If your organization needs professional financial statements prepared in accordance with accounting standards, but you don’t need an audit or review, our compilation services are the ideal solution.
At Finch, PC, we help organizations present their financial information clearly and professionally, giving owners, lenders, and councils confidence in the numbers without the added cost or complexity of higher-level assurance engagements.
Organized financial data presented in standard formats (balance sheet, income statement, cash flow, etc.)
Professional Presentation
Financials prepared in accordance with accounting principles and industry best practices
Timely Turnaround
We work on your schedule, ensuring you have the financials you need when you need them
Clear Communication
We walk you through the results so you fully understand your financial position
What is a Financial Compilation?
A financial compilation is when an accountant takes your financial data and prepares formal financial statements. Unlike an audit or review, a compilation does not provide assurance on the accuracy of the information—it simply organizes your records into a standardized, professional format.
This service is particularly useful when:
You need financial statements for internal management purposes
Banks, lenders, or councils require professionally prepared financials (but not audited)
You’re planning for growth, restructuring, or investment
You want clearer insight into your organization’s financial position
Corey has 10 years of professional experience in financial planning and analysis. His previous areas of focus involved helping launch the Financial Services department of a large government contractor, where he developed the various reporting and budgeting systems.
Corey also actively manages Shorebird, a Registered Investment Advising firm that focuses on Financial Advising, Planning, and Investment Management for clients. He is also an adjunct finance professor at the University of California, Riverside for their graduate-level programs.
Corey received a B.A. in Business Administration at the California State University, San Bernardino; a Masters in Business Administration and a Masters in Finance from Indiana University’s Kelley School of Business.
Jonathan has more than 7 years of professional experience in corporate taxation and strategy with both public and private companies. His industry experience includes entertainment, church finances, medical device, and technology. Jonathan is also an adjunct professor at the University of California, Riverside (named a Best Business School by Princeton Review and named a Best Undergraduate Business School by Businessweek) and speaks at conferences on topics such as leadership and management.
Jonathan is a graduate of the University of California, Riverside and an MBA candidate at UCLA Anderson School of Management. He is a licensed Certified Public Accountant (CPA) in California.
Jonathan previously worked at PricewaterhouseCoopers, LLP where he specialized in corporate taxation.