SBHA Accounting Firm Bid Comparisons for Stonebrook Homeowners Association

Accounting Firm Bid Comparisons

for Stonebrook Homeowners Association

Bell Group

Option 2 annual cost

·       $185 X 11 + $250 = $2,285 + postage, paper, envelopes, etc (est $400) for first year = $2,685

·       $185 X 12 = $2,220 + postage, paper, envelopes, etc (est $400) for subsequent years = $2,620

Option 1 annual cost (includes tax preparation)

·       $225 X 11 + $250 = $2,725 + postage, paper, envelopes, etc (est $400) for first year = $3,125

·       $225 X 12 = $2,700 + postage, paper, envelopes, etc (est $400) for subsequent years = $3,100

Doug Talbot (Rudd & Company)

·       $125 X 11 + $600 + $500 = $2,475 first year + $200 tax preparation = $2675

·       $125 X 11 + $600 = $1,975 subsequent years + $200 tax preparation = $2,175

Lisa Moss

·       $3,600 this year

·       $2,875 subsequent years

In addition each year we would save about $200 on the post office box rental (except we would probably keep the post office box if we use Lisa) plus about $300 to send out our annual dues.