Industry — Trade Schools
Helping trade schools maintain compliance, strengthen financial reporting, and support long-term operational success.
About the industry
Trade schools operate in one of the most heavily regulated corners of post-secondary education. Between Title IV funding, accreditor expectations, state workforce boards, and the U.S. Department of Education's financial responsibility standards, every dollar has to be defensible.
We work with proprietary schools, CTE programs, and workforce training institutions that need a CPA bench fluent in 90/10, composite score calculations, return-to-Title-IV reconciliations, and student account ledgers — not generalists learning on your dime.
Our team brings the operational rigor of a fractional finance department alongside the assurance work your accreditor and lenders expect, so leadership can focus on enrollment, completion, and placement outcomes.
What we deliver
Helping trade schools maintain compliance, strengthen financial reporting, and support long-term operational success.
Independent financial statement audits aligned with the Department of Education's Title IV requirements, ACCSC, COE, and state regulator expectations. We deliver composite score analysis, 90/10 revenue testing, federal compliance attestations, and internal control recommendations that withstand stakeholder and accreditor scrutiny.
Limited assurance review engagements for schools that need credible, third-party reporting without the cost and depth of a full audit — ideal for lender covenants, owner reporting, board oversight, and interim periods between annual audits.
Professionally prepared financial statements compiled from your records and presented in the format your bank, board, or regulator expects. We standardize chart of accounts, clean up tuition and refund ledgers, and produce statements you can confidently put in front of any external reader.
Enrollment data agreement (EDA) letters for trade schools and proprietary institutions that participate in Title IV programs. We prepare the financial data and compliance documentation your school needs to maintain eligibility and satisfy Department of Education requirements.
Stop overpaying. Start strategizing.
