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I need a UK-qualified chartered accountant to carry out a limited review of my company’s figures so I can submit them with a mortgage application. The lender has asked for confirmation that the numbers in our balance sheets, income statements, and cash-flow statements are fairly presented, and they also want the latest CT600 and my SA302 cross-checked against those accounts. Once you have completed your work I will need a brief signed letter, on your firm’s headed paper, stating that you have performed a limited review in accordance with applicable UK standards and that the figures tie back to the documents provided. A concise schedule showing any adjustments or reconciliations you made will help the underwriters move quickly. I can supply the full year-end trial balance in Excel plus PDFs of the filed accounts, tax return (CT600), and SA302 immediately. Turnaround within a week would be ideal, but let me know if you need a little longer. Please confirm your registration details and outline any additional information you will require so we can get started right away.
Project ID: 40534187
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23 freelancers are bidding on average £393 GBP for this job

As an accomplished UK-qualified chartered accountant, I am well-prepared to handle your company's limited review needs for your mortgage application process. My extensive finance and accounting background, coupled with years of experience in the field, have honed my skills in conducting meticulous and comprehensive reviews of financial statements. I assure you that I know exactly what underwriters are looking for and working diligently to ensure that the numbers on your balance sheets, income statements, cash-flow statements align accurately with your CT600 as well as your SA302. The proficiency I've developed in data analytics and financial planning & analysis also enables me to bring a unique advantage to this project. Using my advanced Excel expertise, I can promptly work through the provided trial balance and cross-reference it with the relevant documents you've shared. Moreover, my skillset extends to generating concise schedules to account for any adjustments or reconciliations made during the review—a crucial aspect to aid swift completion of the underwriting process. I understand that time is paramount for you and I am prepared to deliver within a week or accommodate a slightly longer timeframe if needed. With my services comes continuous support even beyond completion of contract, so you are assured lasting value and assistance throughout your application process and beyond.
£250 GBP in 1 day
7.9
7.9

As a UK-qualified chartered accountant with nearly a decade of experience under my belt, I can assure you that a limited review of your mortgage accounts is right up my alley. I understand the importance of presenting numbers fairly, particularly in cases like yours where finances will be scrutinized by external parties. In fact, ensuring compliance has been the cornerstone of my career. Over the years, not only have I become well-versed in auditing and financial statement preparation, but I have also mastered the art of condensing complex financial jargon into concise, understandable reports- just like the letter and schedule you require for the underwriters. Additionally, I'm known for my efficiency without compromising quality. Within the span of a week, I'll be able to complete your request with precision and thoroughness. Whether it's cross-checking CT600 and SA302 or reconciling figures in balance sheets - rest assured it will all be flawlessly handled. So let's get started on securing your mortgage with confidence!
£350 GBP in 7 days
6.4
6.4

Hello, I am a UK‑qualified chartered accountant registered with a recognised professional body. I will perform a limited review of your company’s figures, including balance sheets, income statements, cash‑flow statements, CT600, and SA302, cross‑checking them against your trial balance and filed accounts. I will provide a signed letter on my firm’s letterhead confirming the limited review was performed in accordance with UK standards and that the figures tie back, plus a concise schedule of any adjustments. Please share your trial balance, filed accounts, CT600, and SA302. I can start immediately. Thank you. Regards, Zafar
£250 GBP in 1 day
6.2
6.2

Hi, I can surely assist you in preparing and reviewing financial documents, reconciling figures across your accounts, and drafting the professional review letter required for your mortgage application. I have experience working with financial statements, tax documents, and compliance-related reporting. I can carefully review your balance sheet, income statement, cash-flow statement, CT600, and SA302, identify any discrepancies, and provide a clear reconciliation schedule to support the lender's assessment. Before we proceed, I have two questions: 1. Are your company accounts already prepared and filed, or do you expect any amendments before submission to the lender? 2. Which UK accounting body (if any) does your lender require the reviewing accountant to be registered with? I am available to start as soon as the documents are provided and can work toward your desired turnaround time. Thanks
£500 GBP in 7 days
5.8
5.8

