Financial Statement Services: Transform Your Numbers into Strategy
Beyond compliance. Clarity that drives growth. At Accufin, we prepare accurate, compliant financial statements that do more than meet regulatory requirements—they become your roadmap for smarter decisions.
Why Financial Statements Matter
"Financial statements are your business's report card. They reveal profitability, expose risks, attract investors, and unlock financing. But only if they're prepared correctly for the Canadian context."
DIY/Generic Statements
- Risk of CRA compliance gaps
- Missed trends & red flags
- Generic templates
- Delayed or inaccurate data
Our Professional Preparation
- Full ASPE/IFRS compliance
- Strategic insights & KPIs
- Tailored to your industry
- Timely, accurate reporting
Our Canadian Financial Statement Services
đź“‘Tailored Reporting Packages
| Service Level | Best For | Key Deliverables |
|---|---|---|
| Notice to Reader (Compilation) | Basic compliance, internal use | Simplified financial summary |
| Review Engagement | Lender requirements, mid-size businesses | Analytical procedures + limited assurance |
| Audited Statements | Regulatory compliance, investors, acquisitions | Full audit opinion + detailed disclosures |
đź“ŠSpecialized Statements
- •Management Discussion & Analysis (MD&A): Interpret results with forward-looking insights
- •Consolidated Financials: For groups or multiple entities
Industry-Specific Reports:
- →Real Estate: Project-level profitability, occupancy metrics
- →Manufacturing: Cost of production, inventory turnover
- →NFPs: Fund-restricted reporting, T3010 support
The Value We Deliver
CRA-Compliant & Lender-Ready
Prepared under Canadian ASPE or IFRS standards—accepted by banks and regulators
Strategic Intelligence
Benchmarking, trend analysis, and KPIs that reveal growth opportunities
Time & Cost Savings
No more spreadsheet chaos. We handle data integration from your systems
Peace of Mind
CPA-reviewed accuracy with proactive error detection
"We don't just report history—we help you write your future."
Your Financial Statement Toolkit
What You Receive:
Balance Sheet
Income Statement
Cash Flow Statement
Notes to Financials
Custom KPIs
(e.g., gross margin, ROI, liquidity ratios)
Executive Summary
(plain-English insights)
+ Bonus: Secure digital access via client portal.
Who We Serve
Startups
Investor-ready financials for seed rounds
SMEs
Monthly/quarterly packages for active management
Corporations
Year-end statements for shareholders
Non-Profits
T3010-compliant charitable reporting
Professionals
Medical/dental practice performance dashboards
Our Process: Simple & Collaborative
Data Sync
Connect your accounting software (or share files securely)
Analysis & Preparation
We reconcile, analyze, and draft statements
Review & Refine
Collaborative session to explain findings
Delivery & Support
Receive final statements + 30-min strategy debrief
Ready for Financial Clarity?
We'll analyze your latest statements and identify:
- 3 opportunities to improve profitability
- 1 critical compliance risk
- Custom reporting package recommendation
1,200+ financial statements prepared
98% client retention
Authority Note:
"Founded by Sanjeev Garg, Accountant and bookkeeper with 6+ years specializing in Canadian financial reporting."
*Financial statement services do not include audit or assurance unless specified. Past performance not indicative of future results.