Year-End Financial Statements for Canadian Businesses
Clear, professionally prepared year-end statements that give you, your bank and your investors an accurate picture of your business.
Financial Statements, done properly.
Lenders, landlords, franchisors and investors all ask for financial statements, and the quality of those statements shapes the answers you get. We prepare compilation engagement statements under CSRS 4200, the current standard that replaced the old Notice to Reader, built from properly reconciled books.
Beyond compliance, we walk you through the results: margins, cash flow and trends. The statements become a tool for decisions, not just a file for CRA.
What's included
- Compilation engagements (CSRS 4200, formerly Notice to Reader)
- Balance sheet, income statement and notes
- Year-end adjusting entries and accrual review
- Financial statements for bank loans and financing
- Comparative year-over-year analysis
- Management reporting and KPI summaries
- Coordination with your corporate tax return
- Plain-language review meeting with your CPA
Who it's for.
- Corporations requiring annual statements for T2 filing
- Businesses applying for loans, leases or lines of credit
- Owners preparing to sell, raise capital or bring in partners
- Franchisees with reporting obligations
Getting started is easier than you think.
Discovery call
A free, no-pressure conversation about your business, your challenges and what you actually need.
Tailored proposal
A clear plan and transparent pricing built around your situation, not a one-size-fits-all package.
Seamless onboarding
We collect your records, set up your systems and take over from where you are, without disruption.
Ongoing partnership
We handle the numbers year-round and flag opportunities early. Your CPA is always one call away.
What is a Notice to Reader?
Will my bank accept compiled statements?
How long does it take after year-end?
Specialists in your sector.
Construction & Trades
Job costing, holdbacks, HST on contracts and subcontractor compliance.
Professional Services
Consultants, lawyers and engineers: billable income and expense tracking.
Startups & New Incorporations
Set up right from day one: incorporation, HST registration and books from scratch.
Stop guessing. Start growing.
Behind on your books, facing a CRA deadline or ready to incorporate? Book a free 30-minute consultation and leave with a clear picture of exactly what you need.
No commitment. No jargon. Just clear, honest advice from a CPA.