Higher Education
We are reaching new heights.
Higher education is facing many unique challenges, such as additional regulation, unfunded compliance costs, and market competition. We believe that your focus should be on serving your students and carrying out your mission, and we’re here to support you in doing so.
Our specialized team actively monitors both the Financial Accounting Standards Board and the Government Accounting Standards Board and is in constant communication when changes arise. Our audit services go beyond simply complying with a requirement. We treat each engagement as a chance to explore innovative opportunities for your institution to continue to achieve success.
Whether you’re looking to comply with new regulations, trying to get a handle on risk management, or need help with IT security and assessments, we will help your institution reach new heights.
Services Overview
Consulting Services
- Implementation of new audit and accounting standards
- Benchmarking
- Improved tracking of restricted resources
- Bond issue analysis
- Consulting on budget preparations
- Cost allocation between funds and programs
- Identification of best practices resulting from form 990
- Financing alternatives
- Corporate sponsorship and royalty transactions
- Structuring of transactions between related entities
- Accounting and financial reporting systems design and interpretation
- Internal control process review
- Arbitrage rebate calculation
Tax Planning and Preparation
- Unrelated business income planning
- Exempt status consulting
- Information return preparation
Forms 990, 990-T, and 5500
Audit and Assurance Services
- Financial
- A-133
- Financial aid audits
- 403(b) plans
IT Advisory and Consulting Services
- IT audit
- Cyber security
Other As-Needed Management Consulting Projects
Related Articles View All Thought Leadership
September 21, 2022
By Aaron Blackburn, CPA, and Amy Sandlin, CPA, Senior Tax Manager On Wednesday, August 24th, 2022, President Biden announced the broadest student loan forgiveness plan to date. The plan included […]
July 14, 2022
By: Tom Skoog, Cybersecurity & Data Management Practice Leader “Those who fail to learn from history are doomed to repeat it.” Sir Winston Churchill This is our fifth and final […]
January 20, 2022
By: Sara Jacobi, CPA CEPA Director Still waiting for your 2021 Federal tax refund? Tried calling the IRS, only to wait on hold for two hours without talking to anyone? […]
Connect with our team.
To learn more about our services and areas of expertise, send us a message.
Monday night, in celebration of Stokes & Housel turning Blue, we invited employees, clients, and community members in Bedford, IN, to attend a Blue & Co. open house at Bedford's historic Downtown Depot.![]()
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It was a night full of great food, fun giveaways, and buzzing conversation. We are thankful for everyone who attended and look forward to continuing to strengthen our relationships in Bedford.![]()
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#BedfordIN #LifeatBlue #ClientAppreciation
Blue & Co. is growing again! 🎉 Effective December 16, 2024, Stokes & Housel, CPA will join Blue & Co., bringing another Southern Indiana office into the firm. ![]()
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“We are thrilled to announce the opening of our newest office in Bedford, Indiana, marking the fourth location in our Southern Indiana practice,” said Brad Shaw, Managing Director of Blue & Co. “This addition is a testament to our commitment to our clients’ growing needs while also reinforcing our core values of being responsive and caring advocates. We look forward to providing exceptional service and continuing to serve the Bedford community with unwavering excellence.”![]()
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Blue & Co. will be adding seven employees from Stokes & Housel with expertise in tax preparation, client accounting services, consulting, strategy, and payroll. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02_XRNp0 ![]()
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#SouthernIndianaBusiness #StokesandHousel #BedfordIN
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