SEPARATE EACH RECIPIENT'S REQUEST
Use Recipient A and B, not names or account details. Attribute each request to its source.
Financial & Accounting · FREE PREPARATION PACK
Financial-statement request and package workbook
Two recipients may use the same phrase, financial statements, while asking for different information. This helpful preparation resource from PickYourPro.ai keeps each recipient's stated request separate from the service an accountant agrees to provide. Use the worksheets to prepare a consultation, reconcile unanswered scope questions and track the agreed package without interpreting financial information or choosing an assurance service.
Download free PDF ↓Ready for proposals? Start a request ↗
Preparation only, not accounting, audit, assurance, financial-reporting, tax, legal, lending or investment advice. This worksheet does not select a framework or service, interpret statements or confirm accuracy, acceptance, eligibility or approval. Keep balances, accounts, identifiers, returns and private financial documents out; use the accountant's agreed private process.
START HERE
How to use this resource
Label the intended users Recipient A and Recipient B. Record their stated purpose, period and requested package using non-sensitive references, then ask the accountant to explain the proposed engagement and outputs. Carry differences back to the appropriate recipient for clarification; do not assume one package meets both requests. On the second page, connect the accountant's named documents, notes or accompanying report references to the agreed version and private delivery process. Record receipt separately from acceptance. Your check of a draft is not a professional review engagement, and a file receipt is not an assurance conclusion or confirmation that the engagement is complete.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
MAP THE AGREED PACKAGE AND VERSION
The accountant defines the output. Use neutral document references, not figures or financial records.
KEEP REQUESTS AND RECEIPTS DISTINCT
Tick what is clear. A received file is not recipient acceptance or professional assurance.
QUESTIONS FOR THE ACCOUNTANT
Use the same recipient requests in each consultation. Leave unknowns for professional clarification.
COMPARE REQUESTS, OUTPUTS AND SUPPORT
Use Accountant A and B in each box. Compare the same recipient request, not just a package name.
USE IT RIGHT NOW
CPA & Accounting preparation checklist
- Give each intended recipient a neutral A or B label.
- Record the recipient-stated purpose, period and request reference.
- Keep requested documents separate from accountant-confirmed deliverables.
- Ask the accountant to define the engagement and its limits in writing.
- Send unresolved differences back for recipient and accountant clarification.
- List package components and versions using only non-sensitive references.
- Distinguish client draft comments from the professional service being engaged.
- Record private delivery and acknowledgment separately from acceptance or completion.
Questions for the accountant about the statement package
- What do you need to understand each recipient's stated request and intended use?
- How will you define the engagement and explain what it does and does not provide?
- Which statement, note or accompanying report references belong in the agreed package?
- How should differences between a recipient's wording and your proposed output be clarified?
- How will client comments on a draft, package versions and secure delivery be coordinated?
- Who handles a recipient's follow-up request, and what could require a separate engagement or scope change?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start a CPA & Accounting request. Describe the statement-preparation conversation you need, without private financial records, so participating pros can compete with proposals. Compare engagement scope, outputs, fees, delivery and follow-up. An accountant-led consultation may be needed.
Start a new request ↗Participation and availability vary. A private recipient-request and engagement discussion may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
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Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 17, 2026. This pack has not been independently reviewed by a licensed specialist.
- AICPA: Preparation, compilation and review standards ↗
First-party standards resource hub checked October 17, 2026. A reference for discussion with an accountant, not instructions for selecting or performing a professional service.
- AICPA: Compilation, review and audit discussion ↗
Professional-insights article dated September 30, 2023, checked October 17, 2026. Background for asking the accountant to explain the agreed service; this pack does not reproduce assurance definitions or decide what a recipient requires.
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