US CPA for SEC Reg CF Financial REVIEW (US GAAP) - Potential for Future Audit

Posted 4 weeks ago

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

Summary

Description: We are launching a Regulation Crowdfunding (Reg CF) raise on Republic for an initial tranche of $600K. To comply with SEC rules, we require an Independent Accountant's Review Report of our financial statements in accordance with US GAAP and AICPA SSARS standards. We plan to scale our raise past $1.235M in the future, meaning we will eventually need to upgrade these to Audited financials. We are looking for a CPA partner who can handle the Review now and the Audit later. Scope of Work: 1. Conduct a Financial Review of our [1 or 2] years of financial statements (Balance Sheet, Income Statement, Statement of Cash Flows, Statement of Stockholders' Equity, and related Notes). Note - we have almost no financial activity for either year. 2. Issue an Independent Accountant's Review Report (providing negative assurance). 3. Ensure all formatting, footnotes, and disclosures meet SEC Reg CF requirements. Requirements to Apply: You must be an actively licensed US CPA. You must be independent of our company (you have not acted as our bookkeeper/accountant). You must be enrolled in the AICPA Peer Review program. You must be qualified and willing to perform a full Audit on these financials in the future if our raise exceeds $1.235M. Prior experience with Reg CF on portals like Republic, Wefunder, or StartEngine is highly preferred. *** Please start your proposal with "GAAP REVIEW" so I know you have read these requirements. Please include your CPA license number and confirm your ability to do a full audit down the road. Thanks, hhk

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $46.00

    -

    $160.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
CPA
GAAP
Financial Audit
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:3 days ago
  • Hires:
    1
  • Interviewing:
    6
  • Invites sent:
    13
  • Unanswered invites:
    4
About the client
Member since Feb 15, 2008
  • United States
    Marina Del Rey3:13 AM
  • $731K total spent
    160 hires, 21 active
  • 9,885 hours

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