Compilation Services in Orlando – Clean Financials Without the Audit Overhead
GAAP-Compliant CPA-Prepared Financial Statements for Internal Use, Lenders, and Boards
About us
Audit Services at the Davis Group
When you don’t need assurance—but still want professional, organized financials—a compilation engagement gives you what you need without the added cost or complexity of an audit or review.
At Davis Group P.A., we prepare clear, lender-ready financial statements for businesses across Orlando, Altamonte Springs, and Brevard County. Our compilation services are fast, accurate, and ideal for companies that value credibility without requiring assurance including construction firms submitting financials for bonding or internal reporting.
What is Compilation
What Is a Compilation—and When Should You Use It?
A compilation is a CPA-prepared set of financial statements using data provided by management. There’s no testing, no verification
Internal budgeting and management planning
Annual reports for board meetings or advisory review
Prepping for future audits or investor conversations
Providing financials for bonding or contractor qualification in the construction industry
If you need clarity and presentation—but not assurance—this is your most efficient solution.
What’s Included
What’s Included in Our Compilation Services
We go beyond formatting. We deliver structure and credibility.
- GAAP-compliant financial statements (or tax/cash basis)
- Statement of financial position, income, and cash flows
- Custom disclosures and footnotes
- Management-use reports or lender-ready packages
- Fast turnaround, CPA-prepared accuracy
You give us the numbers—we return professional-grade financials you can rely on.
Schedule Your Free Compilation Consultation
Let Davis Group P.A. prepare the clean, professional financials your business needs—without the extra cost of assurance.
Who Uses Compilations
Who Uses Our Compilations
- Real estate investors and holding companies
- Business owners needing clear, organized financials for funding
- Nonprofits providing internal or board-level reporting
- Multi-entity businesses consolidating operations
- Construction firms needing reviewed financials for bonding, financing, or stakeholder reporting
When speed, clarity, and presentation matter—but assurance isn’t required—a compilation is the smartest choice.
FAQ’S
Frequently Asked Questions
Will a compilation be accepted by my bank or lender?
Many lenders accept CPA-prepared compilations when full audits or reviews are not required. We format your reports accordingly.
How long does a compilation take?
Typically 1–2 weeks, depending on the complexity and readiness of your records.
Can I upgrade to a review or audit later?
Yes. Compilations are often the first step toward more formal assurance engagements.
We Serve
Where We Serve
We work with businesses across:
- Orlando (Lake Nona, Winter Park, Downtown)
- Altamonte Springs and Seminole County
- Brevard County: Melbourne, Palm Bay, Cocoa, Rockledge, Titusville
- Tampa and the surrounding areas
- Volusia County: Daytona Beach, Ormond Beach
Contact Us
Centrally located in the City National Bank building in downtown Orlando, we are a quick drive from anywhere in town. We offer parking validation when visiting our office.