Compilation Reports
A compilation report provides CPA-prepared financial statements with a professional cover letter, giving lenders and other stakeholders added confidence in your financial reporting.
CPA-Led Service
Prepared and reviewed by licensed CPAs.
NJ & PA Expertise
Deep knowledge of local tax requirements.
Professional Confidentiality
Your information is handled with professional confidentiality.
What We Offer
- Compilation reports prepared in accordance with SSARS standards
- Complete financial statement packages with CPA cover letter
- Appropriate notes and disclosures for external users
- Statements formatted to meet specific lender or stakeholder requirements
- Annual, quarterly, or project-specific compilation engagements
- Coordination with your internal accounting team
Who This Is For
Bank Financing
Many lenders require CPA-compiled statements as part of the loan application or ongoing covenant compliance.
Bonding Requirements
Contractors seeking performance or payment bonds often need compiled financial statements.
Partner or Investor Reporting
Businesses with outside partners or investors who expect professional-level financial reporting.
Franchise or Licensing Requirements
Organizations subject to franchisor or licensing body financial reporting requirements.
Why Work With Us
SSARS-Compliant
Compilation reports follow Statement on Standards for Accounting and Review Services, providing recognized credibility.
Lender Relationships
We understand what lenders look for and format reports to facilitate smooth approval processes.
Efficient Process
Clear communication about what we need from you and timely delivery of completed reports.
Ongoing Engagement Options
We can provide one-time compilations or ongoing quarterly or annual reporting relationships.
Related Services
Financial Statement Preparation
Clear, accurate financial statements for decision-making and compliance
Small Business Accounting Advisory
Ongoing accounting guidance tailored to your business needs
QuickBooks Setup & Review
Expert QuickBooks configuration, cleanup, and ongoing review
How We Work Together
A straightforward process from initial conversation to completed engagement.
Intro Call
We start with a brief conversation to understand your situation and goals.
Document Review
Send your documents using the transfer process provided by our office.
Proposal
We provide a clear scope and fee estimate for your engagement.
Engagement
We complete the work and keep you informed throughout the process.
Common Questions
Quick answers about our compilation reports services.
A compilation is the lowest level of CPA financial statement service. The CPA prepares and presents financial statements based on information provided by management, with a cover letter noting the CPA did not audit or review the statements.
Have more questions? Contact us
Related Resources
Industries We Serve
Service Areas
Ready to Get Started?
Schedule a consultation to discuss your tax and accounting needs.
Schedule a Consultation
Ready to discuss your tax or accounting needs? Fill out the form and we'll be in touch to schedule a conversation.
Office Location
600 Avenue A, Phillipsburg, NJ 08865
Phone
908-859-6530Office Hours
Monday–Friday, 8:30 AM – 4:30 PM
After-hours appointments available