Financial Compilation & Lender Pack Creation

@AccountantArman

Hello Sir, I will compile FY2025 financial statements under ISRS 4410, including a professional Compilation Report. The deliverable will include a bank-ready lender pack with P&L, Balance Sheet, Cash Flow, and a clear cover note to meet lending requirements. I ensure compliance, accuracy, and timely delivery, with a draft ready within 5 business days. Let me know if you’d like me to start immediately. Regards Arman kakar

@Zakwan555

Hi, I am an experienced certified Cost And Management Accountant (ACMA) and Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Thanks & Regards. Zakwan

@professorxwriter

Hello, I have thoroughly reviewed your project requirements for compiling FY2025 financials and creating a lender pack. As a qualified accountant with expertise in Accounting, Financial Modeling, Budgeting, and Forecasting, I am well-equipped to handle this task efficiently. I will meticulously rebuild the financials from the available records, reconcile them with the IRD filings and GST returns, and deliver comprehensive statements along with a concise lender pack. My experience in producing bank-ready compilations and working with NZ financial regulations ensures a high standard of work. I am committed to effective communication and timely delivery throughout the project to ensure your satisfaction. I look forward to the opportunity to collaborate on this project. Best regards.

@HiraMahmood4072

Hi, I hope you're doing well. I understand you're looking for Financial Compilation & Lender Pack Creation I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Accounting, Finance, Bookkeeping, Tax Compliance, Financial Modeling, Budgeting and Forecasting, Tax Preparation .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you

@mehranriaz0

Greetings, I see that you're looking for a qualified NZ accountant to compile your FY2025 financials and create a lender pack for refinancing. This involves not just pulling together the required documents but also ensuring everything reconciles properly with the IRD filings and GST returns. I would carefully analyze the records you provide, making necessary adjustments and disclosures, to deliver clear and accurate financial statements along with a concise lender pack. With my CAANZ/CPA qualifications and experience in preparing financial compilations, I can assure you of a thorough approach to meet your requirements. I understand the importance of presenting clean, bank-ready documentation, and I’m confident in my ability to deliver this within your timeline. Best regards, Mehran Riaz

@faryacal

Hello I would like to assist you with the preparation and filing of your FY2025 IR3 returns and the compilation of your financial statements in accordance with NZ standards. As a highly experienced professional writer specializing in financial and business documentation, I ensure that every deliverable is precise, compliant, and clearly presented. I will prepare the IR3s aligned with IR10/GST requirements, and compile financials under ISRS 4410 with a professional compilation report. My focus will be on accuracy, clarity, and ensuring the documents are fully compliant with NZ regulations. Additionally, I will draft a polished, bank-ready lender pack including the Profit & Loss Statement, Balance Sheet, Cash Flow Statement, and a concise cover note. With strong attention to detail and a track record of meeting tight deadlines, I will provide you with a draft within five business days, ensuring all requirements are met for both compliance and lender acceptance. Best regards, Farya

@swatijain5558

Dear Enrique G., I am a NZ-qualified accountant (CAANZ/CPA) with extensive experience in compiling financial statements and lender packs for refinance/top-up purposes. I am well-equipped to rebuild from available records, reconcile to IRD filings and GST, and deliver clean statements and a concise lender pack within the specified timeframe. I am confident in my ability to provide you with a high-quality draft that meets your requirements. Thank you for considering my proposal. Regards, swatijain5558

@monicawriter99

Hello, I'm excited about the opportunity to assist with your Financial Compilation & Lender Pack Creation! As a NZ-qualified CA/CPA, I have extensive experience in preparing and filing IR3s, ensuring compliance with IR10/GST for both directors. Moreover, I specialize in compiling financial statements under ISRS 4410, and I will ensure that your FY2025 financials are not only accurate but also compliant with the required standards. I understand the importance of delivering a bank-acceptable lender pack, including the P&L, Balance Sheet, Cash-flow statement, and a comprehensive cover note. I am committed to completing the draft within 5 business days, adhering to your timeline. I look forward to the opportunity to collaborate and ensure your financial documentation meets all necessary criteria. Thanks, Monicah

@bilal0004

Hello, I am excited to apply for the Financial Compilation & Lender Pack Creation project. As a NZ-qualified CAANZ/CPA accountant with extensive experience in preparing financial compilations, I am well-equipped to deliver a bank-ready compilation for your refinance/top-up needs. I will meticulously rebuild the financials from the provided records and ensure reconciliation with IRD filings for FY2025, including the IR10 2024, IR3 2024, and IR3 2025, as well as the GST returns. You can expect clean statements, a concise lender pack, and detailed adjustments/disclosures based on my analysis. I understand the importance of delivering in 5 business days and will adhere to this timeline while ensuring accuracy and quality in the Compilation Report, Balance Sheet, P&L, and Cash-Flow statements. Thanks, Bilal

@Zuhaibrafi

Hi, I am a Qualified Chartered Accountant with 4 years of professional experience as an Audit Associate, Financial Analyst, and Taxation Specialist (US & UK etc). My background includes extensive work in financial reporting, reconciliations, journal entries, tax compliance, and audit support. I bring advanced Excel expertise (complex formulas, pivot tables, dashboards, data analysis, and VBA automation) which I have applied to streamline reporting and enhance decision-making. Additionally, I am proficient in QuickBooks Online, Xero, Sage, and ERP systems, giving me the flexibility to adapt to your accounting environment seamlessly. May I ask a few details about your project—such as the principal activity of your business, specific reporting requirements, and your expected start timeline? With my combination of technical accounting knowledge, taxation expertise, and strong Excel/ERP skills, I can deliver accurate, timely, and efficient financial solutions to support your goals. Regards, Zuhaib rafi

@apexd2

I am a perfect fit for your project as a NZ-qualified accountant (CAANZ) with extensive experience in compiling financials and lender packs. I understand the urgency of delivering a clean, professional, and bank-ready compilation in just 5 days. While new to freelancer, I have vast experience off-site. My expertise lies in reconciliations, adjustments, and producing concise lender packs that meet the highest standards. I would love to chat more about your project! Regards, Johan De Villiers

@jay8mac

If you not happy you do not pay. I understand you need a NZ-qualified CA/CPA to prepare IR3s, compile FY2025 financials (ISRS 4410), and create a bank-ready lender pack within 5 business days. My accounting expertise and experience with financial reporting meet these requirements. I have relevant experience. I would love to chat more about your project! Regards, Jason McLachlan