CPA Needed: Cost-Effective Quality of Earnings (QoE) Reports ($500k - $5M)

Posted 3 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

OVERVIEW We are an active buy-side group seeking an experienced, cost-effective CPA to conduct Quality of Earnings (QoE) analyses and reports for small to lower-middle market business acquisitions. Our typical target transactions range in deal size from $500,000 to $5,000,000. Because we work with smaller transactions, we need high-quality, institutional-grade due diligence but at affordable rates. This is an ongoing opportunity--as we continue to source and evaluate deals, we want a reliable go-to partner we can engage on a project-by-project basis. SCOPE OF WORK For each acquisition target, you will be responsible for: 1. Financial Analysis: Review historical financial statements (P&L, Balance Sheets, General Ledgers) and Tax Returns. 2. EBITDA Normalization: Identify and substantiate owner add-backs, non-recurring expenses, and calculate true normalized EBITDA. 3. Working Capital Review: Analyze working capital trends and recommend a target working capital peg for transaction documentation. 4. Risk & Revenue Quality Analysis: Assess customer concentration, key revenue drivers, margins, and highlight any balance sheet red flags. 5. Deliverables: Provide a concise, highly detailed, and professional QoE report outlining your findings, risk assessments, and executive summary. REQUIREMENTS 1. Credentials: Active CPA license with extensive experience in Transaction Advisory Services (TAS), M&A due diligence, or forensic accounting. 2. Deal Size Experience: Proven track record conducting QoE reviews specifically for transactions in the $500k to $5M range (micro-cap / lower-middle market). 3. Cost-Effective & Flexible: Ability to deliver rigorous, institutional-level diligence reports at price points that make sense for smaller transaction values. 4. Professional Turnaround: Highly responsive, dependable, and capable of working within typical transaction exclusivity timelines.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $100.00

    -

    $150.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Accounting
Financial Analysis
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:yesterday
  • Interviewing:
    8
  • Invites sent:
    115
  • Unanswered invites:
    62
About the client
Member since Nov 3, 2017
  • United States
    Cincinnati6:03 PM
  • $57K total spent
    54 hires, 7 active
  • 1,271 hours
  • Individual client

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