Leonardo & Company CPA Firm
Boca Raton's Premier Audit & Assurance CPA Firm

Small Firm Personality.
Big Firm Capability.

Leonardo & Company delivers institutional-grade audits, reviews, and compilations for HOAs, nonprofits, manufacturers, and privately held businesses — with the personal attention your industry demands.

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AICPA Member Firm
CPA & MBA Certified
Certified ProAdvisors
14-Layer Secure Portal
Why Choose Us

The Leonardo & Company Difference

AICPA Member Firm

Our professionals hold active AICPA membership and CPA credentials, upholding the profession's highest standards on every engagement.

Decades of Industry Experience

Deep, accumulated expertise across the most technically demanding audit environments — HOAs, nonprofits, manufacturing, and more.

14-Layer Secure Client Portal

Your financial documents are protected by enterprise-grade multi-layer security and accessible to you anywhere, at any time.

True Industry Specialization

We don't generalize. Our firm has spent decades mastering the specific industries where precision and compliance matter most.

Consistent Project Teams

Low staff turnover on every engagement means the professionals who start your audit finish it — no knowledge gaps, no handoffs mid-project.

Small Firm Access, Big Firm Results

Direct relationships with experienced CPAs who know your business — not a revolving door of junior associates.

What We Do

Full-Spectrum Assurance Services

From comprehensive audits to executive financial strategy, we match the right engagement to your exact reporting requirements.

Tax Services — Financial Audits

Financial Audits

Independent, rigorous examinations of your financial statements that give creditors, investors, and stakeholders the highest level of confidence in your reported position.

Financial Reviews

Reviews

A cost-effective alternative to a full audit, providing limited assurance on your financial statements for lenders, partners, or internal governance needs.

Business Services — Compilations

Compilations

Professional preparation of financial statements from management-provided data, presented in the format your business, board, or stakeholders need.

401(k) Plan Audits

DOL-compliant retirement plan audits protecting your employees' assets with accurate, compliant reporting.

Nonprofit Audits

Mission-focused audit engagements ensuring the transparency and compliance donors, grantors, and boards require.

CIRA / HOA Audits

Expert Common Interest Realty Association audits for homeowner associations and condominium communities.

Privately Held Audits

Creditor-ready, investor-grade audits for companies navigating growth, outside financing, or ownership transitions.

Manufacturing Audits

Industry-informed audits accounting for inventory, cost structures, and operational complexity unique to your sector.

CFO Services

Strategic financial oversight and executive-level guidance without the overhead of a full-time CFO.

Trust Tax Planning

Sophisticated strategies that protect assets, minimize liability, and preserve what you've built for generations.

Estate Planning

Comprehensive estate planning strategies protecting your legacy and the people and purposes that matter most.

About the Firm

Precision. Experience.
Partnership.

At Leonardo & Company, we've built our reputation on a simple but powerful premise: you deserve big-firm results without sacrificing the personal attention that actually makes a difference. Located in Boca Raton, Florida, our firm brings together CPAs, accountants, and financial professionals with decades of hands-on experience across some of the most technically demanding audit environments in the industry.

We specialize where others generalize. Our team has developed deep expertise in the industries that need it most — homeowner associations, condominium communities, nonprofits, manufacturing companies, and privately held businesses. That specialization means fewer surprises, faster execution, and financial reporting your stakeholders can rely on.

Our philosophy is straightforward: auditing and assurance should be a positive experience. We design every engagement to minimize disruption to your business, maintain consistency across your project team, and deliver timely results that keep you ahead of your obligations.

Certified Public Accountant
MBA Designation
AICPA Member
Certified ProAdvisor
HOA
CIRA Specialists
14×
Security Layers
501c
Nonprofit Ready
DOL
401k Compliant

"Auditing and assurance can be a positive experience for your business — and that's what we're here to deliver."

