Pricing and buying
Fixed prices, quoted in writing before we start
You know the full price before any work begins. Public bodies pay on invoice after delivery, net 30. No deposit.
Three services
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For units on the late list
Catch-up
US$2,000 to 4,500
Up to three late years, as one fixed-price job.
- The annual financial report for each late year, from your records.
- Totals checked against your bank statements.
- Filing notes for Comptroller Connect, year by year.
- A one-page fee statement for your board.
More than three late years? We quote after the free statement.
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Every year after
Yearly report
US$600 to 1,800 a year
The current year's report, done before it is due.
- A reminder and records checklist well ahead of your due date.
- The report prepared and checked against your bank statements.
- Filing notes, and the last day to ask for the 60-day extension if you need it.
Cancel any year by email.
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From fiscal 2027
Audit-in-lieu switch
US$1,000 to 2,500
For units under US$1.4 million in revenue whose board chooses to file the report instead of a yearly audit.
- The fiscal 2027 annual financial report.
- A plain summary of the report for each board member.
- The Comptroller's checklist for the Certified Copy of Vote, and a timeline so the vote and its approval land before your due date.
Where your price lands in the range
- How many funds and bank accounts your unit keeps.
- How complete the records are for each year.
- Whether you carry debt or run a utility, which adds pages to the report.
- Whether your unit can use the Comptroller's shorter abbreviated form, open to cash-basis units with total revenue under US$100,000.
Optional second check
An experienced governmental bookkeeper can go over the numbers before delivery. It is not required by law, and it is quoted with the job if you want it.
Not included
- Audits, which must be done by a licensed CPA.
- Legal or accounting advice, or a decision on which audit route applies to you.
- Logging in or filing for you. Your officer files.
- Requests to reduce fees. The Comptroller explains how after you file.
Buying from us
Terms written for a public body
| Quote | A fixed price on one page, with the scope and delivery date, addressed to your board if it must approve the spend. |
|---|---|
| Payment | Invoice after delivery, net 30. No deposit and nothing to pay before you have the reports. |
| Methods | ACH bank transfer or check, in US dollars. |
| Tax form | We are a Canadian corporation, so we give US payers IRS Form W-8BEN-E, the form for foreign entities, instead of a W-9. About Form W-8BEN-E (IRS) |
| Vendor forms | Send us your unit's vendor or conflict-of-interest forms and we complete them. |
| Your records | Used only for your reports, kept private and deleted on request. Privacy notice |