Notice To Reader (Compilation Engagement) Financial Statements

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Our CPAs prepare and file T2 Tax Returns, Balance Sheets & Statements of Earnings and Deficit with the Canada Revenue Agency (CRA). 

Compilation (or Notice to Reader) financial statements are the most cost effective option for those who want financial statements for low level financing, or internal management purposes.

Our Accountants prepare your engagement based on information provided by the client. We provide no assurance that they are free from error as provided, however we do include the following review services with all of our compilation engagements:

  • Compile comparative financial statements including a balance sheet, statement of retained earnings, and statement of earnings
  • Provide a detailed management letter outlining upcoming tax liability and filing responsibilities and any other concerns identified during the compilation process
  • Prepare and file the T2 Returns,
  • Confirm completion of all compliance returns (GST/HST, WCB, PST etc.) and assess for reasonability
  • Complete tax planning for corporate shareholders
  • Draft letters of instructions to your lawyer to draft the necessary resolutions for dividends declared

We also provide a year-end review with our owner to discuss activity during the year and address any questions you may have to ensure you are getting the best service possible and understand what is happening with your business.

Looking for a more accurate External Financial Review or a High Assurance Financial Audit? Cross & Company can assist with that too.
Contact Cross & Company, Professional Financial Statement Services

If you are in need of financial statement preparations and compilation, or have questions about the services we offer, please don't hesitate to contact our office.
3090 Barons Rd.
Nanaimo, BC V9T 4B5
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