Baystate is an independent audit practice built for homeowners associations — from a first compilation to a forensic investigation. We give boards the documented, third-party verification their fiduciary duty demands.
Assurance is an ordered scale — from formatting what you provide to independently confirming every balance. We meet you at the level your community, your governing documents, and your state require.
We assemble your financial statements into proper format from association-provided records. No verification, fastest turnaround — the right starting point for small, straightforward communities.
Analytical procedures and management inquiry surface inconsistencies and unusual items. Limited assurance, without full transaction testing — a measured middle tier for growing associations.
Independent verification of balances, transaction testing, direct bank confirmations, an internal-control evaluation, and a formal GAAP opinion. The highest level of assurance we provide.
When embezzlement or mismanagement is suspected, we trace source documents, reconstruct the record, and deliver litigation-ready findings your counsel and law enforcement can rely on.
Monthly bookkeeping oversight and reconciliation that keeps your records audit-ready year-round — and measurably lowers next year's audit fee. Assurance as an ongoing discipline, not a scramble.
Every engagement is quoted as a fixed fee after we review your unit count, revenue, and prior filings — positioned squarely within observed market ranges.
First-year audits run 15–25% higher than subsequent years, because records arrive disorganized. A monthly retainer keeps the books reconciled all year — cutting next year's audit fee and giving your board a predictable, defensible financial trail.
Four steps, one secure trail — delivered inside your state's filing deadline.
A fixed-fee proposal after we review your unit count, revenue, and prior filings.
You upload statements, reconciliations, and reserve records through an encrypted portal.
Bank confirmations, transaction sampling, and an internal-control review.
A formal opinion, delivered to your board within the state's filing deadline.
Tell us your community's size and state, and we'll return a fixed-fee proposal at the right level of assurance.
Request a proposal