Unlock your schools financial potential with
expert guidance strategic insights personalized advice top-tier support comprehensive planning

Comprehensive financial consulting services tailored to your schools specific needs.

Our Services

To meet your needs

AUP Audits, Tax, Payroll, Outsourced Accounting and Bookkeeping Services

1. AUP Audits

Unparalleled Expertise

We excel in Florida Tax Credit AUP Audits, making us the trusted choice for schools. With deep knowledge of education finance, we deliver accurate, thorough, and compliant audit services tailored to your needs.

Clear Communication

Open communication is the foundation of our client relationships. We keep you informed at every step, address your questions promptly, and provide guidance to ensure a smooth, worry-free audit process.

Efficient and On-Time

We prioritize meeting deadlines with minimal disruption. Our streamlined approach ensures your audit is completed efficiently, and in a timely manner, that way you can stay focused on delivering quality education.

2. Audits, Reviews & Compilations

Nonprofit Audit Expertise

Trusted by nonprofit organizations to deliver precise audits that ensure transparency and maintain donor confidence.

Accreditation Agency Audits

Support for institutions seeking or maintaining accreditation, with financial audits designed to meet stringent agency requirements.

Higher Education Audits

Specialized services for colleges and universities, addressing unique financial and compliance challenges.

Charter School Audits

Decades of experience serving charter schools with state and federal compliance-driven financial audits.

3. Outsourced Accounting

Expert Financial Guidance

Accurate financial records are key to informed decisions. School Choice CPA provides detailed reports, including income statements, balance sheets, and cash flow summaries, offering a full view of your school’s financial health. These insights help administrators identify strengths, manage risks, and make strategic choices while promoting transparency and accountability.

Compliance & Step Up

Step Up for Students AUP audits demand precision and strict adherence to guidelines. School Choice CPA’s expertise ensures your school remains compliant by providing tailored support throughout the process. Our team eases the burden on staff, simplifying the audit and helping your school navigate complex requirements with confidence.

Cost Savings

Outsourcing accounting reduces costs by eliminating the need for in-house staff, salaries, training, and benefits. School Choice CPA provides high-quality services at a fraction of the expense, allowing schools with tight budgets to access expert financial support without compromising on quality.

4. Tax & Advisory

Form 990 Expertise

At School Choice CPA and Associates, we simplify the 990 tax filing process for non-profits. Our team brings expertise and dedication to the sector, ensuring your organization’s financial health and compliance with IRS regulations. Let us help you streamline filings, maximize tax benefits, and make a lasting impact on your community.

Business & Individual Taxes

Navigating complex tax laws requires expertise and precision. We assist individuals and businesses of all sizes with tax planning and preparation, helping minimize liabilities, maximize deductions, and ensure compliance with all tax regulations.

Advisory Service

School Choice CPA & Associates specializes in financial and business advisory services for schools. From cost-saving strategies to compliance support, we deliver tailored solutions that help your institution thrive, allowing you to focus on educating the next generation.

Building wealth, creating futures.

Why us

Trusted experts with years of experience and educational industry knowledge

Choose School Choice CPA for unparalleled expertise in the educational industry and a deep understanding of Florida’s private schools, including SUFS AUP Audits. Our dedicated team combines years of experience with a commitment to excellence, ensuring you receive tailored financial solutions and compliance services that empower your institution to thrive.

YEARS OF EXPERIENCE

A decade of proven financial expertise in the educational industry

100%

Dedicated to the Educational Industry

Serving a thriving community of satisfied customers.

200+

SCHOOLS SERVED

A dedicated team of financial experts at your service.

Guided by integrity, trust, and client-centricity, our values drive everything we do.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Trust and Confidentiality

Understand the importance of trust and confidentiality in your client relationships.

Objectivity

Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.

Expertise

Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.

Long-Term Relationships

Build long-term relationships with your clients based on trust, open communication, and mutual respect.

Accountability

Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.

What Our Customers Have to Say

"As a school, this was the first year completing the AUP process using School Choice CPA & Associates as our chosen provider. Our school has undergone 4-5 years worth of the the AUP process and School Choice CAP & Associates offered a process and assistance far superior to our previous experience. We are very pleased with their exceptional service."

Kaleidoscope School of DiscoveryClifford Mattson, Head of School

"School Choice CPA and Alex did a great job and walking us through the AUP audit process. He answered questions thoroughly and walked us through areas we needed additional help with. Recommendations were made to make future audits easy. I highly recommend choosing School Choice CPA as the firm to handle your AUP audit."

Country Day World SchoolStephanie Armstrong, Director of Operations

"Such a wonderful experience working with Alex & Michael. Helpful and made the whole process easier with clear communication and expectations. We're very glad to have found School Choice CPA"

Apopka Christian AcademyBen Bankson, Executive Pastor

"Yes. Alex is very helpful and knowledgeable. He is very responsive to our questions. Since this was the first time we had participated in a Step Up for Student AUP Audit, we had many questions! We really appreciate his help and patience. School Choice CPA is very knowledgeable about Step Up for Student AUP audits. The auditor was responsive to our questions, always pleasant and professional, and great to work with."

Faith Baptist AcademyDarlene Cross

"It was a pleasure working with School Choice CPA & Associates. The online platform made everything very easy from our side and the team was great to work with. The engagement was wrapped up promptly and smoothly."

Tampa Day SchoolPatty Harvey

"The entire process was made so simple by your team. They made a previously frustrating experience into an organized and simple one. Everything was laid out in a user friendly manner and enable us to complete each step with ease. We can’t thank School Choice CPA enough for their assistance and guidance."

The Rock Academy

"We were extremely pleased with the work and dedication of service done by School Choice CPA & associates. 10/10 would recommend using them!"

Riverland Christian AcademyDenise Aiello

"School Choice audit experience was excellent for the value of service. Will use for all future audits. Communication and timelines were perfect. 10/10 would recommend!"