I will prepare compiled or reviewed financial statements as a licensed CPA

United States

I speak Spanish, English

US CPA

I specialize in CPA letters, income verification letters, financial statement reviews, business financial documentation, and professional reporting support for individuals, business owners, and self-e...
About this Gig

I prepare compiled and reviewed financial statements in accordance with professional accounting standards, ideal for businesses that need financial statements for lenders, investors, partners, or internal use without the cost and time of a full audit.

Compilation: I organize your financial data into standard statements (no assurance provided) fastest and most affordable option.

Review: Includes analytical procedures and limited assurance a mid-level option often required by banks or investors.


What you'll receive:

  • Balance Sheet
  • Income Statement
  • Statement of Cash Flows
  • CPA compilation or review report with signature


What I need from you:

  • Bookkeeping records (QuickBooks export, spreadsheets, or bank statements)
  • Prior-period statements if available
  • Purpose of the statements (loan application, investor request, internal use, etc.)

Financial statement type:

Balance sheet

Income statement (P&L)

Accounting standards:

Australian GAAP

Canadian GAAP

UK GAAP

Service type:

Pro-forma financial statements

Reporting frequency:

Monthly

Quarterly

Annually

Industry:

Data analytics

E-Commerce

Financial services

Target country:

United States

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.