INFORMATION ABOUT YOUR CPA FIRM: BACKGROUND
Please tell us about your CPA firm and be as thorough as possible.
• Detail your experience with other community associations, as well as any
communities of comparable size to [INSERT HOA NAME], including historical detail
on how long those services have been provided.
• List the names and contact information for other similarly sized communities we
may contact as a reference.
• Include a description of relevant factors about your organization's auditing services
that support why selecting your company is the best decision for our community
(i.e., Years of service, designations, credentials).
ADDITIONAL INFORMATION ABOUT YOUR CPA FIRM
Give us more insight into your methodology, service fees, and insurance.
Methodology
• Identify the accountant(s) we would be working with and provide biographical
information on that individual(s).
• Include a detailed description of the organizational plan used to provide service
to our association (personnel hours, scheduling, reporting, presentation).
Service Fees
• Identify your fee proposal for [INSERT SERVICES REQUESTED].
• Outline the fee increase history of your firm over the past five years.
• Relay the annual charges for corporate tax preparation (federal and state).
Certificate of Insurance
Include your CPA firm's current certificate of insurance with information related to
general liability, fidelity bond, workers' compensation, and errors and omissions.
