Compilation & full cycle accounting

Professional financial statements. Coordinated accounting support.

Compilation services for business owners and accounting professionals, supported by bookkeeping, payroll, and corporate tax preparation—all coordinated by one team.

Discuss Your Accounting Needs Referring a Client?

Compilation services for your business

A compilation brings your business’s accounting records together into professionally prepared financial statements, accompanied by a compilation engagement report. Commonly referred to by the former name “Notice to Reader,” this service helps present your business’s financial position and results in a clear, organized format.

You may need compiled financial statements when applying for financing, meeting a lender’s reporting requirements, sharing financial information with shareholders, or reviewing your year-end results. We help determine what is needed and prepare the statements for their intended use.

Whether your bookkeeping is handled internally, by an outside bookkeeper, or by our team, we can help with your compilation needs.

When might you need a compilation?

Financing & lender requirements

Your bank or lender may request professionally prepared financial statements for a financing application or ongoing reporting. We review the request with you to determine whether a compilation fits its requirements.

Year-end & shareholder reporting

Bring together your year-end financial information in a consistent format for owners and shareholders to review business performance and support planning.

Support beyond bookkeeping

If your records are maintained by an internal team or external bookkeeper, we can work from those records to prepare your compiled financial statements.

From your accounting records to completed financial statements

We work with you and your bookkeeper to gather the information needed, address outstanding accounting items, and prepare your year-end statements.

Review of your accounting file to identify information and adjustments needed for preparation.
Preparation of compiled financial statements and the accompanying compilation engagement report.
Communication with you or your bookkeeper about outstanding items.
Coordination with corporate tax preparation when included in your engagement.

You receive a professionally presented set of financial statements and a clear point of contact throughout the process.

Ask About Compilation Services

A compilation partner for bookkeepers & accountants

Have a client who needs compiled financial statements, but compilation engagements fall outside your qualifications, registration, or services? We welcome referrals from independent bookkeepers and accountants who need a CPA firm to handle this part of their client’s year-end work.

You can continue managing the client’s bookkeeping and ongoing accounting while we handle the agreed compilation engagement. We coordinate with you on records, year-end adjustments, and outstanding questions to support a smooth handoff.

A defined scope that respects your existing client relationship.
Direct coordination on the accounting information needed.
Compilation support without requiring the client to move their bookkeeping.

Discuss a Compilation Referral

Accounting support throughout the year

For businesses that want ongoing support, we also manage the day-to-day accounting that supports year-end reporting. Choose the services you need or bring them together in one coordinated engagement.

Bookkeeping & reconciliations

Keep your records current with transaction recording, bank and credit card reconciliations, and organized financial information. We help you stay on top of your accounts and reduce the work left for year-end.

Payroll & employer reporting

Support for payroll processing, pay statements, source deductions, and year-end slips. We help manage payroll requirements so you can spend less time on recurring administration.

Receivables, payables & GST/HST

Keep track of customer balances, supplier bills, and GST/HST reporting. We help organize the information you need to manage payments, collections, and filing obligations.

Month-end & year-end accounting

Keep your accounts organized with regular adjustments and period-end reporting. A consistent accounting process makes it easier to understand your results and prepare for year-end.

Technology that supports cost-effective service

We use AI-assisted tools and automation, where appropriate, to streamline routine bookkeeping and payroll administration. Combined with professional oversight, this can reduce manual work and help us deliver more cost-effective accounting solutions.

Bring your accounting, compilation & corporate tax together

Working with one team for bookkeeping, payroll, compiled financial statements, and corporate tax preparation helps keep your financial information consistent from one stage to the next. It reduces repeated information requests and makes communication, year-end adjustments, and filing preparation more efficient.

Our corporate taxation services connect your year-end accounts with tax preparation and planning, including shareholder remuneration and industry-specific considerations.

One coordinated team and a clearer point of contact.
Consistent accounting information across your year-end work.
Less duplication and a more efficient preparation process.

Explore Corporate Taxation Discuss a Complete Accounting Package

Need compiled financial statements?

Whether you need a compilation for your own business, want a complete accounting package, or are referring a client, we can help you identify the next steps.

Contact Our Team