CPA Financial Statement Services (For - Profit)
Professional financial reporting should be clear, credible, and purposeful.
Our CPA financial statement services are engagement-based and tailored to your organization’s reporting needs. Pricing reflects the level of service required—whether preparation, compilation, or review—while maintaining the highest professional standards.
Financial Statement Services — Tier Comparison Chart
Choosing the Right Level of Financial Reporting Support.
Not every set of financial statements needs the same level of rigor or assurance. This chart helps align your organization’s complexity, risk, and intended use with the appropriate CPA service — so you’re paying for exactly what you need (and nothing you don’t). in one complete view.
| Service Feature | Tier 1 – Financial Statement Preparation | Tier 2 – Compilation (No Disclosures) | Tier 3 – Compilation with Disclosures | Tier 4 – Financial Statement Review |
|---|---|---|---|---|
| Level of Assurance | None | None | None | Limited Assurance |
| CPA Independence Required | No | Yes (Disclosed) | Yes (Disclosed) | Yes |
| Accounting Basis Supported | Cash / Simple Accrual | Accrual | Accrual (GAAP-aligned) | Accrual (GAAP-aligned) |
| Financial Statement Notes | — | — | ✓ | ✓ |
| Analytical Procedures | — | — | — | ✓ |
| Inquiry of Management | — | — | — | ✓ |
| External Reliance Appropriate | Internal Use Only | Limited | Moderate | High |
| Lender / Grant Acceptance | — | Sometimes | Often | Yes |
| Best Fit For | Internal reporting & tax filings | Small entities with basic lender needs | Growing organizations, boards, grants | Banks, investors, regulators |
| Investment (Annual / Monthly) |
$1,500–$3,000 $125–$250 / mo |
$3,000–$6,000 $250–$500 / mo |
$6,000–$9,000 $500–$750 / mo |
$9,000–$15,000+ $750–$1,250+ / mo |
Certain services may be required based on the condition or intended use of your financial statements.
These add-ons are priced separately to ensure scope and effort are aligned appropriately.
| Add-On | Typical Fee |
|---|---|
| Book cleanup / prior-period adjustments | $500 – $3,000 |
| GAAP conversion (cash → accrual) | $1,000 – $4,000 |
| Disclosures drafting | $750 – $2,500 |
| Management representation letters | Included for Review |
| Lender-specific formatting | $250 – $1,000 |