Accounting
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Owner-ready financial reporting
We prepare financial statements intended to be shared with shareholders or partners. The presentation focuses on clarity and consistency.
Support for ownership discussions
Clear financial information helps support conversations about distributions, reinvestment, and future planning. We help ensure the numbers are presented cleanly.
Consistent year-over-year reporting
We aim for consistency across reporting periods so trends are easier to understand. This reduces confusion when comparing results over time.
Explanation of compilation scope
We explain what compilation statements do and do not represent. This helps align expectations among owners and advisors.
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