At Vicenti, Lloyd & Stutzman, we feel it is our obligation to not only keep current with general accounting literature, but with the education industry and the issues you are currently facing. We achieve this by actively participating in various organizations and subscribing to publications regarding the education industry.

We are available to help deal with the multitude of significant issues facing you and other organizations in your industry. Some of the important issues we currently assist our clients with include:

  • Filing of key state reports, i.e., SACS form, investment reports, capital project claims, and so forth
  • Suggesting improvements for internal controls
  • Assisting in training of staff regarding Associated Student Body Organizations, Booster Organizations, Fraud Awareness, and mor
  • Developing long-range plans
  • Preparation for the continued implementation of GASB No. 34, GASB No. 39, and GASB No. 45
  • Fraud investigations
  • Fraud hotlines
  • Review of Anti-Fraud Program
  • Tax-related issues such as unrelated business income, payroll and sales and used tax issues, required informational return preparation

We also recognize the increased level of responsibility being placed upon the governing boards of governmental entities, not-for-profit organizations, and public corporations. As a result of recent public scandals, we respect the sensitivity governing boards have when assessing their relationship with their auditors. The public accounting industry is built on maintaining independence, objectivity, and integrity, and this includes being free of conflicts of interest when serving in the attest function. These are responsibilities we take very seriously.

Who Needs This Service?

K-12 school district and county offices of education throughout the state of California

Benefits to Our Clients

  • We bring a strategic perspective to engagements rather than focusing exclusively on the task at hand. We strive to help the organization improve throughout the engagement.
  • Our personnel receive extensive and ongoing professional training through seminars, workshops, courses, and publications. They are experts in the education field.
  • Our status as a large, local firm allows us to offer a wide range of services while remaining flexible and responsive to client needs.
  • We have a more than 55-year record of commitment to the education industry.