Compilation Services :

At Tareef Zeesan CPA LLC, our Compilation Services are tailored for clients seeking professionally prepared financial statements without the level of assurance that comes with 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. Our accounting services extend to meet your unique needs.

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, making them a crucial part of effective tax consulting and tax preparation services.

Our Compilation Services Include:

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.

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, helping you navigate the complexities of accounting services.

Nonprofit Organizations

We assist nonprofits in compiling financial reports for board meetings, donors, and internal use—supporting transparency and accountability while keeping compliance simple, which is essential for effective tax consulting.

Management-Use Only Financials

We provide compiled financials for strategic planning, budgeting, and operational decisions, customized to suit your internal reporting needs, ensuring you have the right information for making informed decisions.