In addition to audit services, we provide compilation services to a variety of companies in different industries.

Compilation of Financial Statements:

We provide a high level of service through the use of technology, however we pride ourselves on being responsive to our clients through personal contact with both staff and the partner.

Our firm services small as well as large complex clients with multi-state operations. The fees are competitive. We pride ourselves in fast turnaround time and our ability to perform compilations remotely using a secured portal for document exchange.  

To ensure quality, we use the latest industry leading compilation practice aids to serve our clients. The quality of the firm’s compilation work has been recently validated by our positive peer review results. You will have direct access to decision makers including the managing partner.

Benefits of a Compilation – Lowest Level of Assurance

In compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements. Compilations don’t require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.

Banks often require compilations from an independent CPA as part of their lending covenants.


For a consultation, please click the button for our contact information or fill out the contact form below.

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We are licensed in the following states*:

  • Alabama
  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Missouri
  • Montana
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

*Should you need services in a state not listed, please contact us for more information.

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