Wellesley Audit Committee selects CBIZ as town auditor for 2026–2028

The Town of Wellesley Audit Committee voted unanimously on Jan. 20, 2026, to engage CBIZ as the town’s external auditor for a three-year term covering fiscal years 2026–2028. The vote took place during a virtual meeting convened by Chair Tim Egan.

The decision followed a Request for Proposals the Town published in December seeking audit services for fiscal years 2026–2028; proposals were due in early January. Three firms—CLA, CBIZ, and Hague, Sahady & Co.—submitted bids, and the Finance Director, Rachel De Roche, provided the Audit Committee with a detailed comparison of technical proposals and price schedules.

According to the committee's review, the evaluation weighed both cost and municipal audit experience. The Finance Director’s analysis compared annual pricing across core audit services and each firm’s experience metrics, including the number of Annual Comprehensive Financial Reports prepared, the size of their Massachusetts municipal client bases, and experience serving AAA-rated communities. Committee members cited CBIZ’s prior work for the Town and its municipal audit experience as key factors in recommending its selection, along with competitive pricing.

Chair Tim Egan called for a motion to engage CBIZ for the three-year engagement; the motion was seconded and the committee approved the contract award unanimously. The committee also approved the minutes from its Dec. 16, 2025 meeting earlier in the session. The meeting was adjourned at 5:00 p.m.

The Audit Committee’s choice advances the town’s audit procurement for the next three fiscal years; the committee noted that external auditing services are considered professional services under Massachusetts law and that issuing an RFP was conducted as a best-practice transparency measure.