CPA Audits & Reviews
for Regional Center Vendors
WIC §4652.5-compliant financial statement reviews and independent audits — delivered on time, at a transparent fixed fee.
Review or Audit — Which Applies to You?
- Assurance level
- Limited (negative assurance)
- Key procedures
- Analytical review, management inquiries, 85/15 test
- Deliverables
- Review report + management letter
- Estimated fee
- $7,000 – $15,000
- Assurance level
- Reasonable (positive opinion)
- Key procedures
- Transaction testing, confirmations, IC evaluation, 85/15 audit
- Deliverables
- Audit report + management letter + 85/15 schedule
- Estimated fee
- $15,000 – $25,000
Fixed fee quoted after a brief intake call. First-year engagements run higher due to setup and opening-balance procedures. First-year engagements require additional procedures.
What You Receive
Financial Statement Report
CPA-signed review or audit report on your financial statements in conformity with GAAP, issued in accordance with SSARS or GAAS standards.
Management Letter
Formal letter identifying any internal control weaknesses, compliance findings, or recommendations. Required by Regional Centers regardless of findings.
85/15 Program Spending Schedule
Classification and verification of your program vs. administrative spending. Disclosed in all engagements; remediation guidance provided where needed.
Submission Guidance
We walk you through exactly how and where to submit the report to your Regional Center, including any cover letter requirements.
What Happens After You Contact Us
Intake call (30 min)
We assess your funding level, fiscal year end, and any prior year gaps.
Fixed-fee quote within 1 day
Engagement letter with all-in pricing — no hourly surprises.
Records request
We provide a clear checklist of what we need. You submit securely online.
Fieldwork (2–6 weeks)
Our team performs all required procedures. We communicate progress weekly.
Draft report for your review
You verify the facts before we finalize. We address any questions.
Final signed report delivered
You forward to your Regional Center. Done.