For companies that require prepared financial statements, we can prepare your compiled financial information for you, which includes your income statement, balance sheet, and relevant note disclosures, along with the compilation engagement report, prepared under the new Canadian Standard on Related Services (CSRS) 4200. All prepared financial information comes with a video walk-through of everything, which is a great resource to help you better understand your financial information, how it was prepared, and what it means in the overall context of your business.
If you would like us to prepare your financial information for you, please click the button above to schedule a meeting with us. After completing the form, you can anticipate the following steps:
1. We will email you a link from which you can schedule a date and time that works best to meet to discuss your business and year end accounting needs.
2. If you would like us to proceed with preparing your financial information, we will email you a proposal. Once signed, we will provide you with clear next steps to get everything started.
3. Once we have received all your documents, we'll get started on preparing your financial information, and we'll keep you posted along the way until it's done! Once it's completed, you will receive a copy for your review and signature, as well as a video walk-through explaining how your financial information was prepared, and what it all means in the overall context of your business.
With all of our compilation engagements, where we prepare financial information for you, we provide a video walk-through. This involves going through your income statement and balance sheet, highlighting what we think is important for your business, and explaining areas that may be helpful for you. We also walk through any adjustments that we made, as well as your corporate tax return, which is typically prepared along with your year end financial statements.
Our goal is to keep things streamlined and straight-forward. Here's how to move forward with our Bookkeeping Services.
The purpose of this meeting is to see if we are a good fit for your business, and to get a thorough understanding of what you need for your year end accounting.
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If it looks like we can help you with what you need, from our meeting, we will send you a proposal. Once approved, we will walk you through our streamlined onboarding process, in order to get things started as soon as possible, as this doesn't have to be a long and complicated process.
Financial Statements Done!
Once we have received everything, we will have your financial information completed for your review within 10 business days. With all financial information engagements, we provide video walk-through of your financial information, so you can understand how it was prepared, and what it all means in the overall context of your business.