Daniel Dennis and Company LLP is a leading authority in the Charter School industry. We have served numerous Charter Schools in various capacities since the inception of Charter Schools in Massachusetts. As a result of our extensive experience we are very familiar with the unique challenges that Charter Schools face and can help guide your school to success.

Our Charter School team has extensive experience performing financial and compliance audits for charter schools. Additionally, we have developed internal training programs focused on the Charter School industry.

We developed and periodically update the Massachusetts Department of Elementary and Secondary Education Charter School Audit Guide used by all schools in the Commonwealth and the Recommended Policies and Procedures Guide. Our specific experience allows our Charter School clients to be well informed of changes in accounting standards and compliance requirements.

Our services include:

  • Audit, review and compilation services
  • Training and educational seminars
  • Audits under Government Auditing Standards
  • Audits under the Uniform Guidance
  • Performance of agreed-upon procedures
  • Consulting services inclusive of:
    • Start-up services
    • New Market Tax Credits, Qualified Zone Academy Bonds (QZAB’s) and other financing options
    • Close out procedures
    • Surplus Tuition, 20% Excess Carryover
  • Establishing the corporate structure of related nonprofit foundations
  • Audits, reviews and tax preparation for related nonprofit foundations
  • Agreed Upon Procedures for Charter School Program (CSP) Funding