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Practice Aids

Compilation


This is a sample compilation financial statement for a proprietorship.
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This is a sample compilation financial statement for a small company.
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This sample working paper file for a compilation engagement will help practitioners and their staff in how to put together a file that properly supports a compilation engagement.  The file has been created using checklists that suggest what appropriate procedures could be in most scenarios making it a great tool to help those just starting out or those who are looking for a reminder.  This is a great tool for the office.
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This is a full template to assist the practitioner in performing a compilation engagement.  It is designed to be used with caseware for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel documents which include an index, formatted financial statements, letters, checklists, leadsheets and basic working papers.  It has been integrated as a caseware template and is ready for immediate use.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloads you will need to use winzip or an equivalent to unzip the file for use.
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This is a full template to assist the practitioner in performing a compilation engagement.  It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel and includes our customized index , formatted financial statements, letters, checklists, leadsheets and basic working papers.  The indexing system allows one to store all documents related to the file in one location.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloads you will need to use winzip or something compatible to unzip the file for use.
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This is a sample compilation financial statement for a not for profit organization.
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This is a sample Compilation Financial Statement for a Medium sized Company.
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