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Budget & Finance panel backs CliftonLarsonAllen as recommended auditor

Sun City West Budget & Finance Committee · January 7, 2026
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Sun City West's Budget & Finance Committee recommended CliftonLarsonAllen (CLA) as the association's audit firm after reviewing three proposals, citing CLA's nonprofit experience and lowest bid; the committee will forward its recommendation to the governing board.

Sun City West’s Budget & Finance Committee on Jan. 6 recommended CliftonLarsonAllen as the association’s audit firm after a review of three proposals and unanimous scorecards by the working group.

The committee’s working group — which included John Click and Mickey Jacobs, among others — evaluated submissions from PKF (San Diego), a local firm Wallace, Pleas & Dreher, and incumbent CliftonLarsonAllen (CLA). Nikki, who led the presentation, told the committee the group’s scoring…

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