Welcome to HM&M Audit
We are excited to welcome you as a new client and appreciate the trust you have placed in our firm. Throughout our 40 year history, HM&M has developed a deep level of knowledge and experience to share with you as we help you reach your goals. Let’s begin our relationship by reviewing a few housekeeping items.
WATCH OUR WELCOME VIDEO
ENGAGEMENT LETTERS
One of the first pieces of communication you will receive from HM&M is an Engagement Letter. Sent at the beginning of our relationship and/or if the scope of your work ever changes, the Engagement Letter defines the terms of our agreement. We will send the document electronically for your review and signature via SafeSend Signature, or alternatively, in paper format, if requested.
COMMUNICATION
HM&M believes in keeping the lines of communication open and our clients informed of the latest accounting, tax, and business updates. Throughout your engagement, you will receive emails and phone calls from your advisor and team. You may also receive our bi-monthly newsletter by mail, as well as occasional emails with updates. Additionally, please follow us on social media for real-time updates.
We want our communication to be a dialog, not a monologue. As important events happen in your life or business that may impact your financial situation from a tax or accounting perspective, keep us in the loop as your personal advisor. Phone calls, emails, lunches, or coffees are great ways for us to stay connected. We also want to be cognizant of personal communication preferences, so please let your advisor know the best way for us to stay in touch.
DOCUMENT TRANSFER
From time to time, we will need to exchange confidential information. We take your security and privacy very seriously.
SuraLink is a program your audit team will use to collect and share files. SuraLink combines a traditional request list and a file portal. All requests and files are in one place, updated live, in real-time for mutual accountability, and are highly secure.
Confirmations to third parties are done through Confirmation.com. This electronic platform reduces the cost and time to complete the confirmation process, and most importantly, it is highly secure.
Additionally, your advisor may exchange documents via ShareFile. This is a quick, simple, direct way for us to receive information via a secure link that is shared with you through email.
DELIVERY OF PRODUCT
At the conclusion of your audit, you will receive your audit report, in PDF format, through SuraLink. If requested, we can create printed, bound copies.
BILLING PROCESS AND PAYMENT METHODS
You can generally expect to receive an invoice at the conclusion of each phase of your audit:
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- Planning and Interim
- Field Work
- Conclusion
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Depending on your services, your billing situation may differ slightly. All invoices are due and payable upon receipt. If an invoice is not paid within 30 days, the Firm reserves the right to suspend services as well as withdraw from providing services. Invoices that remain unpaid for 60 days or more, from the original invoice date, will be assessed a late charge of 1% per month of the total unpaid fee balance.
HM&M offers four payment methods:
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- Check
- ACH
- Credit Card – 3.5% processing fee
- Financing
The payment options of ACH, credit card, and financing are all accessible from our website.
BDO ALLIANCE USA
HM&M is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. In the event you have a situation expanding beyond our in-house resources, the BDO Alliance USA relationship allows us to provide added assistance without jeopardizing our relationship, independence, or autonomy.
OTHER SERVICES
HM&M is a multispecialty accounting firm here to strategically solve your challenges. Our four service lines: Assurance, Taxation, Business Valuation & Litigation Support, and Accounting Services are outlined below.
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We look forward to working with you and building a long-term relationship.