Compilations are used when organizations need to gather and present financial information but do not need to provide assurance on the underlying financial statements. A compilation is frequently used when organizations need to obtain a loan from a financial institution and to reflect the performance and financial position of the organization.

Our Assurance & Accounting Department provides compilation services to many clients–either monthly, quarterly or annually, depending on the needs of the business. Regardless of the frequency, our dedicated, experienced and accessible team can assist you in preparing financial statements that comply with generally accepted accounting principles (GAAP). The result for you is a complete, clear picture of the financial health of your business or organization so you can make decisions with confidence.


Center for Audit Quality