Financial Statement Compilation

At YM TAX CPA, we provide accurate and professional financial statement compilation services for businesses of all sizes. Our compilation engagements are ideal when you need well-organized financial statements prepared from your existing records without the level of assurance required in a review or audit.

We help present your financial data in a clear, compliant, and professional format — ready for management, investors, lenders, or other stakeholders.

What is a Financial Statement Compilation?

A financial statement compilation is a service where a CPA assembles financial data provided by management into formal financial statements, in accordance with the applicable reporting framework (such as GAAP or IFRS).

Unlike a review or audit, a compilation does not provide any assurance on the accuracy of the statements — but it ensures your financial information is organized and presented correctly

Who Typically Needs a Compilation?

A financial statement compilation may be the right choice when:

  • You need statements for internal use or management decisions
  • Lenders request compiled statements without assurance
  • Your business needs financial statements for investors or partners but not for regulatory purposes
  • You want to ensure your books are professionally presented for year-end or strategic planning

Our Compilation Process

  1. Initial Consultation – Understanding your reporting requirements and business needs
  2. Data Gathering – Collecting financial records and supporting documentation
  3. Statement Preparation – Organizing and presenting your financial information according to GAAP or IFRS
  4. Final Delivery – Providing your completed financial statements in a professional, easy-to-read format

Why Choose YM TAX CPA?

  • Skilled CPA Team – Years of experience preparing compilations for small, medium, and large businesses
  • Compliance & Accuracy – Ensuring statements meet the proper financial reporting standards
  • Time-Saving Process – Allowing you to focus on your business while we handle the reporting
  • Confidential Handling – Your financial information remains secure at all times

Contact Us

Get In Touch With YM TAX CPA