we expect our audit firm to leverage AI.
ChartRequest is seeking a U.S.-based Certified Public Accountant (CPA) or CPA firm to perform an independent annual financial statement audit in accordance with U.S. Generally Accepted Auditing Standards (GAAS) and issue an opinion on financial statements prepared under U.S. Generally Accepted Accounting Principles (GAAP). This engagement covers a full-scope audit of ChartRequest’s financial statements for the fiscal year ending December 31, 2026, with the expectation of a multi-year engagement relationship for qualified candidates.
ChartRequest has completed three consecutive annual financial statement audits with a prior independent audit firm. We are transitioning to a new auditor this year as part of a standard rotation to bring a fresh perspective to our financial reporting. There were no disagreements, scope limitations, or material issues with the prior engagement. All prior audit opinions were unqualified (clean). We are looking for a qualified professional or firm that can deliver the same level of rigor while bringing the added benefit of healthcare industry familiarity and strong communication practices.
This posting is comprehensive by design. We want candidates to fully understand ChartRequest’s business, financial complexity, regulatory environment, and operational context before submitting a proposal. We believe the best audit relationships are built on deep understanding from day one, not surface-level scoping followed by surprise complexity. Please read this entire document carefully before responding.