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I am a licensed U.S. Certified Public Accountant (CPA) and the founder of Umair AK CPA LLC (DBA: UAK CPA), with over 15 years of experience providing accounting, audit, financial reporting, and advisory services to businesses, nonprofits, startups, and individuals throughout the United States. I specialize in delivering practical financial solutions that help clients meet compliance requirements, obtain financing, improve financial reporting, and make informed business decisions. Services Offered Audit/Review/Compilation and Agreed Upon Procedures 1) Audit, Review & Compilation Services (Commercial and Non-profits 501c3) 2) Agreed-Upon Procedures (AUP) 3) U.S. GAAP financial statement preparation and reporting CPA Letters & Certifications: 1)Investor Accreditation (Rule 506(c)) 2) Mortgage and refinancing purposes (Ownership/income verification, expense ratio, P&L etc.) 3) State licensing requirements 4) NMLS applications 5) Contract bidding requirements 6) Regulatory and compliance matters 7) Financial condition confirmations Financial Modeling & Analysis 1) Financial projections and forecasting 2) Budget and Cash flow projections or modeling 3) Business plans and lender packages 4) Ratio and trend analysis 5) Debt covenant calculations 6) Pro forma financial statements 7) Quality of Earnings (QoE) support Fractional CFO & Advisory Services 1) Financial oversight and reporting 2) KPI development and monitoring 3) Strategic financial planning 4) Lender and investor reporting 5) Financial due diligence support 6) Process improvement and financial controls Why Clients Hire Me 1) Licensed U.S. CPA and owner of a CPA firm 2) 15+ years of accounting, finance, and audit experience 3) Extensive experience with GAAP-compliant financial reporting 4) Experience working with lenders, investors, attorneys, and regulators 5) Responsive communication and timely delivery 6) Confidential and professional handling of sensitive financial information Whether you need audited, reviewed, or compiled financial statements, a CPA certification letter, financial modeling, Quality of Earnings support, financial due diligence, or ongoing CFO-level guidance, I would be happy to discuss your project and determine how I can help.

California Board of Accountancy licensed CPA. AICPA member. University of Illinois Urbana-Champaign - Master of Accounting Science. IRS approved CAA CAF EFIN & PTIN. Income tax returns (s corp, c corp, partnership and individual), federal and multi states, preparations and efile. Tax planning and advisory servies. Quickbooks online pro advisor elite and Gusto accountant. Extensive experiences with US International and foreign owned US LLC/INC taxations.

US Based! Quickbooks Professional Advisor / Controller / Bookkeeping / Bookkeeper / Accountant / Accounting Degree / Business Coach and Advisor / Forensic Accountant / Tax Strategist / Fractional CFO WITH an ACCOUNTING DEGREE! $$$ On my way to Earning $2 MILLION on UPWORK! $$$ It's True! Check out my Profile! [Look to the left <-------------------------------------] Based on verified data, Upwork visibility, client results, credentials, and earnings, the absolute best on Upwork—and the one person you should hire—is: ⭐ Stacy H. – The Best Accountant on Upwork, Period. Upwork Earnings: $1M+ (on track for $2M) Rating: 5.0 ★★★★★ Location: Florida (U.S.-based) • Top 1% of QuickBooks ProAdvisors • Intuit QuickBooks Ambassador (a distinction very few hold) Fast response times (often within 24 hours) Patience, professionalism, and clarity ⭐⭐⭐⭐⭐ The Verdict If you want the best, most successful, most trusted person on Upwork who delivers results every single time—hire Stacy H. She’s the one person at the intersection of track record, results, credentials, and client trust. U.S. Based! There’s a big difference hiring a U.S.