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judi_herishen

Judilee

@judi_herishen

CPA Expert and Professional Formatting Services

United States
English, German, Spanish
About me
Hi, I’m Judi Herishen, a Certified US CPA, financial auditor, and business consultant. I help individuals and businesses prepare reliable financial documents such as CPA comfort letters, mortgage verification letters, and self-employment income letters that meet lender and underwriter requirements. I also offer professional book and document formatting for reports and business documents. I focus on accuracy, confidentiality, and making the process simple for my clients. Feel free to contact me to get started.... Read more

Skills

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judi_herishen
Judilee
Offline • 

See my services

Proofreading
I will do microsoft word document formatting, adobe indesign format, book formatting
From$20 / projectMore details
Financial Reporting
I will write CPA employment letter, mortgage purpose letter, CPA financial statement
From$20 / projectMore details

Portfolio

Work experience

Senior Certified Public Accountant (CPA)

Finance Expert • Freelance

Feb 2021 - Present • 5 yrs 6 mos

As a Certified Public Accountant (CPA), I provide comprehensive accounting, financial management, and advisory services to businesses across various industries. My responsibilities include preparing accurate financial statements, managing bookkeeping, reconciling accounts, handling payroll, preparing tax returns, and ensuring compliance with accounting standards and tax regulations. I also conduct financial analysis, budgeting, forecasting, and cash flow management to help clients make informed business decisions. Throughout my career, I have assisted startups, small businesses, and established companies in improving financial performance by streamlining accounting processes, identifying cost-saving opportunities, and implementing effective internal controls. I am proficient in QuickBooks, Xero, Microsoft Excel, Wave Accounting, and other cloud-based accounting solutions. Key Achievements: Managed accounting and financial reporting for multiple clients with 100% accuracy and compliance. Reduced bookkeeping errors and improved financial reporting efficiency through process optimization. Successfully prepared tax filings and financial statements while ensuring regulatory compliance. Developed budgets, forecasts, and financial models that supported strategic business growth. Built long-term client relationships by delivering reliable financial insights and exceptional service. Core Skills: Financial Accounting & Reporting Bookkeeping & Bank Reconciliation Tax Preparation & Compliance Payroll Management Budgeting & Forecasting Financial Analysis Cash Flow Management QuickBooks, Xero, Wave, Excel GAAP & IFRS Compliance Internal Controls & Audit Support