I will prepare compiled or reviewed financial statements as a licensed CPA
About this Gig
I prepare compiled and reviewed financial statements in accordance with professional accounting standards, ideal for businesses that need financial statements for lenders, investors, partners, or internal use without the cost and time of a full audit.
Compilation: I organize your financial data into standard statements (no assurance provided) fastest and most affordable option.
Review: Includes analytical procedures and limited assurance a mid-level option often required by banks or investors.
What you'll receive:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- CPA compilation or review report with signature
What I need from you:
- Bookkeeping records (QuickBooks export, spreadsheets, or bank statements)
- Prior-period statements if available
- Purpose of the statements (loan application, investor request, internal use, etc.)
Accounting standards:
Australian GAAP
•
Canadian GAAP
•
UK GAAP
Reporting frequency:
Monthly
•
Quarterly
•
Annually
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What's the difference between a compilation and a review?
A compilation organizes your financial data into standard statements with no assurance provided — fastest and most affordable. A review adds analytical procedures and limited assurance, which many banks and investors specifically require.
Which one do I need?
If you're not sure, tell me who's requesting the statements (bank, investor, internal use) and I can advise which level is typically required — banks and investors often specify "reviewed," while internal or informal use is usually fine with a compilation.
What records do you need from me?
Your bookkeeping data — QuickBooks export, spreadsheets, or bank statements — plus prior-period statements if you have them, for comparison purposes.
Can this replace an audited financial statement?
No. If your lender or investor specifically requires an audit, that's a separate, more extensive engagement — let me know and I can quote that separately.
Do you sign the final statements?
Yes, every compiled or reviewed statement includes my signed CPA report attached, confirming the level of service performed.
