Compiled Financial Information

At Keenline CPA, we offer professional Compiled Financial Information services, also known as a Notice to Reader (NTR), to help business owners meet their financial reporting needs in a simple, reliable, and cost-effective way.

✅ What is a Compiled Financial Statement?

A Compilation (NTR) involves organizing your company’s financial data into professionally formatted financial statements — including:

• Balance Sheet

• Income Statement

• (Optional) Cash Flow Statement

• Notes to Financial Statements (if required)

It is prepared based on the information provided by management and does not include an audit or review, which makes it ideal for:

• Year-end reporting

• Tax filings

• Bank or lender requirements

• Internal decision-making

👩‍💼 Who Needs a Compilation?

• Small and medium-sized businesses without a statutory audit requirement

• Corporations needing financials for T2 tax returns

• Clients applying for financing or leases

• Entrepreneurs and consultants wanting a clear picture of their financial position

💼 Why Choose Keenline CPA?

• We ensure your records are professionally presented and CRA-ready

• We identify basic issues or red flags early to help you stay compliant

• We offer guidance if adjustments or cleanup are needed prior to preparation

• Transparent pricing and turnaround that works with your schedule

📞 Need compiled financials for your business?

Let’s talk — we’ll review your needs and prepare a reliable, clear set of financials to support your success.