Compilation Engagement Financial Statement

Financial Statement Compilation (CSRS 4200)

Financial Statement Compilation (CSRS 4200)

We prepare clear, reliable compilation engagements under CSRS 4200 so you can share lender‑ready numbers with confidence. Ideal for owner‑managed businesses across Calgary and area.

What is a CSRS 4200 compilation?

A compilation engagement is when a CPA compiles your financial information into financial statements without providing an audit or review opinion. Under CSRS 4200, we confirm we’ve discussed your business with you, applied a disclosed basis of accounting, and issued a Compilation Engagement Report that accompanies the statements.

 

Who’s Responsible for Financial Statements in a CSRS 4200 Compilation

Management’s Role

As business owners, you’re responsible for the accuracy and completeness of the financial information provided. Our job begins once your numbers are ready for compilation.

 

Our Role as Your CPA

Vision Accounting reviews your data, applies the CSRS 4200 framework, and compiles your financial statements so they clearly reflect your business performance.

 

Expert Compilation Services

Every engagement is handled by an experienced CPA who transforms your raw financial information into professional, lender-ready statements—accurate, compliant, and easy to understand.

 

Trusted by Small Businesses Across Canada

Why Choose Vision Accounting for CSRS 4200 Financial Statements

At Vision Accounting, we help small and growing Calgary businesses prepare clear, compliant financial statements that meet CSRS 4200 requirements. Our team ensures your information is compiled accurately and presented in a way that lenders, investors, and stakeholders can rely on.

How Vision Accounting Makes CSRS 4200 Simple

Smart, transparent steps to your compiled financial statements

Whether you’re an incorporated contractor in Calgary or a small business owner in Airdrie, our CSRS 4200 process is built to keep things clear, compliant, and stress-free. We handle the details—so you can focus on running your business.

Step 1: Discovery Call

Discuss your business goals and year-end needs to outline the best CSRS 4200 compilation approach.

Step 1
Step 2: Financial Review

We review your books and records to ensure everything is accurate and ready for compilation.

Step 2
Step 3: Compilation & Reporting

Our CPA prepares clear, compliant financial statements with a signed CSRS 4200 engagement report.

Step 3
Step 4: Delivery & Support

Receive finalized statements and expert guidance for bookkeeping, taxes, and future year-end filings.

Step 4

How We’re Different (and Better)

Work With a Real CPA

Your file is handled personally by a Chartered Professional Accountant, ensuring your statements are accurate and fully CSRS 4200-compliant.

Fast, Clear Communication

We reply promptly, explain everything in plain language, and keep you informed at every step—no confusing jargon, no delays.

Transparent, Fixed Pricing

Get fair, fixed-fee pricing for your compilation engagement—no hourly surprises, just straightforward value for small businesses.

CRA Support That’s Solid

If the CRA calls, we’re ready. We assist with questions, responses, and documentation related to your compiled financial statements.

Best for Small Businesses

We specialize in serving contractors, consultants, and small incorporated companies across Calgary and nearby cities.

Locally Invested

Vision Accounting proudly supports local initiatives in Calgary, Airdrie, and surrounding communities—it’s our way of giving back.

Have a question?

Got questions about CSRS 4200 financial statements?

We’ve answered the most common ones our small business clients ask — so you can feel confident moving forward.

A CSRS 4200 compilation is when a CPA organizes your financial information into financial statements without providing an audit or review opinion.

Small businesses, contractors, and corporations often need compilation statements for lenders, investors, or tax filing purposes.

A compilation does not provide assurance. It simply compiles your financial data into clear, professionally formatted statements.

Typically your trial balance, general ledger, bank statements, and year-end schedules. We’ll guide you through the checklist.

Most files are completed within 5–10 business days once all records are received. Rush options are available.

Vision Accounting offers fixed-fee pricing based on your business size and record quality—no hourly surprises.

Yes. We can complete prior year compilations and help organize your books before preparing current financials.

Absolutely. We work with incorporated businesses across Alberta—including Airdrie, Chestermere, and Cochrane.

Let’s make your year-end simple

Whether you need CSRS 4200 financial statements or full year-end accounting, Vision Accounting handles every detail—accurately, efficiently, and on time. Work directly with a Calgary CPA who keeps your numbers clear and your compliance stress-free.

Smiling CPA in suit holding clipboard, promoting free consultation for small business accounting at Vision Accounting