When financing or credit are sought, often a bank will request a compilation. This involves the formatting of financial data without analytical procedures or testing. The CPA will look for obvious errors but not test the accuracy of transactions or provide an opinion on the accuracy or transactions. Aside from fulfilling an external requirement, an additional benefit of a compilation is having the financial data prepared in a way that can be easily reviewed by third parties.

Bring order to your chart of accounts (COA) with this service. Your COA is the index of all the financial accounts in the general ledger of your organization. With COA services, you’ll have more specificity with your accounts by quoting any business related spending to an item so it’s easier to track budgets. Such expenses include office supplies, travel, overheard costs, and anything else used for business purposes.