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Report from Review of Financial Statements and Compilation by Accounting Firm 2025

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This document is a report from an accounting firm to the stockholders of a corporation, detailing the compilation of the corporation's financial statements, including the balance sheet and related income statements for a specific period. It clarifies that the compilation is based on management's representations and does not include an audit or review, thus no opinion or assurance is provided.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the name of the corporation in the designated field for 'Name of Corporation'. This is crucial as it identifies the entity being reviewed.
Next, fill in the address of the corporation in the 'Address of Corporation' section. Ensure accuracy for proper correspondence.
In the balance sheet section, input the date relevant to your financial statements. This should reflect the period ending date for accurate reporting.
Complete the statements of income, retained earnings, and cash flows by entering figures as provided by management. Remember, these are representations and not audited figures.
Finally, sign off on the document by entering your name and title in the appropriate fields before adding your signature. Ensure that all information is correct before finalizing.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is a compilation the same as a review?

A compilation and a review are two different levels of reporting. Basically, more is involved in a review than in a compilation. Only CPAs can issue compiled or reviewed financial statements, and along with a compilation or review report.

What is the difference between compilation report and review report?

Compilations are usually for smaller companies that do not have to meet specific financial reporting requirements. Reviews are for small and medium-sized enterprises that need to provide some assurances to investors, lenders, clients or stakeholders, but are not required by law to have full audits.

What is a compiled financial report?

A compiled financial statement or compilation is a copy of the organizations financial statements prepared by an accounting firm. Often a nonprofit may be asked for a compilation by their bank or a state regulator.

What is a compilation review of financial statements?

What is a compilation? A compilation differs signiﬁcantly from a review or an independent audit of ﬁnancial statements. A compilation is literally a compilation of financial records into a format required by accounting standards.

What is the difference between financial statement review and compilation?

Compilations do not assure the veracity of the clients financial statements. The goal is to ensure correct numbers and formatting. Reviews provide limited assurance because you will look at the practices and controls to ensure they meet industry and general accounting principles.

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What is the meaning of compilation of financial statements?

A financial statement compilation is when an outside accountant turns a businesss bookkeeping data into financial statements.

What is a financial review report?

Financial Review is an overall review of your organizations summarized financial activity. Liken it to reviewing a snapshot of your finances in their entirety.

What do compiled financial statements look like?

A compiled financial statement will include figures on income, expenses, cash flow, assets, and liabilities. As an investor, you can generally trust a certified statement because an audit has been conducted.

Report from Review of Financial Statements and Compilation by Accounting Firm 2025

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Is a compilation the same as a review?

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What is a compilation review of financial statements?

What is the difference between financial statement review and compilation?

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What is the meaning of compilation of financial statements?

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