FEATURED PUBLICATION · DISTINGUISHED BUDGET PREPARATION™

Forensic Review of the Proposed FY2026–27 Operating Budget

A full forensic accounting review of a proposed condominium operating budget, published in full so prospective clients can examine the same methodology behind every Distinguished Budget Preparation™ engagement before they inquire.

"We believe prospective clients should be able to evaluate the quality of our work before deciding whether to hire us."

123-Page Forensic Accounting Report · 76 Pages of Supporting Materials · 6 Publications in the Complete Package, Free

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This publication documents a complete forensic accounting review of a proposed annual operating budget for a large condominium association. The engagement asked a single governing question: did the board have sufficiently reliable financial information to approve the budget as presented?

Answering that question required reconstructing the association's proposed assessment and fee schedule from underlying accounting records, testing reserve funding against the reserve study, and reconciling every material schedule supporting the proposed budget.

The complete package includes a 129-page forensic accounting report, a 21-page executive summary, a 12-page plain English summary, a 13-slide presentation deck (available as PDF and PowerPoint), and 76 pages of supporting exhibits, appendices, and working papers.

We believe prospective clients should be able to evaluate the quality of our work before deciding whether to hire us. That is why every document below is available free of charge, in full, with no form or email required. This publication reflects the same forensic methodology behind Distinguished Budget Preparation™, applied start to finish and documented at every step.