— Leonardo & Company

Our Approach

How We Deliver Results

A structured, transparent process designed to run alongside your business — not against it.

1

Schedule Your Consultation

Connect with our team to discuss your business, industry, and assurance needs.

2

Define Your Engagement

We assess your requirements and recommend audit, review, or compilation to satisfy your stakeholders.

3

Build Your Custom Plan

A tailored engagement roadmap covering scope, timelines, and coordination — structured from day one.

4

Execute with Minimal Disruption

A consistent project team gathers what's needed efficiently — without pulling your staff off priorities.

5

Deliver Timely Results

Accurately prepared financial reports within a competitive timeframe — ready for any stakeholder who needs them.

Start the Process Today
Why Leonardo & Company

Built for Accuracy.
Designed for You.

🎯

Niche Industry Mastery

From HOA communities to nonprofits and manufacturers, our CPAs bring deep, industry-specific knowledge — not a generalist's guesswork.

🏆

Decades of Proven Experience

Our team has spent decades refining the audit process so you get accurate, reliable results delivered by professionals who have seen it all before.

🛡️

Minimal Business Disruption

Every engagement runs smoothly alongside your operations, so your team stays focused on running the business while we handle the numbers.

⚡

Competitive Turnaround Times

Streamlined processes and low project turnover mean you get the data you need faster than industry standard — without sacrificing accuracy.

🔐

14-Layer Secure Client Portal

Access and store your critical financial documents anytime through a dedicated, password-protected portal with enterprise-grade protection.

📜

AICPA-Credentialed Professionals

Our team holds CPA and MBA designations and maintains active AICPA membership, upholding the highest standards of the profession.

👥

Project Team Continuity

Low turnover means the same professionals who start your audit finish it — no handoffs, no knowledge gaps.

📊

Full-Spectrum Assurance

From comprehensive audits to limited-assurance reviews and compilations, we match the right engagement to your exact reporting requirements.

Common Questions

Frequently Asked Questions

We specialize in homeowner associations, condominium communities, nonprofits, manufacturing companies, and privately held businesses. Our niche focus means our team brings relevant, industry-specific experience to every engagement — not a one-size-fits-all approach.

An audit provides the highest level of assurance through an independent examination of your financial statements. A review offers limited assurance at a reduced scope and cost. A compilation involves professionally preparing your financial statements from management-provided data without providing assurance. We help you select the right service based on your stakeholders' requirements.

A CIRA (Common Interest Realty Association) audit is a specialized engagement for homeowner associations and condominium communities that follows specific accounting standards. Many associations are required to obtain one by their governing documents, state law, or lender requirements. We can help you determine what your association needs.

Yes. We perform 401(k) plan audits required by the Department of Labor for qualified retirement plans that meet the filing threshold, ensuring compliance and providing the independent assurance that protects both plan sponsors and participants.

We plan every engagement with your operations in mind — coordinating document requests efficiently, communicating clearly about what we need and when, and maintaining low project turnover so the same experienced professionals handle your engagement from start to finish.

As a Leonardo & Company client, you receive access to a dedicated, password-protected client portal secured with 14 layers of protection, so you can store and retrieve important financial documents from anywhere, at any time.

Our professionals hold CPA and MBA designations and maintain active membership in the American Institute of Certified Public Accountants (AICPA). Our team also includes Certified ProAdvisors and members of the Accountant Finder Network.

Yes. In addition to our core audit, review, and compilation services, we offer CFO services, trust tax planning, and estate planning to support a broader range of your financial and strategic needs.

Ready to Get Started?

Let's Build Your Financial Confidence Together.

Schedule a consultation today and discover how Leonardo & Company can deliver institutional-grade assurance with the personal attention your business deserves.

Call (561) 205-2727

or email us at milyl@auditcpas.com

Phone

(561) 205-2727

Email

milyl@auditcpas.com

Office

1900 NW Corporate Blvd
Suite 110W, Boca Raton, FL
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