Ontario corporate financial reporting
Financial Statement & Assurance Services for Ontario Businesses
Clear year-end financial statements and practical guidance for incorporated businesses—coordinated with your bookkeeping, T2 corporate tax return and reporting requirements.
Get the right financial statements for the purpose
Different users may require different levels of financial reporting. We help clarify what your corporation, lender, investor or other stakeholder is requesting, prepare the underlying year-end information, and coordinate the appropriate engagement.
Year-End Financial Statements
Financial statement preparation connected to the corporation’s books and T2 tax return, with clear explanations of important balances and adjustments.
Compilation Engagements
Compilation financial information prepared where appropriate under applicable professional standards, based on information supplied by management.
Audit & Review Engagements Through Our Firm
When a review or audit is required, the engagement can be completed through our firm and signed by the appropriately licensed public accountant. We coordinate the records, year-end work and next steps so the process remains organized.
Common reasons businesses need financial statements
- Corporate year-end and T2 income tax preparation
- Bank financing, lending renewals or covenant reporting
- Shareholder, investor or partnership requirements
- Business purchases, sales or internal management reporting
- Bookkeeping clean-up and clarification of corporate balances
A coordinated year-end process
1. Confirm the requirement
We review what the corporation and any outside user actually need.
2. Organize the records
We identify bookkeeping gaps, supporting schedules and year-end adjustments.
3. Complete and explain
The financial reporting and corporate tax work are coordinated, then reviewed with you in plain language.
Need bookkeeping cleaned up first? See our bookkeeping and year-end service. For the corporate return itself, visit our T2 corporate tax return service.
Not sure what level of financial statements you need?
Call or text before committing to the wrong engagement. We’ll help clarify the request and the practical next step.
Clarify the Financial Statements You Need
Tell us who requested the statements and what wording they used. We’ll help identify the appropriate next step.
Confidential inquiry: Please do not send SINs, passwords, banking details, or sensitive documents through this form. A secure document-transfer method can be provided after initial contact.