CPA Financial Statement Compilations

A professionally compiled financial statement can serve as a basis for confidence and decision-making as well as qualification for loans, investment, and business partnership. With an organized and certified account of financial records, businesses acquire a certain level of assurance and the means to identify and address various financial and operational indicators.

Some businesses may not require a financial audit or review for qualification with a bank lending covenant or other third party, and a compilation alone may offer a sufficient level of assurance for their needs. We’re here to help you determine the most effective financial service inconsideration of your requirements, budget, and timeline.

The benefits of a professional financial statement often exceed assurance, and many organizations take advantage of their cost-effective application in decision-making over operations, budgets, and processes.

A Bricks CPA ensures expert collection and presentation of all available financial information with the goal of meeting various requirements and supporting management in overall business improvement.

We specialize in the following industries:

We approach every compilation with rigorous diligence in review of your financial data and may request various documents in order to achieve the most comprehensive financial statement possible. Thanks to our deep understanding of industry practices, we’re equipped to perform a high-level evaluation of your reporting policies and make a fair presentation of all available data.

As a basic level of assurance, a financial statement compilation does not include the analysis of internal controls or verification of accounting records. However, in many cases, an expert financial statement is just the level of assurance sought by bank lending covenants and various business interests to advance your goals.