenna is different from other accounting firms. Not only do we provide the best service at competitive rates, but we also add value to your school by providing a snapshot benchmarking analysis versus a customized group of select private schools that allows you to see how your school stacks up against the best run private schools in California. This analysis, coupled with our decades of private school experience, provides some very unique and helpful financial metric analytics that will enlighten your school in areas it may not have otherwise considered or evaluated.

We are of the belief that there is no substitute for real and reliable data backed by real life experience and examples presented by experts dedicated to your industry. Let Armanino McKenna, THE private school experts, be your competitive advantage.

Armanino McKenna is a firm built on a

solid foundation of great service, great

people and great clients.

Page 3: Private Education Practice Brochure

Experience

Working with over 100 private schools provides us with real-life experiences from which we are able to draw upon in providing business advisory and private school best practice recommen-dations. Our clients benefit from the numerous real-life experiences from which our private school partners and engagement teams can pull from when providing thoughtful and constructive recommendations to help improve how your school operations.

Expertise

Armanino McKenna is an established leader in the field of private educa-tion. From its inception in 1953, we have been providing best-of-industry services to clients in not only the not-for-profit industry, but more importantly, the private school sector. Our nonprofit practice is the second largest niche area in our firm servicing over 450 nonprofit organizations which include over 100 private schools.

Team

We understand that continuity is essential in cultivating client loyalty and providing best of industry ser-vice. That is why we provide every engagement from partner all the way through staff with our firm’s most experienced and proficient private school financial experts. Many of our long-term clients have enjoyed the same core team for 10-15 years or more! We are prepared to make that same level of commitment to you.

Communication

We have always been praised about our unique way of delivering information and have a strong belief that our unique style of communica-tion clearly sets us apart from our peers. We do not just deliver your financial results in a typical “this is what happened” approach, but we draw from our extensive experiences to benchmark your school against your peers and/or the best-of-the-best. The benchmarking comparisons provide a unique insight into the worlds of other schools and can be invaluable in helping management and the board make tough decisions about how best to operate your school now and into the future.

See and Hear From Our Clients

Our clients are our biggest testament to the qual-ity, timeliness and best-of-industry services we

provide. Take a few minutes to check out our video testimonials and

hear from other leaders in the private education industry about their experience with Armanino McKenna.

http://www.vimeo.com/amllp/educate

To learn more about our private education practice or to speak with us about your school, contact Josh Nevarez, Partner and Private Education Leader at 925.790.2710 or by email at [email protected].

“Armanino McKenna conducted an extremely thorough audit offering many practical solutions to various accounting issues we face, suggesting improve-ments to our accounting policies and procedures to assist in proper reporting and stronger internal controls. The Armanino McKenna staff is a pleasure to work with before, during and after the audit.”

—Marilyn Gardner Director of Finance

De La Salle High School

“I particularly liked their depth of ex-perience and their knowledge of private schools and nonprofit accounting issues. Communication with the audit team was excellent, and the pre-audit planning and on-site processes resulted in an efficient and timely completion of the audit. Prior to Armanino McKenna, I often felt like we were paying to train the auditors, but now I feel like we’re getting real value for the dollar. I am very pleased with our selection of Armanino McKenna.”

—James F. ChestnutChief Financial Officer

SF University High School

“Armanino McKenna’s analysis and presentation of our financial statements and communication letters was well received. We felt that this years’ process exhibited a true partnership and that they understood our focus and were able to glean from our discussions the key financial issues we confront in these very difficult economic times.”

—Nick HernandezDirector of Finance & Operations

Marlborough School

The following is a partial list of the Private Education clients served by Armanino McKenna.

Athenian School

Branson School

California Institute of Integral Studies

Carondelet High School

Chartwell School

College Preparatory School

De La Salle High School

French American International School

Hillbrook School

International School of the Peninsula

Kehillah Jewish High School

Keys School

Marin Academy

Marlborough School

Notre Dame High School - San Jose

Pinewood Schools

Presidio Hill School

Ronald C. Wornick Jewish Day School

Salesian High School

Saint Andrew’s School

Saint Mark’s School

St. Elizabeth High School

St. Joseph Notre Dame High School - Alameda

Saint Mary’s College High School

St. Matthew’s Episcopal Day School

San Francisco University High School

Schools of the Sacred Heart

Seven Hills School

Valley Christian Schools

Page 4: Private Education Practice Brochure

Experience

Working with over 100 private schools provides us with real-life experiences from which we are able to draw upon in providing business advisory and private school best practice recommen-dations. Our clients benefit from the numerous real-life experiences from which our private school partners and engagement teams can pull from when providing thoughtful and constructive recommendations to help improve how your school operations.

Expertise

Armanino McKenna is an established leader in the field of private educa-tion. From its inception in 1953, we have been providing best-of-industry services to clients in not only the not-for-profit industry, but more importantly, the private school sector. Our nonprofit practice is the second largest niche area in our firm servicing over 450 nonprofit organizations which include over 100 private schools.

