Answers for boards, treasurers & managers.

It depends on your governing documents, any lender or insurer requirements, and applicable Florida statutes. An audit provides the highest level of assurance, a review provides limited assurance at a lower cost, and a compilation is a professional presentation without assurance. We'll review your bylaws with you during a free consultation and confirm the right fit before you commit to anything.

An audit involves detailed testing of your records and internal controls and results in an opinion on whether your financial statements are fairly presented — the highest level of assurance. A review is less extensive: it relies on analytical procedures and inquiry to provide limited assurance that no material changes are needed. A review costs less than an audit and is often a good fit for mid-sized associations.

Yes. Coastal Clarity Assurance focuses exclusively on Florida community associations — homeowners associations and condominium associations. That singular focus means we already understand the reserve studies, assessment structures, and reporting expectations specific to your world, so there's no learning curve on your dime.

We're based in the Fort Lauderdale area and serve associations throughout the entire state — from South Florida's coasts to the Gulf and Central Florida. Because we work with secure digital document exchange, distance is rarely an obstacle.

Every engagement is quoted individually based on the level of service, the size of your association, and the condition of your records. After a brief consultation we provide a clear, fixed-scope proposal so you know exactly what to expect — no open-ended hourly surprises.

Timing depends on your association's size and how readily records are available, but our technology-driven approach is built for efficient turnarounds. We set a clear timeline at the proposal stage, schedule around your fiscal year and annual meeting, and keep you updated throughout so deadlines are met.

A licensed CPA leads and reviews your engagement directly. Unlike larger firms that delegate the bulk of the work to first-year associates, our senior-led model means you work with an experienced professional from kickoff through the final board presentation.

Typical items include your financial statements and general ledger, bank statements and reconciliations, board minutes, governing documents, budgets, and reserve information. You'll receive one organized request list up front so you can gather everything in a single pass rather than responding to scattered requests.

Absolutely. Communication is central to how we work. We deliver final statements alongside a plain-English walkthrough and are happy to present to your board and answer directors' and members' questions directly — so the audit informs real decisions.

Reach out for a free 15-minute consultation by phone, email, or our contact form. We'll discuss your association's needs, confirm the right level of service, and send a clear proposal — usually within one business day.