Notice to Reader (NTR) Engagements

Accurate and Compliant Notice to Reader Engagements for Your Business

IHCPA provides structured and compliant notice to reader engagements for corporations and sole proprietorships. These statements are prepared using financial information supplied by management and formatted according to CPA Canada standards. While no audit or review is performed, our accountants apply professional judgment to ensure the presentation is accurate and complete.

Our notice to reader engagements are suitable for businesses seeking formal financial statements for tax filing, loan applications, or internal performance assessments. We deliver reports that meet professional and regulatory expectations, ensuring transparency and accountability across your organization Contact us today to learn how our notice to reader engagements can support your business’s compliance and reporting needs.

Professional Compliance

Our notice to reader engagements ensure your financial statements meet CPA Ontario and CRA reporting requirements. Each report follows professional accounting standards for reliability and consistency.

Simplified Financial Reporting

We help you maintain accurate and organized statements without the complexity of audits or reviews, offering a straightforward way to present financial data for various purposes.

Support for Banking and Loans

Banks and lenders commonly request notice to reader statements. Professionally prepared reports strengthen credibility and support financing applications.

Clear Record-Keeping

Every financial document under our notice to reader engagements is formatted and reconciled properly, creating dependable records for future reference, taxation, or internal review.

Compilation of Financial Information

The foundation of every notice to reader engagement begins with compiling financial data provided by management. This process involves organizing and presenting all relevant information without expressing assurance or opinion. Our team ensures accuracy, structure, and compliance with presentation standards.

We carefully review financial data, verify arithmetic accuracy, and ensure the format aligns with CPA Canada requirements. This compilation provides a structured view of your financial performance while maintaining the integrity of your original records. It is an efficient method for presenting business performance to stakeholders and regulators.

Preparation of Financial Statements

We prepare financial statements that reflect your company’s financial position at year-end, including a balance sheet, income statement, and statement of retained earnings. Each statement is prepared using management’s information and aligned with CRA and CPA Ontario standards.

Our accountants ensure all figures are properly categorized, formatted, and balanced. The completed statements provide an accurate reflection of your financial results and offer confidence to stakeholders reviewing your records.

Tax Filing and CRA Support

Our notice to reader engagements extend to CRA tax filing and compliance support. The financial statements we prepare serve as the foundation for your corporate T2 return and related submissions.

IHCPA ensures your information is structured according to CRA requirements, minimizing discrepancies during reviews. We also support clients during inquiries by providing reconciled documentation and organized reports that demonstrate accuracy and compliance.

Management Reporting

Our notice to reader engagements provide insights that go beyond compliance. Management can use these reports to assess profitability, monitor expenses, and strengthen financial strategy. We prepare statements that are easy to interpret and suitable for internal decision-making.

We help business owners understand key financial metrics such as margins, debt levels, and revenue patterns. These insights support operational planning and allow leadership to make informed adjustments throughout the fiscal year.

Professional Presentation and Delivery

Every document is formatted professionally for internal and external use. We ensure clarity in layout, document structure, and financial statement labeling, along with proper certification under our firm’s name.

IHCPA delivers finalized reports ready for submission to banks, investors, and government agencies. Each statement reflects professionalism, compliance, and credibility.