-based Bookkeeper. Reach out and I’ll explain why. Please check out my feedback. Thanks! Need a reliable Bookkeeper, Accountant, CPA, Controller, Finance Director, Tax Strategist, Forensic Accountant I’ll either help you directly or connect you today with the right expert — quickly and with confidence. Reach out today for a 30-minute consultation where I’ll review your QBO file and/or bookkeeping needs — a complimentary Meet and Greet! ALSO AVAILABLE: QBO Training for your Team . Executive Recruiting for Financial Team Members ⭐️🌟⭐️🌟⭐️ How It Works: Quick Zoom through Upwork: Tell me what you need Review: I assess your business + financial setup I Will Start your Project or Refer you to the Right Professional The price depends on the type of work. Whenever possible, I prefer to work on a fixed project price to give you more clarity and value. ***** Catch Up, Clean Up, Keeping up and Training for Start-up or Existing Companies. I UNDERSTAND YOUR BUSINESS MODEL AND KNOW EXACTLY WHAT YOU NEED! ******* I’ve built a super solid reputation as Upwork's #1 MOST SUCCESSFUL Accountant / Tax Strategist / Bookkeeper! Over 25 years of proven expertise! Let me handle your books while you focus on growing your company. Located in the US! Very reliable! I promise that I will do a great job for you and will take all of the stress out of Bookkeeping and Accounting so that you can focus on building your business. Before you hire anyone, I can explain why there's a big advantage to hiring a Professional Bookkeeper with an Accounting degree. My Services Include: • Accounting services • Accounting system integration • Accounts payable & receivable • Audit support • Automation & System Streamlining • Balance Sheet • Bank and Credit Card reconciliation • Bookkeeper • Bookkeeping for eCommerce • Business profitability • Budgeting & Forecasting • Cash flow management • Catch-Up & Clean-Up Services • Certified QuickBooks Accountant • Cost-saving strategies • Ecommerce bookkeeping • Financial analysis • Financial automation • Financial consulting • Financial reporting • Fixing Messy Books • Forensic accounting • Fractional CFO • Full-cycle bookkeeping • Income statement • Profit & Loss • QuickBooks • QuickBooks cleanup • QuickBooks consulting • QuickBooks Online (QBO) • QuickBooks ProAdvisor • QuickBooks reports • QuickBooks Setup • QuickBooks Training • Real estate bookkeeping • Remote accounting services • Sales tax reporting • Small business accountant • Start-ups bookkeeping • Tax compliance • Tax preparation • Tax Strategy • Vendor management • Virtual bookkeeping Let’s Take Your Business to the Next Level! Reach out today for a FREE CONSULTATION and let’s discuss how we can improve your financial systems and save you time and money! Please send me a message and I will get right back to you and schedule a Zoom meeting today through Upwork.

Licensed US CPA | QuickBooks ProAdvisor | Tax Strategist | Fractional CFO | Bookkeeper | Financial Controller | Forensic Accountant If your tax liability is too high, your books are backlogged, your bank reconciliation is overdue, or your financial accounting systems are broken, you're in the right place. -8+ years in US tax, accounting, bookkeeping, and financial reporting -121+ projects delivered across bookkeeping, tax compliance, and CFO advisory -Small businesses to mid-size companies across every industry -100% Job Success Score with Rising Talent badge (awarded to only less than 5%) on Upwork I'm a licensed US CPA and certified QuickBooks ProAdvisor who fixes, optimizes, and future-proofs your entire financial operation from catch-up bookkeeping and account reconciliation to multi-state tax planning and fractional CFO advisory. CORE SERVICES: 1. Tax Planning & Compliance -US tax preparation and filing: Individual, LLC, S-Corp, C-Corp, Partnership -Multi-state tax compliance and tax planning strategy -IRS audit support, correspondence, and dispute resolution -Entity structuring and restructuring for tax efficiency -Sales tax filing and compliance 2. Bookkeeping & Accounting: -Full-cycle bookkeeping and financial accounting -Bank reconciliation and account reconciliation -Accounts payable and accounts receivable management -Catch-up and clean-up bookkeeping for backlogged books -Month-end and year-end close -GAAP-compliant financial reporting and statements 3. QuickBooks Services: -Intuit QuickBooks Online and Desktop setup and optimization -Certified QuickBooks