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Item 12 Contract to Cherry Bekaert Advisory LLC for Governmental Accounting Standards Board
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Item 12 Contract to Cherry Bekaert Advisory LLC for Governmental Accounting Standards Board
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5/20/2025 5:32:58 PM
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City Clerk
Doc Type
Agenda
Agency
Finance & Management Services
Item #
12
Date
5/20/2025
Destruction Year
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Cherry <br />Bekaert <br />Proposal for City of Santa Ana <br />/ Tailored training from industry experts who have presented at national conferences, including the GASB 101 <br />training at the National Government Finance Officers Association conference, and multiple team members who <br />served at the Governmental Accounting Standards Board. <br />/ Government accounting advisory expertise from a team who provide advisory services year-round, with <br />implementation of new GASB standards one of the core services offerings. Our unique national approach ensures <br />you are never put second to audit or other competing deadlines. <br />/ Ready -built templates, checklists, and tools for GASB 101 that have been utilized by other governments and <br />updated based on implementation lessons learned that will be tailored to align with the City's needs. <br />/ Service team with experience implementing GASB 87 at several large California governments <br />We commit to perform all services in a timely manner. Our engagement procedures will be tailored specifically to the <br />City's needs, streamlined through years of experience with similar organizations. We would consider it a privilege to <br />partner with the City and we look forward to helping you achieve current and future goals. With Cherry Bekaert, you <br />can rely on a Firm that meets it commitment to the highest level of quality service, a commitment that separates Cherry <br />Bekaert from other firms. <br />Thank you again for this opportunity. If you have questions about this proposal or require additional information, please <br />feel free to contact us directly. We would also love the opportunity for our partner, Danny Martinez, to be able to <br />present our service approach and all of the things we've built to support our clients with GASBs 87, 96, and 101. <br />Sincerely, <br />Cherry Bekaert <br />Danny Martinez, CPA, CGFM <br />Partner, Cherry Bekaert Advisory LLC <br />Government & Public Sector Accounting Advisory Lead <br />P: 512.479.6000 <br />2 <br />
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