Service Options
Three ways to get your financial statements prepared properly.
Each service is designed for a different level of need. The right choice depends on who will read your statements and what they need to see. We can help you work out which fits.
Back to HomeAt a Glance
Service overview.
| Service | Investment | Timeline | Suitable For |
|---|---|---|---|
| Compilation Statements | $900 | ~2 weeks | Internal use, banking, stakeholder reporting |
| Reviewed Statements | $2,800 | 3–4 weeks | Lenders, investors, regulatory requirements |
| Custom Management Reports | $1,500 | Scoped per engagement | Internal leadership and decision-making |
Timelines begin upon receipt of complete records. All prices in USD.
Service 01
Compilation Statements
$900We prepare financial statements based on the information management provides — income statements, balance sheets, and cash flow reports formatted to recognized standards. These are presented without assurance, which means we have organized and structured your data but have not performed procedures to verify it.
This service is appropriate for internal reporting, submission to banks that accept management-prepared statements, and situations where stakeholders require properly formatted documents rather than a formal assurance opinion.
What's Included
Income statement
Balance sheet
Cash flow report
Supporting notes
Draft review stage
Delivery within ~2 weeks
Service 02
Reviewed Financial Statements
$2,800A higher-engagement service that includes analytical procedures and inquiries on the financial information you have provided. This produces limited assurance — a level of confidence that is meaningful to lenders, investors, and regulatory bodies who need more than a formatted set of numbers.
Reviewed statements include a review report letter signed by our team, along with detailed notes to the statements. The engagement typically spans three to four weeks from receipt of complete records.
What's Included
Full statement set (income, balance sheet, cash flow)
Analytical procedures and inquiries
Review report letter (limited assurance)
Detailed notes to financial statements
Draft review stage
Delivery within 3–4 weeks
Service 03
Custom Management Reports
$1,500Tailored internal reporting designed around what your leadership team actually needs to see. We work with your team in a scoping session to define key metrics, reporting periods, and presentation formats — then build a reporting structure that serves those needs directly.
Deliverables may include departmental P&L breakdowns, variance analyses against budget or prior period, and trend summaries. The reporting template is revised quarterly based on changes to your requirements.
What's Included
Initial scoping session with your team
Departmental P&L breakdowns
Variance analyses
Trend summaries
Quarterly template revisions
Format tailored for leadership review
Choosing the Right Service
Which service is right for your situation?
You need statements for internal use or basic banking purposes
A Compilation Statement at $900 is likely the appropriate choice. It produces properly formatted documents without assurance — suitable for many standard reporting contexts.
A lender, investor, or regulatory body requires limited assurance
Reviewed Financial Statements at $2,800 include the analytical procedures and review report letter that these audiences typically require.
Your leadership team needs structured visibility into the numbers
Custom Management Reports at $1,500 are designed specifically for this — internal reporting built around the metrics and format your team works with.
Not sure? Get in touch and we will help you work it out.
Get Started
Tell us what you need and we will take it from there.
Reach out via the contact form to describe your situation. We will confirm which service applies, outline the process, and let you know what records we will need to get started.
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