Team

We understand that continuity is essential in cultivating client loyalty and providing best of industry ser-vice. That is why we provide every engagement from partner all the way through staff with our firm’s most experienced and proficient private school financial experts. Many of our long-term clients have enjoyed the same core team for 10-15 years or more! We are prepared to make that same level of commitment to you.

Communication

We have always been praised about our unique way of delivering information and have a strong belief that our unique style of communica-tion clearly sets us apart from our peers. We do not just deliver your financial results in a typical “this is what happened” approach, but we draw from our extensive experiences to benchmark your school against your peers and/or the best-of-the-best. The benchmarking comparisons provide a unique insight into the worlds of other schools and can be invaluable in helping management and the board make tough decisions about how best to operate your school now and into the future.

See and Hear From Our Clients

Our clients are our biggest testament to the qual-ity, timeliness and best-of-industry services we

provide. Take a few minutes to check out our video testimonials and

hear from other leaders in the private education industry about their experience with Armanino McKenna.

http://www.vimeo.com/amllp/educate

To learn more about our private education practice or to speak with us about your school, contact Josh Nevarez, Partner and Private Education Leader at 925.790.2710 or by email at [email protected].

“Armanino McKenna conducted an extremely thorough audit offering many practical solutions to various accounting issues we face, suggesting improve-ments to our accounting policies and procedures to assist in proper reporting and stronger internal controls. The Armanino McKenna staff is a pleasure to work with before, during and after the audit.”

—Marilyn Gardner Director of Finance

De La Salle High School

“I particularly liked their depth of ex-perience and their knowledge of private schools and nonprofit accounting issues. Communication with the audit team was excellent, and the pre-audit planning and on-site processes resulted in an efficient and timely completion of the audit. Prior to Armanino McKenna, I often felt like we were paying to train the auditors, but now I feel like we’re getting real value for the dollar. I am very pleased with our selection of Armanino McKenna.”

—James F. ChestnutChief Financial Officer

SF University High School

“Armanino McKenna’s analysis and presentation of our financial statements and communication letters was well received. We felt that this years’ process exhibited a true partnership and that they understood our focus and were able to glean from our discussions the key financial issues we confront in these very difficult economic times.”

—Nick HernandezDirector of Finance & Operations

Marlborough School

The following is a partial list of the Private Education clients served by Armanino McKenna.

Athenian School

Branson School

California Institute of Integral Studies

Carondelet High School

Chartwell School

College Preparatory School

De La Salle High School

French American International School

Hillbrook School

International School of the Peninsula

Kehillah Jewish High School

Keys School

Marin Academy

Marlborough School

Notre Dame High School - San Jose

Pinewood Schools

Presidio Hill School

Ronald C. Wornick Jewish Day School

Salesian High School

Saint Andrew’s School

Saint Mark’s School

St. Elizabeth High School

St. Joseph Notre Dame High School - Alameda

Saint Mary’s College High School

St. Matthew’s Episcopal Day School

San Francisco University High School

Schools of the Sacred Heart

Seven Hills School

Valley Christian Schools

Page 5: Private Education Practice Brochure

San Ramon Office12667 Alcosta BoulevardSuite 500San Ramon, CA 94583925.790.2600

San Jose Office50 West San Fernando StreetSuite 600San Jose, CA 95113408.200.6400

San Francisco Office44 Montgomery StreetSuite 900San Francisco, CA 94104415.568.3280

Seattle Area Office800 Bellevue Way NESuite 400Bellevue, WA 98004425.465.2706

Portland Office1001 SW Fifth StreetSuite 1100Portland, OR 97204

[email protected]

About Armanino McKenna

Armanino McKenna is the largest California-based CPA & Consulting firm, one of the 25 “Best of the Best” accounting firms in the nation, and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino McKenna brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and pro-vide proactive counsel throughout the year.

Financial Expertise for thePrivate Education Sector

When considering an accounting firm, know that with Armanino McKenna you will be getting the preeminent provider of accounting and consulting services to the private school industry in all of California. You will inherit a new set of eyes and gain a new perspective on how to view your financial statements and equally as important, learn what your financial statements tell the outside world. This will prove invaluable in making well-educated decisions about how best to operate your school.

Armanino McKenna is different from other accounting firms. Not only do we provide the best service at competitive rates, but we also add value to your school by providing a snapshot benchmarking analysis versus a customized group of select private schools that allows you to see how your school stacks up against the best run private schools in California. This analysis, coupled with our decades of private school experience, provides some very unique and helpful financial metric analytics that will enlighten your school in areas it may not have otherwise considered or evaluated.

We are of the belief that there is no substitute for real and reliable data backed by real life experience and examples presented by experts dedicated to your industry. Let Armanino McKenna, THE private school experts, be your competitive advantage.

Armanino McKenna is a firm built on a

solid foundation of great service, great

people and great clients.