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Financial Statement Compilation

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Your bookkeeping software can spit out reports, but a compilation is different — it’s a formal set of financial statements prepared and packaged by a licensed CPA, following recognized accounting standards. Lenders, investors, and landlords generally won’t accept raw QuickBooks reports the same way they’ll accept a CPA-compiled statement with a signed compilation report attached.
Tax returns reflect tax rules, not necessarily how your business is actually performing. A compilation presents your financials in a standardized format that’s easier for a bank, investor, or landlord to evaluate and compare against other businesses — even though the CPA isn’t verifying or auditing the numbers.
A compilation is the lightest level of financial statement service — the CPA organizes and presents the data you provide but doesn’t test it, verify it, or offer any assurance that it’s accurate. If you need someone to actually catch errors or verify balances, you’re looking for a review or audit, which involves more work and cost.
No, and this mix-up is common. A review includes some analytical procedures and gives limited assurance the numbers look reasonable. A compilation includes no verification at all. If your bank specifically said “reviewed,” a compilation likely won’t satisfy the request — worth confirming before you pay for the wrong service.
Cost varies based on your business’s size, complexity, and how clean your underlying bookkeeping already is. Businesses with organized, up-to-date books generally pay less than those needing significant cleanup before the CPA can even start compiling. We can match you with a CPA who’ll give you a specific quote based on your situation.
Turnaround depends heavily on how ready your books are. If your bookkeeping is current and organized, a compilation can often be completed quickly. If there’s cleanup work involved first, it takes longer. Tell us your deadline and we’ll match you with a CPA who can realistically hit it.
Sometimes, but not always — it depends on the CPA’s scope of services and, in some cases, independence considerations tied to who else touches your books. Rather than assuming your current accountant can handle it, we’ll match you with someone qualified to do compilation work specifically.
Generally, you’ll need reasonably current bookkeeping records — bank and credit card reconciliations, a general ledger, and any supporting schedules for things like fixed assets or loans. The cleaner your records going in, the faster and cheaper the compilation tends to be.
We don’t hand you a directory and wish you luck. We vet CPAs in our network on their experience with compiled statements, familiarity with your industry, and track record with the type of stakeholder you’re preparing for — whether that’s a bank, investor, or landlord — then personally match you with the right fit.
Nothing. We’re free for business owners and only get paid by the CPA if we make a successful match. There’s no obligation, and you decide whether to move forward once you’re matched.

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