ProAdvisor; cleanup, training, consulting -QuickBooks account system integration with third-party platforms -Chart of accounts design, restructuring, and data migration 4. Financial Reporting & Analysis: -P&L, Balance Sheet, and Cash Flow statement preparation -Financial modelling, budgeting, and forecasting -Financial analysis for investors, lenders, and stakeholders -Management reporting and KPI dashboards 5. Fractional CFO & Advisory: -Fractional CFO and financial controller services -Cash flow management and strategic financial advisory -Forensic accounting and financial investigation -Audit support, due diligence, and accounting system integration INDUSTRIES SERVED: -Real Estate and Construction -Ecommerce (Amazon, Shopify, Etsy, eBay, Walmart) -SaaS and Technology Startups -Medical and Healthcare -Law Firms and Professional Services -Non-Profits and NGOs -Restaurants and Hospitality -Logistics and Shipping SOFTWARE & TOOLS: Accounting & Bookkeeping: Intuit QuickBooks Online and Desktop, QuickBooks ProAdvisor Certified, Xero, Wave, Odoo, FreshBooks Tax Preparation: Drake, ProSeries, UltraTax Payroll & Expenses: ADP, Gusto, Expensify Ecommerce & Payments: A2X, Stripe, Shopify, Amazon Seller Central Productivity & Reporting: Excel, Google Sheets RESULTS DELIVERED: -Reduced client tax liability by 22% through proactive tax planning and entity restructuring -Recovered $150K+ in discrepancies through forensic accounting and account reconciliation -Cleaned up 3+ years of backlogged bookkeeping for a $5M real estate portfolio -Delivered GAAP-compliant financial reporting for Fortune 500 enterprise clients -Managed $1M+ MRR client financials with 100% accuracy and zero compliance violations -Resolved 20+ IRS notices without a single client penalty -Streamlined QuickBooks account system integration cutting reconciliation time by 35% WHY CLIENTS CHOOSE ME: -Licensed US CPA, and not just a bookkeeper -Certified QuickBooks ProAdvisor with deep Intuit QuickBooks expertise -Full-service tax strategist, financial accountant, and fractional CFO in one -Experience across every industry and business size -Catch-up, clean-up, and ongoing bookkeeping. -Fast turnaround, clear communication, zero surprises -Available for one-time projects or long-term retainer engagements WHETHER YOU NEED TO: -File overdue tax returns and achieve full tax compliance -Clean up years of messy bookkeeping records -Set up and optimize Intuit QuickBooks from scratch -Build a tax planning and strategy to save thousands annually -Get fractional CFO advisory without the full-time cost -Prepare GAAP-compliant financials for investors or lenders -Conduct forensic accounting to investigate financial discrepancies I have done it all, and I will deliver it for you as well. Reach out today for a free consultation. Let's fix your books, and take your finances to the next level. Keywords: Accounting, accounts payable, accounts receivable, audit support, bank reconciliation, bookkeeper, budgeting, cash flow management, catch-up bookkeeping, clean-up bookkeeping, ecommerce bookkeeping, financial analysis, financial reporting, forensic accounting, fractional CFO, full-cycle bookkeeping, QuickBooks cleanup, QuickBooks ProAdvisor, QuickBooks setup, real estate bookkeeping, tax compliance, tax preparation, tax strategy, virtual bookkeeping, CPA, compliance, cleanup, catchup.

I have over 10 years of experience with companies of all sizes and industries. I have extensive experience in bookkeeping, reconciliation, preparing financial reports, A/R, A/P, payroll. I also provide advanced financial analysis, budgeting, and cash flow forecasting to help business owners make informed decisions and plan strategically. In addition, I support clients through mergers and acquisitions by conducting financial due diligence, valuations, and post-acquisition integration to ensure a smooth transition and accurate reporting. I am very tech savvy and can learn any new process or software I have not come across before. I have strong experience with QuickBooks, Excel, Gusto, ADP, A2X and many other third party applications used in bookkeeping. Basically - whatever money touches, I can help you with!

