Reliable CPA Report.
Compilation Service.

A CPA Compilation is a service where a Certified Public Accountant assists in presenting your financial information. Unlike an audit or review, the CPA does verify balances.

Compilation engagements are ideal when you need professional financial statements but do not require assurance from a CPA. You use compilations for internal reporting, preliminary financial presentations, lender prequalification, investor updates, and regulatory submissions that do not require a review or audit.

A compilation does not include testing, analytical procedures, or verification of balances. A review provides limited assurance, while an audit provides the highest level of assurance through testing and evidence.

You will need to provide your accounting records, trial balance, general ledger, bank statements, supporting schedules, or any other relevant documentation. We will outline exactly what is required and guide you through any missing items.

The cost of a CPA compilation typically ranges from $800 to $6,000, depending on the size of the organization, number of accounts, and the condition of the accounting records. Smaller businesses with clean books are usually on the lower end. Organizations with multiple accounts, prior-year issues, or incomplete records may fall on the higher end.

A compilation does not include ongoing bookkeeping. However, cleanup or adjusting entries may be required before the financial statements can be compiled. If cleanup is needed, we will identify it upfront and outline the scope before moving forward.