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I will do US CPA financial reporting, review, and advisory
Licensed CPA Resolving Tax Debts and Securing Corporate Compliance
Hi, I’m Kimberly Ann, a Licensed Certified Public Accountant (CPA) with solid experience across tax compliance, IRS resolution, and AICPA-compliant SOC 1 and SOC 2 examinations and audit reports. I he...
About this Gig
Messy spreadsheets and generic bookkeeper reports won't pass bank underwriting or investor due diligence. When capital, loans, or strategic decisions are on the line, you don't need data entryyou need an expert eye.
As a licensed US CPA, I bridge the gap between compliance and strategy. I transform complex or unorganized financial data into institutional-grade reports, backed by the critical analysis and advisory insights serious businesses demand.
Whether you are preparing for a bank loan, seeking investors, or needing an independent review of your internal financials, I ensure your numbers are accurate, compliant, and actionable.
How I Help Your Business:
- Rigorous Compilation & Review: Flawless 3-statement reporting (P&L, Balance Sheet, Cash Flow) built or audited to strict US GAAP standards.
- Strategic CPA Advisory: Identifying hidden margin leaks, cash flow bottlenecks, and financial risks before they impact your growth.
- Lender & Investor Polish: Delivering clean, professional packages designed to pass strict institutional scrutiny.
Stop second-guessing your financial position. Lets turn your reporting into a high-trust asset.
Send me a message today.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
Are your financial reports compliant with US GAAP?
Yes. As a licensed US CPA, all reporting, compilations, and independent reviews are meticulously structured in accordance with US Generally Accepted Accounting Principles.
Can these financial reports be used for bank loans, SBA funding, or investors?
Absolutely. The Standard and Premium packages are specifically formatted to provide the professional presentation, accuracy, and clarity required by commercial lenders and institutional investors.
What is the difference between preparation and review?
Preparation involves building your core financial statements from your raw trial balance or books. A review involves auditing your existing draft statements to verify mathematical accuracy, correct classifications, and ensure structural compliance.