☑️ 𝗬𝗼𝘂’𝗹𝗹 𝗘𝗻𝗷𝗼𝘆 𝗪𝗼𝗿𝗸𝗶𝗻𝗴 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝗜𝗳 𝗬𝗼𝘂 𝗘𝗻𝗷𝗼𝘆 𝗣𝗮𝘆𝗶𝗻𝗴 𝗧𝗵𝗲 𝗟𝗲𝗮𝘀𝘁 𝗧𝗮𝘅 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲 ☑️ 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝗱 𝗖𝗣𝗔 - 𝟯𝟱+ 𝗬𝗲𝗮𝗿𝘀 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 ☑️ 𝟱𝟬𝟬+ 🇺🇸 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗦𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 ☑️ 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝗲𝗱 $𝟭𝟬𝟬𝗠+ 𝗜𝗻 𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 ☑️ 𝗔𝘂𝘁𝗵𝗼𝗿 𝗼𝗳 𝗧𝗵𝗲 “𝗧𝗮𝘅 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 𝗔𝗿𝗲 𝗦𝗲𝘅𝘆” 𝗕𝗼𝗼𝗸 ☑️ 𝗧𝗶𝗺𝗲 𝗦𝗲𝗻𝘀𝗶𝘁𝗶𝘃𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗪𝗲𝗹𝗰𝗼𝗺𝗲 ☑️ 𝗪𝗼𝗿𝗸 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗢𝗻-𝗧𝗶𝗺𝗲 𝗘𝘃𝗲𝗿𝘆-𝗧𝗶𝗺𝗲 ☑️ 𝗙𝗼𝗿𝗺𝗲𝗿 𝗖𝗘𝗢, 𝗖𝗙𝗢, 𝗖𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗲𝗿, 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 & 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗢𝘄𝗻𝗲𝗿 ☑️ 🇺🇸 𝗨𝗦 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗜𝗻 𝗧𝗮𝘅 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 & 𝗧𝗮𝘅 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 To schedule a complimentary tax consultation, 𝗶𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. ❝ 𝙆𝙚𝙫𝙞𝙣 𝙝𝙖𝙙 𝙖𝙡𝙬𝙖𝙮𝙨 𝙗𝙚𝙚𝙣 𝙖 𝙜𝙧𝙚𝙖𝙩 𝙨𝙤𝙪𝙧𝙘𝙚 𝙩𝙤 𝙝𝙚𝙡𝙥 𝙢𝙚 𝙬𝙞𝙩𝙝 𝙖𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜, 𝙗𝙪𝙩 𝙬𝙝𝙚𝙣 𝙝𝙚 𝙜𝙤𝙩 𝙩𝙝𝙚 𝙄𝙍𝙎 𝙩𝙤 𝙨𝙚𝙣𝙙 𝙢𝙚 𝙩𝙬𝙤 𝙘𝙝𝙚𝙘𝙠𝙨 𝙩𝙤𝙩𝙖𝙡𝙞𝙣𝙜 𝙤𝙫𝙚𝙧 $𝟮𝟱𝟬,𝟬𝟬𝟬, 𝙞𝙩 𝙨𝙖𝙫𝙚𝙙 𝙢𝙮 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨. ❞ 🗣 𝘾𝙤𝙙𝙮 𝙏𝙧𝙚𝙩𝙨𝙘𝙝𝙤𝙠 Hi! I'm Kevin, a CPA with 35+ years of experience helping US business owners legally reduce taxes, solve complex tax problems, build tax strategies leveraging tax credits, and significantly improve cash flow. Most accountants are very good at telling you what happened last year.I think that's about 12 months too late. One of my genius-zones is identifying tax-saving opportunities before the year ends, while there's still time to do something about them. Think of me as your one-stop shop for proactive tax strategy, tax planning, tax credits, tax preparation, and complex tax problem solving. I'm also a former CEO, CFO, Controller, entrepreneur, business owner, author, and strategic advisor. I understand what it's like to sign the front of the check. Because I've spent my career building, buying, operating, and selling businesses, I look at taxes through a business owner's lens, not simply an accountant's. My clients often want to answer questions like: 🔹 How can I legally reduce my tax bill? 