Compiled Financial Statements

Put Your Best Figures Forward

Get professional, easy-to-read compiled financial statements delivered quickly and affordably by a local team that understands business needs. Perfect for internal use, tax filings, or basic lender requirements—without the complexity, or cost of a full audit.

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Financial Statements

FAQ

What Is a Compilation Financial Statement?

A compilation is a simple way to get your business’s financial information professionally organized. In a compilation engagement, our team takes the figures you provide. It assembles them into straightforward, formatted compiled financial statements—such as a balance sheet and income statement—free from obvious errors. Unlike audits or reviews, no verification or assurance is provided. 

Suppose you need to share an example of compiled financial statements with a lender or want a sample compilation financial statement for your records. In that case, this is the service designed for you.

Your Shortcut to Organized, Professional Financials

Geri and her team make the process of obtaining compilation financial statements straightforward and stress-free for businesses. From your first inquiry, you’ll work directly with an expert who guides you step-by-step—collecting your business information, preparing your compiled financial statements, and ensuring everything is in the proper format. 

We’re always available to answer questions or provide a sample compilation financial statement if you need one. Our focus is on delivering professional results efficiently, with confidentiality and clear communication at every step.

The Smart Choice for Small to Medium Businesses and Startups

Compiled financial statements are ideal for small to medium businesses, startups, and family-run companies that require a cost-effective way to present their finances for tax returns, basic lender requirements, or internal decision-making purposes. If you’re looking for an example of compiled financial statements tailored to your unique needs, our responsive team is here to help.

Why Choose Geri for Compiled Financial Statements?

We’re more than just number crunchers—we’re a local team dedicated to supporting your business with personal attention and fast, reliable results. No upselling, no confusing jargon—just straightforward answers, transparent pricing, and compiled financial statements you can trust. Experience the difference of working with a partner who truly cares about your success.

Big Benefits, Small Hassle—Here’s What You Get

When you choose compiled financial statements, you get time-saving simplicity and professional results, without the headaches of a full audit.

Deep expertise in California and Southwest regulations—sales tax, state compliance, and multi-location challenges.

Boosts your business’s credibility with banks and partners

Flexible for a range of simple business needs—without the effort or expense of an audit

Easy-to-read, professional reports—no accounting jargon.

Saves valuable time and resources.

Quick Comparison—
Compilation vs. Audit vs. Review

Ready for Stress-Free, Professional Financial Statements?

Let’s make your next step easy.

Get in touch today for fast, affordable compiled financial statements and friendly, expert support every step of the way.

Schedule a consultation today with a trusted CPA San Diego businesses rely on for professional financial documents and peace of mind.

Compilation Financial Statements—Your Questions, Answered

  • A compiled financial statement typically includes a balance sheet, income statement, and, if requested, a cash flow statement. These reports are prepared using the financial data you provide, formatted by professional standards for clarity and consistency. The compilation also includes a report from your accountant outlining the services provided.

  • Compiled financial statements help you organize and present your business’s finances in a standardized, professional format. They’re often used for tax filings, internal management, or to meet the basic requirements of banks, lenders, or leasing companies. This service gives you a clear view of your financial position without the complexity or cost of an audit.

  • No, compiled financial statements do not provide any assurance regarding the accuracy or completeness of the information. The accountant compiles the information you provide but does not verify it or express an opinion on it. If you need assurance, consider a review or audit engagement.

  • Most compilation engagements are completed quickly—often within just a few days, depending on the availability of your records and the promptness with which information is provided. We work efficiently to meet your deadlines and keep you informed of the progress at every stage.

  • Many banks or lenders accept compiled financial statements for smaller loans or basic requirements, but acceptance policies vary. It’s always best to check with your specific lender in advance to ensure a compilation is sufficient for their purposes.

  • Absolutely—your business and financial information is handled with the highest level of confidentiality and care. We take data security seriously and never share your details without your explicit permission.

  • Compiled financial statements are based solely on information you provide and do not include checks or verifications. They are not intended to uncover errors or fraud, nor do they meet the needs of organizations requiring a higher level of assurance. For situations where accuracy or external validation is critical, a review or audit may be necessary.