How do you write an email asking for an audit?
You write an email asking for an audit by indicating the organization's name, the period requiring review, and the reason for the request, as well as the deadline. A strong message should be concrete and allow the CPA firm to price the project precisely. In the case of representing a nonprofit, the email should state whether a regular financial statement audit or a Single Audit linked with federal awards is needed.
What should an audit request email say?
An audit request email should give the CPA firm enough data to decide whether the project fits its schedule & team. Begin by stating the legal name of the organization alongside the fiscal year-end. Afterwards, explain the reason for the audit, like board oversight, a lender requirement, a grant condition, or annual reporting.
Important data:
- Organization name
- Fiscal year under audit
- Type of engagement requested
- Deadline for fieldwork or the final report
- Whether the project covers federal awards
- Main contact person
- Request for timing and fee range as well as actions
If the nonprofit spent $1,000,000 or more in federal awards during the fiscal year, underline this information. Single Audit rules likely apply to the situation
How do you structure the email?
The structure should be kept simple. Write a short opening, one section presenting the facts, and one direct request at the close.
- State the purpose of the email right away
- Name the organization & the fiscal year
- Clarify why you need the audit
- List any federal funding & grant terms or lender requirements
- Ask if the firm manages nonprofit audits
- Request a proposal & timing estimates and documentation list
What does a sample audit request email look like?
Subject: Audit Request for [The Organization Name]
Hello,
I am reaching out on behalf of [Organization Name]. We are seeking an independent audit for the fiscal year ended [Date].
We need this audit for [board reporting / lender requirement / grant compliance / annual financial statement purposes]. Our deadline for the final report is [Date].
Our organization’s approximate annual revenue is [Amount]. We [did / did not] expend federal awards during the year. If helpful, I can forward prior financial statements, the trial balance, and grant agreements.
Please let us know whether your firm handles nonprofit audits, whether you have experience with Single Audits if federal awards apply, and what information you need from us to prepare a proposal.
Thank you,
[Name]
[Title]
[Email]
[Phone]
What should you prevent?
Avoid long backstories and unclear deadlines as well as missing facts. Do not share a one-line note that only says you need an audit. Our firm requires enough detail to respond with a realistic scope, team, and timeline.
If you are trying to report suspected abuse by a tax-exempt organization, that is a distinct process. In such cases, the IRS directs people to use Form 13909 instead of hiring an outside audit firm.
Why contact Dimov Audit?
Dimov Audit works with nonprofits as well as business establishments across the USA. If you need help drafting a message, defining the project scope, or discussing timelines, reach out to our team. We can assist you in beginning the audit process with a proper request as well as next actions.
