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Private Education Practice Brochure


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Learn about the Private Education Practice at Armanino McKenna

Learn about the Private Education Practice at Armanino McKenna

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  • 1. Financial Expertise for thePrivate Education Sector
  • 2. 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.Armanino McKenna is a firm built on a solid foundation of We are of the belief that there is no substitute for real andgreat service, great reliable data backed by real life experience and examples people and great presented by experts dedicated to your industry. Let clients. Armanino McKenna, THE private school experts, be your competitive advantage.
  • 3. Expertise Experience Team CommunicationArmanino McKenna is an established Working with over 100 private schools We understand that continuity is We have always been praised aboutleader in the field of private educa- provides us with real-life experiences essential in cultivating client loyalty our unique way of deliveringtion. From its inception in 1953, we from which we are able to draw upon and providing best of industry ser- information and have a strong beliefhave been providing best-of-industry in providing business advisory and vice. That is why we provide every that our unique style of communica-services to clients in not only the private school best practice recommen- engagement from partner all the way tion clearly sets us apart from ournot-for-profit industry, but more dations. Our clients benefit from the through staff with our firm’s most peers. We do not just deliver yourimportantly, the private school sector. numerous real-life experiences from experienced and proficient private financial results in a typical “this isOur nonprofit practice is the second which our private school partners and school financial experts. Many of what happened” approach, but welargest niche area in our firm servicing engagement teams can pull from when our long-term clients have enjoyed draw from our extensive experiencesover 450 nonprofit organizations which providing thoughtful and constructive the same core team for 10-15 years to benchmark your school againstinclude over 100 private schools. recommendations to help improve how or more! We are prepared to make your peers and/or the best-of-the-best. your school operations. that same level of commitment to The benchmarking comparisons you. 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 To learn more about our private education practice or to speak with us McKenna. about your school, contact Josh Nevarez, Partner and Private Education Leader at 925.790.2710 or by email at
  • 4. “Armanino McKenna conducted an The following is a partial list of theextremely thorough audit offering many Private Education clients served bypractical solutions to various accounting Armanino McKenna.issues we face, suggesting improve-ments to our accounting policies andprocedures to assist in proper reporting Athenian Schooland stronger internal controls. The Branson SchoolArmanino McKenna staff is a pleasureto work with before, during and after the California Institute of Integral Studiesaudit.” Carondelet High School —Marilyn Gardner Chartwell School Director of Finance College Preparatory School De La Salle High School De La Salle High School French American International School“I particularly liked their depth of ex- Hillbrook Schoolperience and their knowledge of private International School of the Peninsulaschools and nonprofit accounting issues.Communication with the audit team was Kehillah Jewish High Schoolexcellent, and the pre-audit planning and Keys Schoolon-site processes resulted in an efficientand timely completion of the audit. Prior Marin Academyto Armanino McKenna, I often felt like Marlborough Schoolwe were paying to train the auditors, butnow I feel like we’re getting real value Notre Dame High School - San Josefor the dollar. I am very pleased with Pinewood Schoolsour selection of Armanino McKenna.” Presidio Hill School —James F. Chestnut Ronald C. Wornick Jewish Day School Chief Financial Officer SF University High School Salesian High School Saint Andrew’s School“Armanino McKenna’s analysis and Saint Mark’s Schoolpresentation of our financial statements St. Elizabeth High Schooland communication letters was wellreceived. We felt that this years’ process St. Joseph Notre Dame High School - Alamedaexhibited a true partnership and that Saint Mary’s College High Schoolthey understood our focus and were ableto glean from our discussions the key St. Matthew’s Episcopal Day Schoolfinancial issues we confront in these San Francisco University High Schoolvery difficult economic times.” Schools of the Sacred Heart —Nick Hernandez Seven Hills School Director of Finance & Operations Marlborough School Valley Christian Schools
  • 5. San Ramon Office About Armanino McKenna12667 Alcosta BoulevardSuite 500 Armanino McKenna is the largest California-San Ramon, CA 94583 based CPA & Consulting firm, one of the925.790.2600 25 “Best of the Best” accounting firms in the nation, and a Best Places to Work, both nationally and regionally. We have a strongSan Jose Office commitment to our communities and are a50 West San Fernando Street Green Certified business.Suite 600San Jose, CA 95113 Armanino McKenna brings depth, expertise408.200.6400 and value to its clients. We strive to be unique in the market by providing on-site partnerSan Francisco Office involvement and deep industry expertise with44 Montgomery Street a regional perspective for both private andSuite 900 public companies. We offer a high personalSan Francisco, CA 94104 level of attention to our clients and strive to415.568.3280 communicate on your business needs and pro- vide proactive counsel throughout the year.Seattle Area Office800 Bellevue Way NESuite 400Bellevue, WA 98004425.465.2706Portland Office1001 SW Fifth StreetSuite 1100Portland, OR