Accounting
Compilation Financial Statements
Our CPA team prepares clear and accurate Compilation Financial Statements (Notice to Reader) for businesses across Ontario. We organize your financial records, ensure compliance with standards, and provide statements that meet the requirements of lenders, investors, and tax authorities.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Year-End Compilation Statements
Many privately owned businesses need clear, professionally prepared financial statements at year end. We prepare compilation financial statements that reflect your records accurately and meet common reporting expectations.
Financial Statements for Banks and Lenders
Banks and lenders often require current financial statements as part of lending or renewal decisions. We prepare compilation financial statements that support common lender requirements and timelines.
Statements for Shareholders and Partners
When a business has multiple owners, clear financial reporting supports transparency and trust. We prepare compilation financial statements that help shareholders and partners understand performance and position.
Ongoing Compilation Reporting Support
For many businesses, compilation financial statements are part of an ongoing annual or periodic process. We provide consistent support year over year to keep reporting organized and predictable.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us