Client-provided financial information compiled into properly formatted, professionally presented statements — ready for a lender, partner or internal review.
Overview
A compilation report presents financial information you provide in a standard, professional statement format — without the assurance level of a review or audit. It's the right level of formality for many lender, partner or internal reporting needs, without the time and cost of a full audit engagement.
FINEXA compiles your financial statements into clean, professionally presented reports — balance sheet, income statement, and supporting notes — formatted to the standard your audience expects.
What's Included
A clearly formatted statement of your financial position.
Revenue and expenses presented in standard, professional format.
Disclosures and notes prepared to accompany your statements.
Statements formatted and branded for external presentation.
Compiled monthly, quarterly, or as a one-time deliverable.
Statements formatted specifically for the audience requesting them.
Is This Right For You?
You need professionally formatted financials for a loan application.
Clean, presentable financials build trust in a new partnership.
Raw exports from accounting software don't cut it for external use.
You need reliable compilation support for client deliverables.
Why FINEXA
Professional compilation at a fraction of accounting firm rates.
CAs, ACCAs, CPAs and engineers — not a generic outsourcing pool.
Every statement built to standards that hold up to scrutiny.
Clean, branded outputs generated directly from your accounting system.
NDAs, encrypted transfers and role-based access on every engagement.
USA, UK, Canada, UAE and Australia — one partner, every market.
How It Works
We understand who the statements are for and what format they need.
A clear proposal with pricing, timelines and an NDA — no surprises.
We compile your information into properly formatted statements.
A polished, presentation-ready report delivered on your timeline.
FAQ
A compilation presents your information in standard format without providing assurance on its accuracy. An audit or review involves independent verification — a compilation is faster and less costly when that level of assurance isn't required.
Yes, typically read access to your books lets us compile statements efficiently and accurately, rather than working from manually exported data.
Yes — many clients receive compiled statements monthly or quarterly as part of an ongoing arrangement, in addition to one-time deliverables.
Related Services
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
Book a free 30-minute discovery call — no obligation, no pressure.