Hi Kristy,
The 24/25 quote is below.
Professional Services
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Fee
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Financial statement audit
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$27,500
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Informational Tax Returns
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$4,500
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Subtotal
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$32,000
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Tech Fee - 5% of fees
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$1,600
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Total
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$33,600
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I also went ahead and prepared the corresponding audit and tax service agreements for the 24/25 fiscal year. Please use the PDFs attached for review/presentation to the board (as applicable). When ready to sign, use the links below. I am happy to answer any questions
you might have and hope you have a lovely weekend.
Thank you,
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Marlen Gomez (she/her/hers)
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Principal
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Assurance
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CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See
CLAglobal.com/disclaimer. Investment advisory services
are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
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Think Security – This email originated from an external source. Be cautious with any links or attachments.
Hi Marlen,
I hope you are doing well.
In preparation for our next Finance meeting on 2/25, would you be able to send me a CLA audit proposal for 24/25 audit? Ideally, we'd be interested in a multi-year agreement so please let me know if that's possible too.
Thanks so much,
Kristy
__
Kristy Mack-Fett
Executive Director
Ocean Charter School
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