At Tareef Zeesan CPA LLC, our Compilation Services are designed for clients who need professionally prepared financial statements without the level of assurance provided by a review or audit. Whether you're a startup, small business, nonprofit, or closely held corporation, we ensure your financial information is presented clearly, consistently, and in compliance with relevant accounting standards.
What Is a Compilation?
A compilation is the presentation of financial statements based on information provided by management. While no assurance is expressed on the accuracy of the data, compiled financials are often sufficient for internal use, routine reporting, or fulfilling basic stakeholder requirements.
Our Compilation Services Include:
1. Preparation of Financial Statements
We compile your balance sheet, income statement, statement of cash flows, and any other required reports, formatted to meet Generally Accepted Accounting Principles (GAAP) or other applicable frameworks.
2. Startups & Small Businesses
New and growing businesses benefit from formal financial statements when seeking loans, applying for grants, or attracting investors. Compilations provide a professional presentation of your financials without the added cost of an audit or review.
3. Nonprofit Organizations
We assist nonprofits in compiling financial reports for board meetings, donors, and internal use—supporting transparency and accountability while keeping compliance simple.
4. Management-Use Only Financials
We provide compiled financials for strategic planning, budgeting, and operational decisions, customized to suit your internal reporting needs.