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Financial statements in Toronto and the GTA

Compiled, reviewed and year-end financial statements for lenders, investors and the CRA.

Book a free consultation (647) 527-4970
Two people reviewing financial plans on paper next to laptops

How we help

Financial statements tell the story of your business. We prepare year-end statements that satisfy banks, investors and tax authorities, and give you a clear look at how you are doing.

Depending on your needs, we prepare compilation engagements (Notice to Reader) or review engagements under Canadian standards. Statements follow ASPE, the accounting standards used by most private companies.

We also prepare interim statements, budgets and forecasts to support loan applications or planning.

What is included

  • Year-end financial statements
  • Notice to Reader compilations
  • Review engagements
  • Interim and quarterly statements
  • Budgets and forecasts
  • Bank and lender packages

Who this is for

  • Corporations that need year-end statements
  • Owners applying for financing
  • Businesses reporting to investors
  • Owners preparing to sell

How it works

A simple process from first call to finished work.

  1. 1

    Free consultation

    Tell us about your situation by phone, video or the contact form. We listen first and ask the right questions.

  2. 2

    A clear plan and quote

    You get a plain-language scope of work and a fee quote before anything starts, so there are no surprises.

  3. 3

    We do the work

    We prepare, file and reconcile everything, and you review a clear summary before it goes to the CRA.

  4. 4

    Ongoing support

    Questions in March or September are welcome. We stay available all year, not just at tax time.

Financial statements near you

We serve clients in these cities and across Canada.

Related services

Financial statements FAQ

Answers to common questions in Ontario.

What is the difference between a compilation, a review and an audit?

A compilation presents your information with no assurance. A review gives limited assurance through inquiry and analysis. An audit gives the highest level of assurance through detailed testing. The right level depends on who needs the statements.

Do I need financial statements for my tax return?

A corporate T2 return generally includes financial statement information, so yes, statements are prepared as part of the filing.

Can you prepare statements for a bank loan?

Yes. We prepare lender-ready statements and supporting schedules, and we can add forecasts to support your application.

How much do financial statements services cost?

Fees depend on the scope and complexity of your situation. After a free consultation we give you a clear quote before any work begins.

Do you provide financial statements outside Toronto?

Yes. We serve Toronto, Mississauga, Brampton, Vaughan, Markham, Oakville and the wider GTA, and we work with clients across Canada by phone, video and secure online document sharing. Call (647) 527-4970 to get started.

Let's talk accounting

We reply within one business day.