Private Schools

Audit, tax, accounting, and advisory support for private, independent, religious, and other nonpublic K-12 schools.

Who We Serve

Managing the Business Side of School

Private schools balance the educational needs of students with the financial and operational responsibilities of running an organization. Funding sources, enrollment changes, regulatory requirements, board governance, and long-term planning can all affect the school’s financial health.

DMJPS works with private, independent, religious, and other nonpublic K-12 schools. Our team works alongside administrators, business officers, governing boards, and leadership teams to provide the financial information and compliance support they need to make informed decisions and maintain stakeholder confidence. Our longstanding work with educational institutions gives us insight into the issues that matter to school leaders, with additional resources available across DMJPS as needs change.

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What School Leaders Are Balancing

The financial responsibilities of a private school extend beyond annual reporting. Our work often centers on the funding, oversight, and operational issues that directly affect school leadership and long-term planning.

Scholarship Funding

DMJPS works with schools participating in the North Carolina Opportunity Scholarship Program, Education Student Accounts (ESA), and other school-choice programs, helping them manage the reporting and accountability requirements that come with these funding sources.

Board Accountability

Private schools answer to students, families, donors, funding agencies, and governing boards. Clear financial information helps leadership strengthen oversight and make informed decisions throughout the year.

Enrollment & Planning

Changes in enrollment can affect revenue, staffing, facilities, and capital needs. We help schools consider those impacts while planning for growth, investment, and long-term financial sustainability.

School Operations

Financial decisions extend into staffing, facilities, controls, and day-to-day operations. Strong processes and timely reporting can help leadership manage resources effectively as the school evolves.

Accounting, Tax & Advisory for Private Schools

Private and independent schools often need support that spans financial reporting, tax-exempt compliance, governance, school operations, and long-term planning. DMJPS works with administrators, business officers, and governing boards across each of these areas.

Audit & Assurance

Our audit and assurance services help schools strengthen financial reporting, meet applicable requirements, and provide reliable information to boards, funders, and other stakeholders.

Services include:

Employee benefit plan audits
Financial statement audits, reviews, and compilations
Regulatory compliance engagements
Single Audits under Uniform Guidance

Tax & Exempt Organization Compliance

Our professionals help private and independent schools address tax-exempt reporting requirements and understand tax considerations that can arise as programs and operations change.

Services include:

Form 990 and exempt organization reporting
Form 990-T preparation
Unrelated business income tax compliance

Advisory & School Operations

DMJPS works with administrators and governing boards on the financial and operational issues that affect the school beyond annual compliance and reporting.

Services include:

Accounting department outsourcing
Business and operational consulting
Facilities and capital planning support
Fraud prevention
Governance and board advisory services
Internal audit services
Internal control reviews
Regulatory compliance reviews
Strategic financial planning

Our People

Meet Our Private School Team

Our professionals work with school administrators, business officers, leadership teams, and governing boards to help private and independent schools manage resources effectively and strengthen accountability.

By combining technical accounting and tax knowledge with practical education-industry experience, we help schools address financial responsibilities while keeping their focus on students, families, and the long-term health of the organization.