Account Compilation
Audit-ready financials, CPA-compiled.
Formal financial statements compiled to AICPA SSARS standards — ready for lenders, investors, boards, or compliance reviews.
What You Get
A complete compilation package
Compiled Financial Statements
P&L, Balance Sheet, and Cash Flow prepared to AICPA SSARS standards.
Comparative Reporting
Side-by-side comparisons across months, quarters, or years.
Notes & Disclosures
Properly formatted disclosures that lenders and investors expect.
CPA Letter Included
Official compilation letter signed by a licensed CPA for third-party use.
Sample compilation cover
Compiled Financial Statements
For the year ended December 31, 2024
"Management is responsible for the accompanying financial statements. We have performed the compilation engagement in accordance with Statements on Standards for Accounting and Review Services..."
iAccounts.ai, CPA
Licensed Public Accountants
When You'll Need It
Common use cases for compiled statements
- Bank loan applications and line-of-credit renewals
- Investor due diligence and fundraising rounds
- Franchise or licensing compliance reporting
- Internal board or shareholder reporting
- Mergers, acquisitions, or business valuations
Need compiled statements for a lender or investor?
Most compilation engagements turn around in 7-10 business days. Book a scoping call to get started.