Audit PDF

Request the checklist or a consultation.

Send basic information about your Catholic organization, reporting requirement, deadline, and prior-year financial statements if available.

Start here

Use this intake form to request the Catholic Audit Readiness Checklist, ask about audit/review/compilation fit, or start a CPA quote conversation.

What to include when contact details are added

  • Organization name and type: parish, Catholic organization, ministry, charity, foundation, or religious order
  • Engagement needed: outsourced accounting, audit, review, compilation, Form 990, or advisory
  • Fiscal year-end and deadline
  • Reason for the report: diocese, lender, board, grantor, donor, state filing, or internal governance
  • Accounting system used
  • Prior-year report, if available

Contact details: Email and phone number will be added before publishing.

Not ready for a quote?

Open the audit readiness checklist first and use it to organize records before requesting an audit, review, compilation, or Form 990 conversation.
Open Checklist