Smith + Howard Launches Business Office Services

New Business Office Services Drive Financial Health and Operational Efficiency for Independent Schools

Atlanta, GA – March 13, 2025 – Smith + Howard, a leading national tax, accounting and advisory firm, is proud to introduce its Business Office Services practice— a specialized offering designed to help independent schools address operational inefficiencies, staffing gaps, and financial challenges.

Independent schools face increasing pressures to innovate and optimize financial and operational processes while maintaining long-term sustainability. Recognizing these challenges, Smith + Howard provides tailored business office solutions that help schools strengthen their financial health, improve operational efficiency and identify opportunities for financial growth. The new service offering includes:

• Business Office Assessments – Comprehensive evaluations to identify inefficiencies and implement best practices.
• Fractional Leadership – Experienced financial professionals to provide interim or part-time leadership for schools in transition.
• Full or Partial Business Office Outsourcing – Customized solutions to help schools streamline operations while ensuring continuity and institutional knowledge retention.

“Independent schools are navigating an increasingly complex financial and operational landscape,” said David Lee, Partner and Independent School Practice Leader at Smith + Howard. “Our Business Office Services are designed to provide the expertise, leadership, and support these organizations need to thrive—whether that means filling staffing gaps, modernizing processes, or enhancing cost-effectiveness without sacrificing quality.”

By offering customized support, Smith + Howard empowers schools to implement more efficient workflows, improve financial reporting, and ensure long-term operational stability. These solutions address critical pain points such as:

• Lack of internal expertise or staffing shortages
• Inefficiencies in financial and operational processes
• Outdated or fragmented business office systems
• Challenges in cost management and institutional knowledge retention

The Business Office Services offering reflects Smith + Howard’s commitment to supporting independent schools by providing expertise and scalable solutions that help institutions operate more efficiently and effectively.

About Smith + Howard

Smith + Howard is a nationally recognized accounting and advisory firm serving businesses across multiple industries, including construction, distribution, hospitality, manufacturing, nonprofit, real estate, technology, and transportation/logistics. The firm provides a comprehensive suite of services, including audit, tax, international tax consulting, transfer pricing, cyber risk compliance, R&D tax credits, SOC reporting, and more. Additionally, under its Family of Companies umbrella, Smith + Howard offers wealth management, sales and use tax, property tax, management consulting, human capital consulting, and executive search services—helping businesses at every stage of growth.

Smith + Howard operates under an alternative practice structure. In this arrangement, Smith + Howard, PC, a licensed accounting firm, provides audit and attest services, while Smith + Howard Advisory LLC delivers tax, accounting, and advisory services.

Media Contact

Julie Barnes
Chief Marketing Officer
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