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judi_herishen

Judilee

@judi_herishen
5.0(5)

Certified US CPA and Formatting Expert

United States
English, German, Spanish
About me
As a Certified US CPA, financial auditor, and business consultant, I support individuals, self-employed professionals, and businesses with accurate, confidential financial documentation. My services include CPA comfort letters, mortgage verification letters, self-employment income letters, financial document preparation, and professional book and business document formatting. I focus on clear, organized documents for lender, businesses, employed & self employed and underwriter review. Hi, I’m Judi Herishen. Contact me to discuss your needs and get started.... Read more

Skills

j
judi_herishen
Judilee
Offline • 
Average response time: 1 hour

See my services

Writing & Translation
I will do US mortgage CPA letter self employment income business verification letter
5.0(5)
Financial Reporting
I will provide CPA letter for rental application and self employed proof of income

Portfolio

Work experience

Senior Certified Public Accountant (CPA)

Finance Expert • Freelance

Feb 2021 - Present • 5 yrs 9 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

5 Reviews
5.0

(5)
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(0)
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Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
1-4 out of 5 Reviews
Sort By
Most relevant
    M

    martin_dan56

    GB

    United Kingdom

    Ongoing collaboration
    5

    I’m really happy with the service I received from Judi Lee. She was professional, easy to communicate with, and understood exactly what I needed for my CPA income verification letter. She handled everything carefully and delivered it much quicker than I expected. The whole process was smooth and stress-free,...

    $50

    Price

    1 day

    Duration

    gig

    Writing & Translation

    Helpful?
    Yes
    No
    S
    image-docs

    scottjames2

    US

    United States

    Ongoing collaboration
    5

    Judi was great to work with! She handled my income and financial verification documents quickly and made sure everything was taken care of properly. I’m very happy with her service and really appreciate her professionalism and attention to detail. I would definitely recommend Judi to anyone who needs...

    $50

    Price

    1 day

    Duration

    gig

    Writing & Translation

    Helpful?
    Yes
    No
    J

    jgarrett32

    US

    United States

    5

    Quick turn around and well done work. Excellent communication.

    $200-$400

    Price

    2 days

    Duration

    gig

    Writing & Translation

    Helpful?
    Yes
    No
    M

    martin_dan56

    GB

    United Kingdom

    Ongoing collaboration
    5

    Judi Lee did a great job. I really loved working with her and appreciated her expertise.

    $50

    Price

    1 day

    Duration

    gig

    Writing & Translation

    Helpful?
    Yes
    No