With over a decade of multi-faceted experience in accounting and finance, and as a registered UK chartered accountant, I possess the ideal skill set for conducting the limited review you require. My proficiency in bookkeeping and tax preparation aligns seamlessly with your project demands. Additionally, my adeptness in leveraging advanced automation and robust financial intelligence tools will assure you of accurate reportage that satisfies your lender's specifications. Furthermore, partnering with me provides you access to a state-of-the-art AI-powered platform, built to streamline financial operations. You won't have to wade through spreadsheets or worry about missing data; instead, you'll have instant visibility into precise, real-time financial insights. It's an offering that has consistently delivered results for my clients, including faster reconciliations by 60%, 74% reduction in errors and availability of 4X more advisory capacity. Let my comprehensive range of skills paired with my commitment to deliver high-quality outputs within tight deadlines speak for itself. As we engage, I'll require your full-year trial balance on Excel alongside PDF copies of your filed accounts, CT600, and SA302 provided all of which I am proficient in handling. Get prepared to experience a transformed, streamlined approach to managing your finances with me at FinxisAI. Let's get started without delay!
£250 GBP in 7 days
2.9
2.9

Hello Deeply knowledgeable in the UK accounting and financial landscape, I am your ideal freelancer for this limited review task. My expertise as a chartered accountant combined with my PhD in finance spans over 10 years of experience, ensuring a robust understanding of the intricate details of balance sheets, income statements, cash-flow statements, CT600 and SA302 forms among others. Precise and thorough, I adhere to UK standards stringently to provide fairly presented financial figures. Apart from my fluency in financial analysis and sharp critical thinking prowess, my clients continually commend me for my professionalism, attention-to-detail and unwavering commitment to their satisfaction. In partnering with me, you are assured not only of a timely delivery but also of materials that are engaging even to non-finance individuals. Choose me today and rest easy knowing your job will be done superbly from inception to conclusion, allowing you to focus on other aspects of your business. Thanks Brian
£500 GBP in 2 days
2.7
2.7

Dear Clinet I am a Fellow ACCA having extensive experience reviewing financial statements and supporting mortgage and lending applications. I can perform a limited review of your balance sheet, income statement, cash flow statement, CT600, and SA302, reconcile the figures to the underlying trial balance, and provide a summary of any adjustments identified. Upon completion, I can prepare a professional review letter on UK firm letterhead. and reconciliation schedule to support your lender's assessment, subject to confirming the lender's specific requirements. I can start immediately and deliver within your requested timeframe once I receive the trial balance, filed accounts, CT600, and SA302. I would be happy to discuss the scope further. Kind regards, Talha Mansoor FCCA
£500 GBP in 7 days
2.9
2.9

Hi, I can review your financial statements, CT600, SA302, and supporting records to ensure the figures reconcile correctly and identify any discrepancies before submission to your lender. • 20+ years of accounting and financial reporting experience • Experience reviewing financial statements and tax records • Trial Balance, Balance Sheet, P&L, and Cash Flow reconciliation • Mortgage and lender-support documentation experience • Strong attention to detail and fast turnaround I can review the trial balance, filed accounts, CT600, and SA302, provide a reconciliation schedule, and prepare a summary of any adjustments or issues identified. To get started, could you please confirm whether your lender specifically requires the review letter to be signed by a UK Chartered Accountant (ACA/ACCA) or will an experienced accountant's review be acceptable? I am available to start immediately and can review the documents as soon as they are provided.
£500 GBP in 7 days
2.6
2.6

Greetings! I will perform a limited review of your financial figures for your mortgage application, cross check CT600 and SA302, and provide a signed letter on headed paper with a schedule of adjustments. I can complete within a week. Send your trial balance and filed accounts. Thanks, Revival
£250 GBP in 7 days
2.1
2.1

Hi, I can surely assist you in reviewing your company’s financial information and preparing the supporting documentation needed for your mortgage application. I can carefully cross-check your balance sheet, income statement, cash-flow statement, CT600, and SA302 to ensure the figures are consistent and properly reconciled. I will also provide a clear summary of any findings or adjustments to help streamline the lender's review process. I am detail-oriented, responsive, and can begin reviewing the documents immediately upon receipt. Thanks
£500 GBP in 7 days
2.3
2.3

