Serving TN, AL, MS and NC contractors
Compiled Financial Statements for Contractor License Renewals
Compiled Financial Statements are required to renew an existing license greater than $1,500,000.
Rapid turnaround for contractors needing to renew their existing license. The entire process is done by phone and email, so no office visit is required.
- Most compilations completed within 3 business days
- I can explain exactly what your renewal requires
- Andrew B. Ellis, CPA, CFA, CFP
What is a Compiled Financial Statement?
The purpose of a Compilation is to organize financial data into the required format without providing any assurance on the accuracy of the information.
When do you need a Compiled Financial Statement?
Compiled Financial Statements are required to renew an existing license greater than $1,500,000.
Applying for a new license or a monetary limit increase? That requires a reviewed financial statement instead.
How does the process work?
Everything happens by phone, text and email. You never need to visit an office.
Call or email
We talk through your license, your renewal date and what the Board needs.
Send your documents
You email or upload the documents I request.
I prepare the compilation
I organize your financial data into the required format and ask any follow-up questions.
Renew your license
You receive the compiled financial statement, ready to file with your renewal.
Typical turnaround: 3 business days from the day I receive your documents.
Why choose me for your Compiled Financial Statement?
- This is all I do: I don't offer any other services besides financial statements for contractors. This means you never get put on the back burner.
- I don't employ staff: All conversations are directly with me. My only phone number is my cell phone. You are always talking to the "decision maker".
- CPA since 2001: Andrew B. Ellis, CPA, CFA, CFP
- Peer-reviewed firm: Independent quality review of my work
- 100% remote by phone, text and email. No office visit.
- Most compilations are completed in 3 business days.
- I help clients submit new license applications seven days a week.
- Over 500 contractors served: I know what the Board approves
- 5.0 rating on Google: 118 client reviews
- My job isn’t done until you receive your license renewal: Don’t hesitate to call or write if any questions come up.
Don't hesitate to call or write if any questions come up, because my job isn't done until your license is renewed.
Renewing your license?
Call now and I'll explain exactly what your compiled financial statement needs.
Andrew B. Ellis, CPA, CFA, CFP. Contractor financial statements for Tennessee, Alabama, Mississippi and North Carolina. FAQs