Compilations
Compilations
Financial Statement Compilation Services
Not every business needs the scrutiny of a full audit or even a review. Sometimes, what you need is simply a clean, accurate set of financial statements prepared by a CPA, so you can move forward with confidence.
I provide financial statement compilation services for small to mid-sized businesses that need help organizing their financial information into clear, professional reports. Whether you’re applying for financing, reporting to stakeholders, or just trying to get your books in order, I’ll help you present your numbers clearly, without overcomplicating the process.
What Is a Financial Statement Compilation?
A compilation is the lightest form of financial reporting service offered by a CPA. It doesn’t involve assurance or deep analysis, but it’s still a formal way to organize your books into professional financial statements.
You provide the financial data, revenues, expenses, assets, liabilities, and I take that information, apply standard formatting and presentation rules, and deliver financial statements that are clean, consistent, and compliant with applicable reporting frameworks (such as GAAP or cash-basis).
There’s no audit testing, no verification, and no digging. It’s a practical solution for businesses that just need things presented the right way.
Who Needs a Compilation?
A compilation is a useful fit for companies that:
Want organized financials for internal use or strategic planning
Need professional statements to show lenders, investors, or partners
Run a franchise or service business that reports to corporate
You’re growing fast, but no one’s requiring an audit (yet)
Need clear financials for board meetings, licensing, or tax preparation
If you’re not required to get an audit but still want to make sure your financials look polished and consistent, a compilation may be the right option.
What You Gain from a Financial Statement Compilation
A compilation may be the simplest form of financial reporting, but it’s far from meaningless. When done properly, it helps your business move forward with confidence and professionalism. Here’s what you can expect:
Clarity and Consistency: Your financials will be formatted clearly and professionally, ready to present to banks, licensing boards, franchisors, or your leadership team.
Time and Cost Efficiency: Because a compilation doesn’t include testing or deep-level procedures, it’s faster to complete and easier on your budget, especially for small businesses.
Confidence to Move Forward: With properly prepared financials, you’ll feel ready to take your next step, whether that’s securing a lease, applying for a loan, or preparing internal reports.
Support Without Overhead: You get expert help, personal attention, and clean deliverables without the weight of a full audit or review process.
What You Gain from a Financial Statement Compilation
I work directly with small and mid-sized businesses here in Dallas, construction firms, franchise owners, consultants, professional service companies, and everything in between. With more than two decades of experience in financial reporting, I understand what your business needs and what it doesn’t.
No handoffs. No upsells. Just one-on-one service from someone who gets it.
Other Services
Financial Statement Audit
Financial audits can feel overwhelming, but I simplify the process and ensure your financials are clear, compliant, and decision-ready.
Reviews
When you need financial clarity but don’t require a full audit, I offer review services that highlight issues, uncover risks, and provide practical recommendations.
Client's Warm Words
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Aaron Culver
BODYBAR Pilates
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Mike Lauer
FreeForm Chiropractic
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Kelly Smith
Controller Stronghold Investment Managementt
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Greg Smith
Beverly Financial Corp.
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Ben Williams
HUVRdata, Inc
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Sam Adanlawo
StretchMed Franchise LLC and Get In Shape Franchise LLC
We’ve been working with Gwynn CPAs for the past two years for our financial audits across both of our franchise brands. Their team has been consistently thorough, professional, and incredibly helpful throughout the entire process. Their expertise and attention to detail have made them a trusted partner in ensuring our financial integrity.
Smina Chapagain
Aoka
It has been a great experience working with Gwynn CPA’s. Mr. Gwynn was highly responsive throughout our review process and took the time to answer all of our questions thoroughly. He exceeded our expectations, not only in the quality of service but also by completing the process ahead of schedule. We truly appreciated his professionalism and efficiency.
Aaron Culver
BODYBAR Pilates
Jon Gwynn and his team at Gwynn CPAs have skillfully completed the audit of our Franchise company for several years now. Jon is excellent to work with and extremely helpful at finding solutions to complex issues pertaining to audited financials. He works diligently and has always completed our audit on time and on budget. I highly recommend working with Jon and his team at Gwynn CPAs.
Mike Lauer
FreeForm Chiropractic
We rely on Jon Gwynn to audit our franchise financials and ensure we remain fully compliant with our Franchise Disclosure Document (FDD) requirements. Jon is incredibly patient, professional, and consistently goes above and beyond to support our needs. His attention to detail and thorough understanding of franchise compliance have been invaluable to our organization. His pricing is more than fair—and the value he delivers far exceeds expectations. Highly recommend working with Jon if you're looking for a trustworthy and knowledgeable partner in this space.
Kelly Smith
Controller Stronghold Investment Managementt
Jon Gwynn and his team truly understand our operations, offer strategic guidance, and help us make smarter financial decisions. Whether it's reporting or navigating complex issues, Jon and his team bring clarity and confidence to every step. Their responsiveness, attention to detail, and deep expertise have made them an invaluable asset to our business.
Greg Smith
Beverly Financial Corp.
I had a great experience working with Gwynn CPAs on the financial audit for my Finance company. I expected this initial audit to be particularly difficult as I had recently acquired the company, which had not had a recent financial review, and transitioned accounting systems. The audit ended up proceeding surprisingly smoothly, thanks to Jon's experience and guidance. Jon is very knowledgeable, professional and responsive. My commercial bank was very satisfied with the results. I look forward to a long partnership with Gwynn CPAs and highly recommend them to others.
Ben Williams
HUVRdata, Inc
Working with the team at Gwynn CPAs for our annual audit is always a seamless process. Their professionalism and incredible thoroughness give us complete confidence in our financial reporting. They are exceptionally timely and make a complex process feel effortless.
Let’s Talk About Your Financial Reporting Needs
If you need professionally prepared financial statements without the complexity of a full audit or review, let’s connect. I’ll explain the process, answer your questions, and help you decide if a compilation is the right move.
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk About Your Financial Reporting Needs
If you need professionally prepared financial statements without the complexity of a full audit or review, let’s connect. I’ll explain the process, answer your questions, and help you decide if a compilation is the right move.
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk About Your Financial Reporting Needs
If you need professionally prepared financial statements without the complexity of a full audit or review, let’s connect. I’ll explain the process, answer your questions, and help you decide if a compilation is the right move.
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
Let’s Talk
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© 2025 Gwynn CPAs. All rights reserved.
Designed & Developed by starterweb.studio
© 2025 Gwynn CPAs. All rights reserved.
Designed & Developed by starterweb.studio