Hi, there. I’m Susie Kalson, a UK-qualified chartered accountant with over 7 years of experience in financial analysis and audit. I understand that you need a reliable review of your company's financials to satisfy your lender's requirements for mortgage application. Accurate representation of your balance sheets, income statements, and cash-flow statements is critical at this juncture. ✅ Perform a limited review of all provided financial documents ✅ Cross-check CT600 and SA302 against the accounts ✅ Prepare a signed letter confirming compliance with UK standards ✅ Deliver a concise schedule of any adjustments made ✅ Ensure clarity for underwriters to expedite the process I regularly use advanced Excel for data analysis and reconciliation, along with accounting software tailored for UK standards. I can quickly analyze your year-end trial balance and associated documents to ensure everything aligns. I am looking forward to work with you. Best Regards, Susie Kalson
£250 GBP in 5 days
0.0
0.0

Hi, I can assist with reviewing your financial documents, reconciling the figures across your balance sheet, income statement, cash-flow statement, CT600, and SA302, and preparing a clear reconciliation schedule for your mortgage application. I have experience working with financial statements, bookkeeping, and accounting documentation, and can help ensure the records are organized and consistent for lender review. To proceed, I would need: * Year-end trial balance (Excel) * Filed accounts (PDF) * CT600 * SA302 * Any lender-specific requirements Please note that if the lender specifically requires a signed letter from a **UK Chartered Accountant on firm letterhead**, that document must be issued by a UK-qualified accountant who is authorized to provide such assurance services. Looking forward to reviewing the documents and discussing the requirements. Thanks, Nida
£350 GBP in 25 days
3.2
3.2

Hey, I think you would like to read this. I specialize in UK accounting standards and can provide a meticulous limited review for Mortgage Accounts. I will ensure all financial statements align accurately, cross-checking CT600 and SA302 forms. With my expertise, you can expect a detailed letter affirming compliance with UK standards and highlighting any necessary adjustments. This will expedite the underwriting process. Here's what I will deliver: 1. Thorough limited review of balance sheets, income statements, and cash-flow statements. 2. Cross-verification of CT600 and SA302 against financial documents. 3. Concise schedule of adjustments for clarity. I would like to discuss more about the project. You lose nothing, and with milestones, your payment will be fully protected. Kind Regards, Riyaat
£400 GBP in 7 days
0.0
0.0

Hello, I can assist with reviewing your financial statements, CT600, and SA302 to ensure consistency, identify discrepancies, and prepare a reconciliation schedule suitable for mortgage underwriting purposes. My support includes: • Review of Balance Sheet, Profit & Loss, and Cash Flow statements • Cross-checking figures against CT600, SA302, and supporting records • Identification and documentation of any adjustments or reconciliations required • Preparation of a clear reconciliation schedule for lender review • Review of supporting financial documentation for completeness Deliverables: • Financial review summary • Reconciliation and adjustment schedule • Supporting documentation checklist for mortgage submission Please share the trial balance, filed accounts, CT600, and SA302, and I can review the information and outline any issues requiring attention before submission to the lender.
£350 GBP in 7 days
0.8
0.8

Hello, I hope you are doing well. I am a professional accountant with over 5 years of experience in bookkeeping and financial management. I specialize in maintaining accurate financial records and helping businesses stay organized and compliant. I can assist you with: • Bookkeeping (daily, weekly, or monthly) • Bank & credit card reconciliation • Preparation of monthly financial statements • Accounts payable & receivable management • Payroll processing • Month-end and year-end closing entries • Expertise in QuickBooks and NetSuite I focus on accuracy, timely delivery, and clear communication to ensure your financial data is always up to date and reliable. I would love to discuss your requirements in detail and understand how I can add value to your business. Looking forward to working with you. Best regards, Samriti G.
£250 GBP in 7 days
0.0
0.0

Hi, I have 6+ years of experience in financial analysis, reconciliations, audit support, compliance reporting, and financial data validation across large organizations. I have worked extensively with balance sheets, income statements, cash flow reporting, variance analysis, audit documentation, and financial reconciliations using Excel and reporting tools. For your project, I can review the trial balance, filed accounts, CT600, and SA302, reconcile figures across all documents, identify discrepancies, and prepare a clear reconciliation schedule to support your mortgage application. My background includes audit support, financial oversight, reporting validation, and ensuring data accuracy for compliance and external review purposes. I can provide a detailed review within your one-week timeframe and maintain clear documentation throughout the process. I am highly proficient in Excel and experienced working with complex financial datasets requiring accuracy and traceability. Before starting, I would need access to the trial balance, filed accounts, CT600, SA302, and any lender-specific requirements. I am available to begin immediately and would be happy to discuss the scope further. Thank you, Emanuel Jones
£500 GBP in 4 days
0.0
0.0

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