GENERAL DESCRIPTION OF OUR ASSOCIATION
• Name: [INSERT HOA NAME]
• Location: [INSERT HOA ADDRESS, CITY, STATE]
• Type of association: [INSERT MASTER PLAN, CONDOMINIUM,
TOWNHOMES, OR CO-OPERATIVE]
• Number of units: [INSERT #]
• Annual assessments: [INSERT $000,000.00]
• Inception year: [INSERT YEAR]
• Accounting volume: [INSERT # OF PAYABLE CHECKS, CASH RECEIPTS]
• Accounting year start & end: [INSERT START & END DATES]
SERVICES OUR ASSOCIATION EXPECTS FROM A CPA
• Annual federal and state tax filings
• Annual (audit/compilation/review) to be completed in accordance with the
requirement of the association's governing documents and state statutes
• Auditor evaluation of the internal controls surrounding community records
(if applicable)
Disclaimer: this list includes the general aspects of audit and review services. The
RFP you design for your association should include what your board requires of its
future CPA as precisely as possible.
