Ask Your Surety Pro – Can a CPA Compilation Statement Help Grow Your Bonding Capacity?

For small contractors relying on internally prepared financial statements, upgrading to a CPA compilation report can be an important first step toward qualifying for larger bonding programs. But the value of that compilation depends heavily on how it is prepared and what supporting schedules the CPA firm includes.

In this episode of Ask The Surety Pro, Joe Catania, Co-Founder and CEO of Anderson & Catania, explains how a CPA compilation report affects surety underwriting, why presentation quality matters as much as format, and what contractors should discuss with their CPA before making the transition.

If you are a growing contractor wondering whether a CPA compilation is enough to take your bond program to the next level, this episode is a good place to start.

⏱ Watch time: 1:07