Icon of a clipboard with a checkmark, a signature line, and a pencil.

Request a Proposal

Our proposals include a variety of information about our firm, team, approach, and specific information such as pricing. We accept proposals for attestation engagements electronically and ask that you provide us with the following information:

  • A profit and loss comparison report showing the 2 most recent fiscal years.

  • A balance sheet for the last day of the 2 most recent fiscal yearsThe two most recently filed tax returns

  • If you have previously had financial statements prepared by a CPA (i.e,. audit, review, or compilation), a copy of the 2 most recent reports and associated financial statements.

We will review the information you submit, contact you with questions if necessary, and then provide the proposal by email.

Ready to start a conversation?

If you’re looking for a CPA firm that combines technical expertise with a more personal, responsive approach, we’d be glad to talk.

Icon of a checklist with a pen and a checkmark on a clipboard.

Request a Proposal

Icon of a calendar and a clock

Schedule a Meeting

Image of a speech bubble with a question mark inside, representing a question or inquiry.

Ask a Question

Folder icon with an upward arrow indicating upload or file transfer.

Send Us Files