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Compilation

Not every business needs an audit. Many simply need clear, professional financial statements prepared by a CPA for their bank, the CRA, or their own business planning.

We prepare compilation engagement financial statements in accordance with CSRS 4200, often referred to as Notice to Reader statements. You receive clear, consistent financial statements that are ready when you need them.

What's Included

  • Year-end financial statements (Notice to Reader)
  • Balance sheet, income statement and equity statements
  • Cash flow statement preparation
  • Notes to the financial statements
  • Support for your T2 corporate tax filing
  • Lender-ready statements for bank and credit applications

Who Needs It

  • Banks and lenders requiring annual statements
  • CRA and other regulators
  • Shareholder or partnership agreements
  • Your own planning and decision-making

How It Works

Send us your records, or let us take care of the bookkeeping as well, and we will handle the rest. We prepare your financial statements, explain the numbers clearly, and provide them in the format needed by your bank or the CRA.

Ready to get started?

Book a free consultation and we'll talk through your situation, answer your questions, and recommend the right next step.