Financial Report
Accurate. Insightful. Enabling decision-making.
Clear financial insights
Expert-prepared reports that convert complex data into actionable, easy-to-understand information.
Flexible collaboration
Asynchronous communication respecting your schedule while delivering timely results.
Assured compliance
99.95% acceptance rate — your reports meet CRA standards every time.
Starting at
$2,350
What's included
- Corporate tax return
- Tax deduction optimization
- Accounting and operational recommendations
- Internal financial report
Need multiple services? Ask for a discount!
Financial report — frequently asked questions
What is a financial report, and who is it for?
It's a set of year-end financial statements prepared for your own decision-making and your tax filing, without a formal assurance opinion. It suits owner-managers who need accurate, well-organized numbers but don't yet need a compilation, review, or audit for a third party.
How is a financial report different from a compilation engagement?
A compilation is a formal CPA engagement that produces statements with a Notice to Reader for outside parties. A financial report is geared to your internal use and tax filing. If a bank, investor, or program later requires assurance, we can move you up to a compilation, review, or audit.
Will the report support my T2 corporate tax return?
Yes. The financial report is prepared on a basis that supports your T2, so your statements and corporate return are consistent and ready for the CRA and, in Quebec, Revenu Québec.
How quickly will I get my financial report?
It depends on the state of your bookkeeping, but once your records are in our platform, most reports are delivered within a few weeks. We give you a clear timeline up front.
Ready to simplify your accounting?
Book a free discovery call with our team. We'll discuss your needs and propose a tailored solution.