HOA & Condo Audit Inquiry
Tell us about your association and we'll send a tailored proposal within 48 hours.
About Your Association
Association Legal Name
*
Association Type
*
Please Select
HOA
Condominium Association
Other
Street Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Year Formed
Total Residential Units
Your Contact Information
Full Name
*
First Name
Last Name
Role
*
Board President
Board Treasurer
Board Secretary
Other Board Member
Property Manager
Management Company Staff
Attorney for the Association
Other
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Management Company Name
*
Management Company Contact Name
*
First Name
Last Name
Management Contact Email
*
example@example.com
Service Needed
Service needed
*
Audit
Review
Compilation
Not sure — please advise based on our situation
Do you need comparative financial statements (prior year summarized)?
*
Yes
No
Tax service needed
*
Yes
No
Not sure
Primary reason
*
Florida statutory requirement
Annual board requirement
Loan or refinance requirement
Developer turnover
Suspected irregularities or concerns
Other
First time audit, review, or compilation
*
Yes
No
Other
Fiscal year-end
*
-
Month
-
Day
Year
Date
When does the engagement need to be completed?
-
Month
-
Day
Year
Date
Prior auditor, if any
*
If changing auditors, what prompted the change?
Financial Profile
Most recent annual total revenue
*
Under $150K
$150K–$300K
$300K–$500K
$500K–$1M
$1M–$2M
$2M–$5M
Over $5M
Not sure
Number of operating bank accounts
*
Number of reserve accounts
*
Reserve funding approach
*
Full funding (component method)
Pooled/cash flow method
Baseline/threshold funding
No formal reserve study
Not sure
Accounting system used
*
Please Select
QuickBooks Desktop
QuickBooks Online
CINC Systems
TOPS
AppFolio
Vantaca
Caliber
BuildingLink
Other
Not sure
Audit, review, or compilation in the past 3 years
*
Yes — every year
Yes — some years
No
Not sure
Complexity & Risk Factors
Past 24 months: which situations apply?
*
Developer turnover
Special assessment
New loan or refinance
Material litigation pending
Suspected fraud or financial irregularities
Significant board turnover
Management company change
Insurance claim or major repair project
None of the above
Prior audit findings, deficiencies, or material weaknesses
Documents available in digital form
*
Yes — fully digital
Partially digital
Mostly paper
Most recent financial statements
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Anything Else
Anything else you’d like us to know
How did you hear about us?
*
Referral from board member or peer
Referral from attorney
CAI Southeast Florida directory
Our website
LinkedIn
Search engine
Other
Submit
Should be Empty: