Professional Presentation, No Assurance Required
A compilation is a service in which a CPA presents financial information in the form of financial statements without providing any assurance on those statements. While we don't express an opinion or provide any assurance, compiled financial statements carry the credibility of being prepared by a licensed CPA.
Compilation services are conducted in accordance with SSARS and are ideal for organizations that need properly formatted financial statements for internal use or for stakeholders who don't require assurance.
When Compilations Are Appropriate
- Internal management reporting and decision-making
- Small business loan applications with flexible requirements
- Partnership and LLC member reporting
- Estate and trust administration
- Organizations not requiring external assurance
What We Deliver
Our compilation services provide you with professional financial statements prepared in accordance with the appropriate financial reporting framework.
- Financial statements prepared using GAAP or other applicable framework
- Proper classification and presentation of accounts
- Required disclosures based on the engagement terms
- Compilation report suitable for intended use