[Cadre-politics] FYI CSL audit status

[kristina_ickes at comcast.net]

Hi Jodi

I have a client and a prospect in Concord that I am trying to line up meetings with next week. Perhaps it might make sense if I dropped in, we met briefly to talk about your needs and then I could pop some of these calls right there with you present?

Kristina Ickes

-------------- Original message -------------- 
From: "Jodi DeLibertis" <jdelibertis at jerichoroadproject.org> 

> I am desperately seeking accountants and am happy to make the approach to 
> any of these on your behalf. However if you have a personal connections 
> that is usually more successful than a cold call. Let me know if you want 
> me to approach. In any event, we can run any pro bono project thru JR and 
> then we can handle the project management (some volunteers like to have the 
> support). 
> 
> Jodi DeLibertis 
> Program Director, Lowell 
> Jericho Road Project 
> 20 Lexington Road 
> Concord, MA 01742 
> ph: 978-500-1722 
> http://jerichoroadproject.org 
> 
> 
> -----Original Message----- 
> From: Dan MacNeil [mailto:dan at thecsl.org] 
> Sent: Tuesday, October 09, 2007 11:13 PM 
> To: kristina_ickes at comcast.net 
> Cc: cadre-politics at lists.thecsl.org; Jodi DeLibertis 
> Subject: Re: [Cadre-politics] FYI CSL audit status 
> 
> > At the risk of toe stepping, my work 
> > prompts me to work with and collaborate 
> > with CPA's all day. 
> 
> I love it when people step on toes like this. 
> 
> Please do it some more. 
> 
> > Say the word and I can ask any one of them 
> > and........will ask them to donate the work. 
> 
> Word! 
> 
> While I am tempted to go straight for the tattooed guy. I leave the 
> selection of the first askee in your capable toes. 
> 
> If there is more pro-bono work that we can absorb, we might consider our 
> friends at http://www.jerichoroadproject.org/ (CC'd) 
> 
> Ideally, we'd like to get started by late november, but since we don't 
> have a specific grant asking for a audited financial statement in the 
> tube... 
> 
> kristina_ickes at comcast.net wrote: 
> > At the risk of toe stepping, my work prompts me to work with and 
> collaborate with CPA's all day. 
> > Here are a select few who will likely fit the bill: 
> > 
> > Chuck Costa - Lowell - Middlesex Street - is quite capable and likely can 
> do either full or review for less and is familiar with NPO audits. 
> > 
> > His former partner, Debra Dobbins has relocated to Nashua and is also 
> familiar with NPOs and quite reputable. 
> > 
> > Ed Baroody - Manchester NH is good & has a boatload of tattoos making 
> him a cool auditor alternative to the blue suit and tie options. 
> > 
> > Trish Boucher, Concord NH is experienced with Non profits......though 
> admittedly a bit distant geographically. 
> > 
> > Andrew Lane, Derry NH does a lot of work for one of my clients. I respect 
> him. 
> > 
> > Drew Landry is also excellent - former tax auditor for the US Gov and 
> friend of the NH charitable Foundation - does a lot of NPO work for the 
> foundation clients. He is, like Dan, capable and humble. 
> > 
> > Say the word and I can ask any one of them and........will ask them to 
> donate the work. 
> > 
> > Note: I have an opinion, professionally developed as a result of a 
> client's experience, that prompts me to raise concern about St Armand in 
> Dracut. The situation may be an anomoly- but I would be remiss to not note a 
> concern. 
> > 
> > K 
> > 
> > 
> > 
> > 
> > -------------- Original message -------------- 
> > From: Dan MacNeil 
> > 
> >> Audit. 
> >> 
> >> Partly because I'm a glutton for punishment, partly because the pesky 
> >> grant applications ask for an "audited financial statement", I've been 
> >> asking around for prices on Audits. 
> >> 
> >> An accountant acquaintance from http://lowellhabitat.org/ tells me he's 
> >> asked around and: 
> >> 
> >> 1) $5000 for an audit 
> >> 2) $1500 for a compilation/review 
> >> 
> >> For an organization of $100,000, the former would be ok. 
> >> 
> >> Ironicly, I'll need to balance the checkbook to see if the later is 
> >> mathamatically within our reach. (It probably is). 
> >> 
> >> If we have the cash, we will probably await the counsel of the board in 
> >> the 11/15 meeting. to know if a document with an accounting firm's 
> >> stationary is of higher priority than 12 hours of battery backup, a 
> >> trip to http://YAPC.org, a cash reserve or case of new bath salts for 
> >> the Lab Jacuzzi. 
> >> 
> >> Jericho Road is looking to recruit accounting volunteers and our board 
> >> nominating committee guided by our esteemed vice president has a line of 
> >> a finance professor who might serve on our board. 
> >> 
> >> _______________________________________________ 
> >> Cadre-politics mailing list 
> >> Cadre-politics at lists.thecsl.org 
> >> http://lists.thecsl.org/cgi-bin/mailman/listinfo/cadre-politics 
>