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Audit, tax, and consulting for independent schools

Clear, actionable strategies for today and tomorrow

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Navigate the complexities of independent school operations

Independent schools operate in a highly competitive environment, where regulation, financing, infrastructure needs, and student enrollment all play key roles in sustainability. Our audit, assurance, and consulting capabilities are uniquely suited to help independent schools in their efforts to address the varied demands of this complex environment. 
Our team provides the operational expertise and experience necessary to help your private school with the development of clear, actionable strategic plans that address both near- and long-term needs. We work collaboratively with our academic clients to gain a clear picture of current needs and prioritize the work necessary to address them.

Our capabilities

Our independent school teams work collaboratively and cross-functionally to provide services tailored to your private school’s unique challenges and opportunities. 

Employee benefit plan services

Our team can assist with employee benefit plan design and audits, guiding you through available options and working collaboratively with you to comply with evolving tax rules, meet regulatory requirements, and encourage employee engagement. 

Outsourced accounting services

Whether you need extra help in your finance office during peak times or interim leadership support during periods of transition, we can help you. We offer the expertise of a fully staffed accounting department for short-term assignments or long-term engagements―so you can focus on school business. 

Back office services

We provide full-service, back office support including A/P, A/R, financial reporting, payroll, and cash flow management.
CFO services

We provide advisory services to school leaders on long-term strategic planning, budgeting, and forecasting, and can assist with industry benchmarking and key performance indicators.
Bookkeeping services

When your finance department is short-staffed or you need extra help to manage daily accounting tasks or tax season deadlines, our team can serve as an extension of your internal team.
Accounting software consulting and conversion
Whether you have a major software implementation or just need some fine tuning, our team will guide you through the process to streamline and simplify your accounting.

What to expect from BerryDunn

BerryDunn has a long, demonstrated history of serving independent schools. Our experience allows us to add value through knowledge sharing and the introduction of best practices employed successfully by other organizations. Our involvement with the Association of Independent Schools in New England (AISNE) helps us stay up to date on emerging issues and developments. 

We take a collaborative approach, assembling the resources you need, when you need them, providing year-round communication and personalized service that addresses your concerns, identifies emerging issues, and helps you plan for complex accounting and compliance matters that can impact your mission. 

About us

Industries we serve


"My trepidation of switching auditors was completely unfounded. BerryDunn's staff made the transition easy with great communication, thorough on-site reviews and analysis, and well-planned restatements where needed. Despite being new to our school, they provided our smoothest and most professional audit ever."
Steve Sitz
Carrabassett Valley Academy
"The saying that ‘you get what you pay for' is so true when it comes to accounting firms. With BerryDunn, the team provides information and tools to really help our school. They don't just sit in a backroom and regurgitate your numbers to you in an audit report. MCI receives very important data analysis with peer comparisons and national benchmarks that help us determine our overall financial health and set goals and priorities. With BerryDunn, you are receiving outside expertise and support that you can tap into in many areas, rather than just audit services. I look at BerryDunn as my "go to" partner rather than just the annoying auditors who come every year. I always learn something, and appreciate that the team helps with long-range goals and is there to help me create solid processes for the future."
Karla Edney
CFO and Director of Operations
Maine Central Institute

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