Higher Education
A CPA FIRM WITH A MASTERS IN EDUCATION
Professional, Proactive, Precise.
O’Connor & Drew, P.C.’s higher education practice is comprised of a large group of highly-trained accounting professionals who service more than 50 public and private institutions and related entities and associations. Our team is well versed in the numerous complexities of the industry, offering accounting advice catered to the institutions’ unique needs and financial objectives
Meeting Unique Financial Objectives
We are aware that although institutions have numerous similarities, each one has its own unique short-term and long-term objectives. At O’Connor & Drew, P.C., we cater directly to these needs and objectives and partner with each institution to help to meet their financial goals, protect their interests, and provide strategic advice along the way. Our higher education practice is proud to offer a comprehensive service portfolio to our clients. The portfolio framework consists of the following service categories: Audit, Compliance, Tax, IT Audit, Business Consulting, and Employee Benefits.
Service Areas
Audit
- Annual Audits of Financial Statements
- Annual Audits of Related Institution’s Foundations Financial Statements
Compliance
- Compliance over Student Financial Aid Expenditures
- Federal Perkins Loan Termination Procedures
- NCAA Compliance Procedures
Tax
- Tax Services, including Analysis of Unrelated Business Income
Employee Benefits
- Annual Audits of 403(b) Plans
Business Consulting
- Customized Consulting Specifically Tailored to your needs
- Interim Internal Accounting Assistance
- Board of Trustees / Directors Support and Development
Our Higher Education Practice
All higher education client engagements are closely supervised by David DiIulis, who has more than 20 years of audit experience with colleges and universities and has an in-depth understanding of the higher education business environment. David has conducted presentations at various CFO and controller’s meetings organized by the Massachusetts State and Community Colleges. He also writes and publishes various business articles for higher education publications, and is actively involved with the National Association of College and University Business Officers (NACUBO) and the Eastern Association of College and University Business Officers (EACUBO), among other organizations.
David A DiIulis
Principal, CPA, MBA
Michael Cosgrove
Principal, CPA, MSM
Lauren A, Carnes
Principal, CPA, MST
Kimberly A, Reed
Principal, CPA
Michael Hammond
Principal, CISA, CRISC, CISSP
About O’Connor & Drew
O’Connor & Drew, P.C. is a full-service accounting firm that has provided its clients with the highest level of professional accounting, tax, and business consulting services for the last 70 years. O’Connor & Drew, P.C. is highly-experienced and deeply committed to providing proactive financial and business advice to colleges and universities. We take great pride in offering a full-service profolio for colleges and universities.
Memberships
We actively belong to various key industry associations including but not limited to actively sponsoring the Association of Independent College and Universities in Massachusetts (AICUM), the New England Board of Higher Education (NEBHE), New England Commission of Higher Education (NECHE), and the New England Associations of Schools and Colleges (NEASC) and we regularly attend seminars organized by NACUBO and EACUBO.
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