Financial statements in Calgary
Year-end financial statements for your corporation, your lender or your own decisions, prepared under Canadian standards by a Chartered Professional Accountant.
Statements that tell the real story
Compilation engagements
Financial statements compiled under CSRS 4200, the Canadian standard that replaced “Notice to Reader” in 2021.
Year-end statements for tax
The balance sheet and income statement that support your corporate tax returns.
Lender-ready statements
Statements and supporting schedules for your bank or lender’s annual review.
Interim statements
Quarterly or mid-year statements when you need a clear picture before year-end.
Year-end adjustments
Accruals, prepaid expenses and amortization recorded properly, so the statements are accurate.
Plain-English walkthrough
We go through the statements with you, so you understand what they say about your business.
What we need from you
- Your bookkeeping records for the year, or access to your QuickBooks Online file
- Bank, credit card and loan statements up to your year-end
- Details of any large purchases, sales or new loans during the year
- Last year’s financial statements and tax return, if we didn’t prepare them
Three simple steps
Free consultation
A short conversation about your situation and what you need. No cost, no obligation.
Clear, flat-fee quote
You get a written scope and fee. Nothing starts until you're comfortable with it.
We take it from there
We gather what we need, including from your previous accountant if you're switching, and get to work.
Common questions
What happened to Notice to Reader?
Does my corporation need financial statements?
How long does it take?
What’s included in a compilation?
Need year-end statements?
Send a quick note or book a time that suits you. You'll hear back from a CPA, usually within one business day.
Ask a question
We'll reply personally.