Single-Year

Compilation

$4,200

Two-Year

Compilation

$8,300

Three-Year

Compilation

$12,400

Who It’s For

Businesses applying for a bank loan or line of credit

Owners raising money from investors

Companies bidding on contracts that require CPA-prepared financials

Businesses preparing for a sale or buy-in

Leadership teams that want professional statements for internal decisions

What’s Covered

Balance sheets, income statements, and P&L statements

CPA notes and disclosures as needed

A CPA compilation report on our letterhead

Formatting that meets the requirements of your lender or investor

A call to walk through the statements before you submit them

How It Works

Intro: Who it's for, which years, and the deadline. From there, we can go over payment options, timeline, and specific requirements on a case-by-case basis.

Provide Info: Our team needs accurate numbers to go off of, whether you have QuickBooks or other forms of financials, we’ll need access to them in order to review all your financial info to prepare an accurate compilation report.

Compilation: We prepare the statements and flag anything that needs attention. Once our team has thoroughly gone through all available info, we’ll contact you if we need more info or documents before starting the report itself.

Delivery: Delivery times vary widely since every case is different in length, complexity, and usage. When our team is finished with the compilation and subsequent report, you’ll get a one large PDF that contains our cover letter, a summary page with our findings, and full details of what documents and source information was used, any applicable CPA notes, and our final closing statements and professional opinions regarding your case. The compilation will then contain all appropriate signatures at the very bottom of the document.

FAQs

How Long Does a Financial Compilation Take?
Timeframes can vary wildly since compilations are based on various factors such as the length of time we’re reviewing, what the purpose of the compilation is, and whether the accounting has been done properly in the case of business or self-employed clients. Our team will be able to give you a more accurate timeline estimate once we know more about your case.

Will My Bank or Lender Accept a Financial Compilation?
Most banks and lenders accept financial compilations since they act as verified and peer reviewed documents for your financials. To make sure your lender or bank accepts our compilation, it’s best practice to contact them to ensure it is accepted prior to engaging with us.

Can I make Alterations to My Compilation?
While we can add additional documents after our initial intake has passed in order to review and include the new information, we cannot alter our compilation due to the outcome. From a legal standpoint, we cannot charge fees for a certain outcome so in the case of our compilations, the report is merely our professional opinion based on the documents we are provided by our clients, but this does not entitle the client to a specific outcome.

Why Choose Us?

We Do What Others Don’t

By far the most common complaint we hear from our clients is how hard it was for them to get a hold of their previous CPA or accountant. That’s why we’ve built this firm to make it as easy as possible for our clients to communicate with us to schedule a consultation, go over their tax return, or troubleshoot any technical difficulties they might have. No more long wait times and constant missed calls, just consistent communication. That’s the key to happy clients.
With us, what you see is what you get. There are no hidden setup fees, no annual fees, and no cancellation fees, just clear, honest pricing that keeps your finances simple, predictable, and stress-free.
Say goodbye to unpredictable costs with our firm’s flat-rate billing system. Every single one of our services, whether it’s tax filing, accounting, or custom projects follow a flat-rate fee system. What that means for you is easy budgeting every month, knowing exactly how much your invoice will be.