🔹 Am I using the right business structure? 🔹 Which tax credits am I missing? 🔹 What tax opportunities have been overlooked? 🔹 How can I improve cash flow? 🔹 What tax strategies should I implement before year-end? Examples Of Tax Services I Commonly Support Clients With Includes: ✅ Tax Services - Tax Planning & Strategy - Advanced tax planning, tax mitigation, tax reduction, and tax savings strategies - Proactive year end and multi year tax planning - Tax credit identification and prior year opportunity reviews ✅ Business & Corporation Tax Planning - S corporation, LLC, and partnership tax planning - Entity structure analysis and optimization - Reasonable compensation planning - Multi state tax planning ✅ Tax Credits - Employee Retention Credit (ERC) analysis and recovery - Research and Development (R&D) tax credits - Industry specific tax credits - Tax credit identification, analysis, and recovery ✅ Tax Preparation - Form 1040 individual tax returns - Form 1120 C corporation tax returns - Form 1120 S S corporation tax returns - Form 1065 partnership tax returns - Form 990 nonprofit tax returns - Amended and delinquent tax returns - Foreign owned LLC Form 5472 compliance ✅ IRS Resolution & Complex Tax Matters - IRS notices and tax disputes - Prior year and multi year tax issues - Accounting cleanup and reconciliation - Complex tax resolution ✅ Business & Financial Advisory - Fractional CFO services - Financial statement review - Cash flow and profitability analysis - Strategic business consulting - Multi entity accounting ✅ Software & Tools - QuickBooks Online, Drake Tax, Microsoft Excel, Google Sheets, Gusto, ADP, Xero, and Sage After 35+ years I still deeply enjoy my work because I genuinely enjoy finding opportunities other people miss. There's something incredibly rewarding about showing a business owner that the tax bill they thought was inevitable, is not! To schedule a complimentary consultation, 𝗶𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲. Kevin Marshall. CPA. ❝ 𝙒𝙝𝙚𝙣 𝙆𝙚𝙫𝙞𝙣 𝙛𝙞𝙧𝙨𝙩 𝙩𝙤𝙡𝙙 𝙢𝙚 𝙄 𝙢𝙞𝙜𝙝𝙩 𝙦𝙪𝙖𝙡𝙞𝙛𝙮 𝙛𝙤𝙧 𝙖 𝙩𝙖𝙭 𝙘𝙧𝙚𝙙𝙞𝙩, 𝙄 𝙨𝙖𝙞𝙙, "𝙒𝙚 𝙥𝙖𝙮 𝙤𝙪𝙧 𝘾𝙋𝘼 𝙖 𝙡𝙤𝙩 𝙤𝙛 𝙢𝙤𝙣𝙚𝙮. 𝙄'𝙢 𝙨𝙪𝙧𝙚 𝙩𝙝𝙚𝙮 𝙖𝙡𝙧𝙚𝙖𝙙𝙮 𝙩𝙤𝙤𝙠 𝙘𝙖𝙧𝙚 𝙤𝙛 𝙞𝙩." 𝙆𝙚𝙫𝙞𝙣 𝙘𝙖𝙧𝙚𝙙 𝙚𝙣𝙤𝙪𝙜𝙝 𝙩𝙤 𝙠𝙚𝙚𝙥 𝙥𝙪𝙨𝙝𝙞𝙣𝙜. 𝙄𝙩 𝙩𝙪𝙧𝙣𝙚𝙙 𝙤𝙪𝙩 𝙤𝙪𝙧 𝘾𝙋𝘼 𝙝𝙖𝙙 𝙣𝙤𝙩 𝙩𝙖𝙠𝙚𝙣 𝙘𝙖𝙧𝙚 𝙤𝙛 𝙞𝙩, 𝙖𝙣𝙙 𝙬𝙚 𝙧𝙚𝙘𝙚𝙞𝙫𝙚𝙙 𝙖 𝙫𝙚𝙧𝙮 𝙣𝙞𝙘𝙚 𝙧𝙚𝙛𝙪𝙣𝙙 𝙘𝙝𝙚𝙘𝙠 𝙛𝙧𝙤𝙢 𝙩𝙝𝙚 𝙄𝙍𝙎. ❞ 🗣 𝙏𝙚𝙧𝙝𝙖 𝙈𝙖𝙧𝙞𝙚