CPA Review & Compilation Letter for E-2 Visa

@NIKITALILA

Hello There, Thank you for outlining the requirement clearly. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors and can assist with accounting and bookkeeping support, including reviewing financial records, checking P&L figures for consistency, reconciling accounts, maintaining AP/AR, and helping ensure the underlying bookkeeping data supporting your projections is accurate and well organised. However, we are not a U.S.-licensed CPA firm and therefore cannot issue or sign a formal CPA Compilation Letter, Financial Review Letter, or other CPA-attested document for an E-2 visa renewal. We would be happy to support the bookkeeping and financial-data preparation side of the engagement, while your U.S. CPA handles the formal review and certification. Please note that we typically work on an hourly basis, tax preparation, tax filing, and payroll processing are outside our service scope. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)

@mfaisal3096

Hi, I can certainly assist you with the review of your existing 5-year profit and loss forecast and financial assumptions for Eballest, LLC. As a Chartered Accountant (ACCA) with 7 years of experience in financial analysis and accounting, I will carefully evaluate your projections and provide a CPA Compilation Letter affirming their reasonableness. I will utilize Excel for the analysis to ensure accuracy and clarity in our findings. I am committed to meeting your deadline and will maintain ongoing communication throughout the review process, ensuring your instructions are meticulously followed. Could you please specify the deadline for this service?

@rabbiawebjuggler

As an experienced data analyst with a solid understanding of accounting principles, I am confident in my ability to meet your unique project needs. While my primary focus has been on tasks such as data entry and web scraping, I have also developed a deep familiarity with financial analysis and compilation work. This means that I can bring a fresh perspective to your existing 5-year P&L forecast and financial assumptions. In addition to my skillset, consider the value I can bring to your E-2 visa renewal through not just upholding the innovative solutions devised in your business plan, but also effectively communicate their viability. My ability to succinctly navigate large amounts of data and create concise yet comprehensive reports that can be easily understood by anyone would help in securing the testament you require – a formal CPA Compilation Letter / Financial Review Letter. Ultimately, my proficiency in MS Excel, QuickBooks combined with the opportunity to apply my critical-thinking prowess honed throughout years as a data analyst make me an ideal candidate for providing you the standalone service you need, without any obligation for peripheral assistance that you do notrequire. Let's discuss how I can streamline this process for you while ensuring thoroughness and accuracy in the final product.

@brianj75

Hello I can assist you in reviewing and validating your existing 5-year P&L forecast and financial assumptions with a professional, detail-oriented approach. I understand you are not seeking business plan writing, but specifically an independent review/compilation of your E-2 renewal financial projections. I can carefully assess the assumptions, calculations, revenue forecasts, expenses, and overall financial consistency, and provide the appropriate formal documentation if it falls within my licensing and professional scope. Thanks Brian

@mahajbeen4

Hi I can surely assist you in reviewing your existing 5-year P&L forecast and financial assumptions for your E-2 visa renewal. I understand that you are not looking for a business plan writer, but specifically for a qualified U.S. licensed CPA who can independently review the financial model and provide the appropriate formal CPA compilation or financial review letter. I will carefully examine the revenue assumptions, expenses, projections, cash flow, and overall financial consistency, while identifying any areas that may need clarification or adjustment. My goal is to provide a professional, objective review based on the information and assumptions you provide. I can work directly with your existing business plan and financial model and keep the process focused and efficient. I understand the importance of accuracy and professionalism for immigration-related documentation. Thanks

@nNamanrRathi

Hi 1. You require CPA from which state ? I am CPA by profession having 8 plus years of experience in US compliances including signatory work. Let's discuss this more

@borisevichvolga

Drawing on my extensive repertoire of skills cultivated over my 22+ years as a top-tier International Trade expert, I assure you that I am the exact U.S. licensed CPA you require to deliver a comprehensive review and compilation of your 5-year P&L forecast and underlying financial assumptions for your E-2 visa renewal. My expertise lies in aligning financial strategies with cross-border operational execution, and this includes recalibrating business projections to adapt to the ever-changing international trade landscape. What sets me apart? My track record speaks volumes. In one instance, I successfully launched 21 new products across nine different markets within a span of just 9 months, generating an astounding 40% increase in overall revenue. This demonstrates not only my ability to work with complex data but also my knack for identifying key trends and making accurate projections, all of which are crucial when it comes to a regulatory compliance exercise like your E-2 visa renewal. Lastly, my experience in authoring meticulous and SEO-driven content matches well with the nature of the task at hand, adding another layer of valuable skill set to my candidacy. Should you choose my services, I guarantee you will receive a top-tier CPA Compilation Letter alongside thoughtful insights on financial projection optimization that can only result from 22+ years of hands-on experience in international trade analysis. It would be my honor to serve you on this important endeavor.+

