Compilation engagements

Year-end financial statements for owners and tax filings.

Laptop and sorted receipts on a tidy desk

A compilation engagement assembles your financial information into financial statements. It provides no assurance, which makes it the most cost-effective option when no outside party requires an audit or a review.

What we help with

  • Year-end financial statements for corporate tax returns
  • Statements for owners, shareholders and smaller lenders
  • Adjusting entries and clean-up of your books before year-end

Let's talk about your business.

Tell us what you need, whether it's an audit, a tax question or a letter from the CRA. We'll explain how we can help and what it involves.