Accounting

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.

A Bluestar Concierge will guide you to the right next step.

What’s included

Recurring annual statement preparation

We support businesses that require compilation statements on a recurring basis. This helps streamline each year’s process.

Familiarity with your business records

Over time, familiarity with your records and structure improves efficiency. We build continuity into the reporting relationship.

Coordination with bookkeeping and tax work

We align compilation work with bookkeeping and tax timelines where appropriate. This helps reduce duplication and last-minute pressure.

Responsive support as needs change

As your business evolves, reporting needs may shift. We adapt the scope while keeping expectations clear.

How it works

01

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.

02

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.

03

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