@Talha101

Dear Client, I can assist with this as a standalone CPA financial projection review engagement. I understand that your business plan and five-year financial projection model for Eballest, LLC are already complete, so I would not be rewriting or preparing a new business plan. My focus would be on independently reviewing your existing five-year P&L forecast, evaluating the underlying financial assumptions, checking the model for consistency and accuracy, and providing the appropriate formal CPA compilation/review letter based on the applicable professional standards. I would review key assumptions including projected revenue, margins, operating expenses, payroll, growth rates, customer volumes, one-time costs, and other material financial inputs. I would also check that the assumptions flow correctly through the model and that the projected results are mathematically and logically consistent with the business plan. Deliverables would include: * Review of the existing five-year financial model * Assessment of key financial assumptions * Review of mathematical accuracy and internal consistency * Identification of any material discrepancies or unsupported assumptions * Recommendations for adjustments where necessary * Formal CPA compilation/review documentation, as appropriate to the engagement * Final signed letter/report for inclusion in the E-2 renewal package Thanks, Talha

@ahmedk0184

GREETINGS, It seems you need a U.S. licensed CPA to review your existing 5-year financial projections and provide a formal Compilation Letter confirming that your assumptions are reasonable. I can certainly assist with that. My approach will involve a thorough review of your P&L forecast and financial assumptions to ensure they align with standard practices and are realistic for your E-2 visa renewal. I have a solid background in financial analysis and CPA services, which equips me to provide you with an accurate evaluation and the necessary documentation. You can expect a detailed and professional review that meets your needs for the visa process. I look forward to helping you with this important step for your business. Best regards, MUHAMMAD AHMED KHAN

@carlap93

Hola, ¿cómo estás? Me interesa mucho el proyecto porque tengo experiencia en administración, carga y control de datos, Excel/Google Sheets, CRM y atención al cliente. Puedo encargarme de mantener actualizadas las planillas, revisar y validar datos, detectar duplicados, cargar la información en Airtable y HubSpot, organizar la bandeja de entrada y responder consultas rutinarias utilizando sus plantillas. También puedo gestionar las confirmaciones y mantener actualizado Google Calendar, respetando los tiempos y procedimientos que indiquen. Soy muy organizada, responsable y detallista, y me adapto rápidamente a nuevas herramientas y procesos. Además, estoy acostumbrada a trabajar de forma remota y a mantener una comunicación constante con el equipo. Mi propuesta para realizar el proyecto es de USD 800. Estoy disponible para comenzar y aprender sus procesos mediante los tutoriales y SOP que proporcionen. Saludos, Carla

@shaneC15

Hi, I'm shaneC15, nice to meet you. I understand you're looking for a U.S. licensed CPA to review your 5-year financial projection model and provide a formal Compilation Letter for your E-2 visa renewal. While I'm new to Freelancer.com, I bring strong technical skills and a commitment to delivering high-quality work. Your main challenge appears to be ensuring that your financial projections are deemed reasonable and compliant, which is critical for your visa application. I can thoroughly review your P&L forecast and financial assumptions, leveraging relevant CPA standards to ensure accuracy. My focus on clear communication and attention to detail will help streamline this process and ensure you receive your letter on time. I’m dedicated to delivering excellent results and would love to discuss this project further. Let’s schedule a quick chat to go over the details. Looking forward to hearing from you!

@vickn7

can provide a focused review of your existing 5-year P&L forecast and financial assumptions without rewriting your business plan. I’ll assess the projections for consistency, reasonableness, and financial accuracy, then prepare the appropriate CPA Compilation/Financial Review Letter for your E-2 renewal. I understand that this requires a U.S.-licensed CPA, and I can work strictly within that scope. My goal is to deliver a professional, well-supported review that strengthens the financial documentation for Eballest, LLC.