Subject: Re: [External] request for audit proposal for 24/25 audit

Gomez, Marlen Marlen.Gomez@claconnect.com

AttachmentsFri, Feb 14, 1:45 PM
to Kristin M Mack-Fett
Hi Kristy,

The 24/25 quote is below. 

Professional Services
Fee
Financial statement audit
$27,500
Informational Tax Returns
$4,500
Subtotal
$32,000
Tech Fee - 5% of fees
$1,600
Total
$33,600

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, 

Marlen Gomez (she/her/hers)

Principal

Assurance

Direct 626-387-8232

CLA (CliftonLarsonAllen LLP)

marlen.gomez@claconnect.com

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.



From: Kristy Mack Fett <mskristy@oceancs.org>
Sent: Wednesday, February 12, 2025 11:57 AM
To: Gomez, Marlen <Marlen.Gomez@claconnect.com>
Subject: [External] request for audit proposal for 24/25 audit
 

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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