Assurance Services Built for the Organizations We Know Best
Independent audit, review, and compilation services for Florida’s community associations, charter schools, and special districts.
Industries We Serve
We focus exclusively on three types of Florida organizations so we can bring genuine expertise to every engagement.
HOAs & Condominiums
From single-family communities to high-rise condominiums, we understand the financial structures, reserve requirements, and board dynamics that define community association audits in Florida.
Charter Schools
Charter schools operate at the intersection of educational mission and public accountability. We provide annual audits and financial reporting that gives governing boards the clarity they need.
Special Districts
Special districts deliver essential public services and manage public funds under close scrutiny. We provide GAGAS-compliant audits tailored to CDDs, fire districts, water management districts, and more.
Our Assurance Services
Audit
The highest level of assurance. Risk-based procedures and detailed testing to form an independent opinion on your financial statements.
You receive: Auditor’s report, audited financials, management letter, and board debrief.
Review
Limited assurance through analytical procedures and inquiries. A practical option when you want credibility beyond a compilation without a full audit.
You receive: Review report and reviewed financial statements.
Compilation
Professionally prepared financial statements from management-provided information, without assurance. For internal, lender, or general business use.
You receive: Compiled financial statements.
Which Service Level Does Your Organization Need?
| Organization Type | When an Audit Is Required | Other Options |
|---|---|---|
| HOA / Condo | Annual revenues of $500,000+ or 1,000+ parcels | Review ($300K–$499K), Compilation ($150K–$299K) |
| Charter School | Required annually for all FL charter schools | — |
| Special District | Annual revenues/expenditures exceeding $100,000 | Single Audit if $1M+ in federal expenditures |
Not sure which applies? Contact us for a free consultation →