Smarter Audits for Florida’s HOAs, Charter Schools, and Special Districts
We combine 20 years of assurance experience with modern audit technology to deliver audits that are faster, less disruptive, and produce insights your board can actually use.
Why Organizations Across Florida Choose Coastal Clarity
We built our firm around what matters most: efficiency, clarity, and findings you can actually act on.
Technology-Enabled Audit Process
We use advanced analytics and data-driven tools to identify patterns, test transactions, and surface findings that traditional methods miss—delivering a more thorough engagement in less time.
Faster Turnaround, Less Disruption
Our technology-forward approach means fewer document requests, shorter fieldwork windows, and less time your staff spends pulled away from daily operations.
Actionable Insights Beyond Compliance
Every engagement includes practical observations and KPI-driven analysis that help leadership make informed decisions—not just a standard opinion letter.
Senior-Level Attention
Your audit is led by an experienced CPA who knows your industry—not delegated to junior staff. You get direct access to the person making the decisions on your engagement.
Who We Serve
We focus exclusively on three types of Florida organizations—because deep expertise matters more than being a generalist.
HOAs & Condominiums
Single-family HOAs, condominiums, townhome communities, mixed-use developments, high-rise associations, resort-style communities, and developer-controlled associations in transition.
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Special Districts
Community Development Districts (CDDs), fire rescue districts, water management districts, library districts, municipal service taxing units, and other special districts across Florida.
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Does Your Organization Need an Audit?
Florida law sets specific financial reporting requirements based on your organization’s type and annual revenues.
HOAs & Condominiums (Florida Statutes 720 & 718)
| Annual Revenue | Required Reporting Level |
|---|---|
| $500,000 or more | Full audit by an independent CPA |
| $300,000 – $499,999 | Reviewed financial statements |
| $150,000 – $299,999 | Compiled financial statements |
| Under $150,000 | Report of cash receipts and expenditures |
Associations with 1,000+ parcels must have an audit regardless of revenue.
Charter Schools (Florida Statute 1002.33)
All Florida charter schools must complete an annual financial audit.
Special Districts (Florida Statute 218.39)
Independent special districts with annual revenues or expenditures exceeding $100,000 must complete an annual audit under Government Auditing Standards. Districts receiving $1,000,000+ in federal funding are subject to Single Audit requirements.
Not sure where your organization falls? Reach out for a free consultation →
American Institute of CPAs
Community Associations Institute