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Compilation Engagement Services

At Avanti CPA, we offer compilation engagements to assist management in presenting financial data in the form of financial statements. This type of engagement is particularly useful for companies that need an external professional to prepare their financial statements for internal use or for external purposes based on request (i.e., the bank) without requiring assurance services.

Helping You Understand Financial Information

In a compilation engagement, we take the financial information provided by you and compile it into a set of financial statements, which might include a balance sheet, income statement, and statement of cash flows. We use our expertise in accounting and financial reporting to help management present the annual results of their operations and prepare necessary tax filings; however, we do not verify the accuracy or completeness of the information provided by management.

Key Aspects Our Compilation Engagement Include:

Client Deliverables

We provide a comprehensive client package that typically includes a professional set of financial statements, a Canada Revenue Agency (CRA) compliant corporate tax return, non-profit return or charity return, and any recommendations that we may have for your company’s financial management and future growth.

Cost-Effectiveness

More affordable than an audit or review, compilations are for those that require financial statements for internal use or to provide financial information that does not need to comply with legal requirements or standards.

Expert Knowledge

Professional knowledge in the preparation of financial statements.

Ready to Get Started?

With Avanti CPA's compilation engagement services, your financial information is managed with professionalism and care, allowing you to focus on growing your business.

With gratitude, Avanti CPA respectfully acknowledges that our office is located within the Tk’emlúps te Secwépemc (TteS) territory, situated within the unceded ancestral lands of the Secwépemc Nation.