In preparing a compilation, we assemble your financial information and accounting records and present them in the form of a financial statement. We do not express an opinion on the financial statement. The need for a compilation is usually generated by an external request for the information from entities such as a bank or it could be provided as outsourcing of the controllership function. The compilation may point out additional service needs such as:
- Reconciliation of client records
- Assistance with internal accounting
- Business and personal tax planning
- Preparation of business and personal tax returns
- QuickBooks support
- Bookkeeping support
- Assistance with business financing
For more information about our financial planning services, contact us today.