Hire the Best Financial Disclosures Professionals

🏆 Top Rated Freelancer on Upwork 🏆 60+ Successfully Completed Projects and counting Hello, I’m Ubaid Raza. I have 7+ years of experience providing financial-document processing and administrative support for businesses and individuals. 💼 What I Offer: • Financial document organization and data entry • Credit/financial report formatting and information organization • Data verification and quality checking • Document preparation and administrative support • Client information management • Research and reporting support 🛠 Tools & Platforms: • CRC (administrative/document workflows) • CDM • Microsoft Office / Google Workspace 🚀 Why Choose Me: • Fast and organized • Detail-oriented • Professional communication • Confidential handling of client information • Reliable administrative support • Experience managing high-volume workflows 📩 I’m available for ongoing administrative and financial-document processing projects. Let’s discuss your workflow and how I can help with the administrative side of your project.

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.

📈 Track Record: ✔ 100% Job Success Score - Top Rated Plus on Upwork ✔ 75+ completed engagements across the US, UK, and Australia ✔ Valuation models delivered for live acquisition decisions ✔ Due diligence reports built for multi-million dollar transactions ✔ ERISA benefit plan audits completed for a US-based CPA firm ✔ PCAOB audits completed for US-registered public companies Are you making a major financial decision - buying a business, approaching investors, or reviewing performance - without being fully confident the numbers behind it are right? That gap between surface-level numbers and financial truth is exactly where I work. After years inside Deloitte and EY, I developed something most financial professionals never sharpen: the ability to look through financial statements and find what's actually driving - or threatening - a business. Today I bring that Big 4 rigour to investors, entrepreneurs, and business owners who need real financial clarity, not just a polished report. ✅ What I Do: 📊 Business Valuation & M&A Due Diligence Full valuation models using DCF, market comparables, and asset-based approaches - built to hold up under scrutiny in real acquisition decisions. 🔍 Financial Health & Performance Reviews Deep-dive analysis of profitability, liquidity, efficiency, and risk - with a clear action plan attached. 📁 Investor-Ready Financial Packages Financial statements, projections, and KPI dashboards built to impress investors and lenders. ⚖️ Forensic & Advisory Analysis Unexplained losses, vendor payment audits, fraud risk assessments - I find what others miss. 📋 CFO Advisory & Internal Controls Finance function setup, SOPs, internal controls gap assessment, and compliance reviews. 🌍 IFRS Reporting & Cross-Border Financials IFRS vs GAAP conversions, foreign subsidiary reporting, and transfer pricing documentation. 🔧 Tools I Use: QuickBooks | Xero | MYOB | Excel | Google Sheets | CaseWare | IFRS Frameworks | Engagement Manager 🎯 Credentials: CPA | CISA | MIPA - IPA Australia | AFA - UK | Deloitte If you need a valuation, a due diligence report, a forensic review, or CFO-level financial analysis - send me a message with what you're working on. 📩 I respond within hours.

𝑼𝒑𝒘𝒐𝒓𝒌 𝑨𝒄𝒉𝒊𝒆𝒗𝒆𝒎𝒆𝒏𝒕𝒔: 🏆 Top Rated Freelancer on Upwork 🏆 522+ Upwork Hours of Trusted Client Success 🏆 Proven Upwork Track Record with 21+ Completed Projects 🏆 22 Successfully Completed Projects and counting Hello, I’m Ahsan Raza. I have 7+ years of experience providing financial-document processing and administrative support for businesses and individuals. 💼 What I Offer: • Financial document organization and data entry • Credit/financial report formatting and information organization • Data verification and quality checking • Document preparation and administrative support • Client information management • Research and reporting support 🛠 Tools & Platforms: • CRC (administrative/document workflows) • CDM • Microsoft Office / Google Workspace 🚀 Why Choose Me: • Fast and organized • Detail-oriented • Professional communication • Confidential handling of client information • Reliable administrative support • Experience managing high-volume workflows 📩 I’m available for ongoing administrative and financial-document processing projects. Let’s discuss your workflow and how I can help with the administrative side of your project. less

I am a Certified Valuation Analyst (CVA®) and private-company valuation specialist. My work is built around the purpose of the assignment—tax, litigation, partner disputes, acquisitions, retirement plans, financial reporting, strategic planning, or another defined need. I help business owners, attorneys, CPAs, investors, buyers, and lenders answer a deceptively difficult question: What is this business actually worth—and can the conclusion be defended? Over the past 15+ years, I have analyzed thousands of privately held small and midsize businesses, including complex assignments requiring judgment, financial normalization, and reconciliation of multiple valuation approaches. My principal focus is BUSINESS VALUATION. CERTIFIED BUSINESS VALUATION I am a Certified Valuation Analyst (CVA®) through NACVA, Business Certified Appraiser (BCA®), and Certified Machinery & Equipment Appraiser (CMEA®), with an M.S. in Applied Economics from Johns Hopkins University and an M.S. in Finance from George Washington University. There is no one-size-fits-all valuation report. Scope depends on the purpose, standard of value, valuation date, ownership interest, evidence, and intended user. The deliverable may be a valuation memo, calculation, or full narrative report. I prepare valuations for: 🤝 Partner Buyouts & Shareholder Disputes — buyouts, minority interests, buy-sell agreements, and disputed ownership interests. 🧾 Estate, Gift & Tax Valuation — estate tax, gift tax, IRS Fair Market Value (FMV), Revenue Ruling 59-60, ownership transfers, and tax-reporting valuations. 🏛️ ROBS, 401(k) & Retirement-Plan Valuation — ROBS employer stock, annual/termination valuations, distributions, and self-directed IRA interests. 👥 ESOP & Employee Ownership Valuation — employer-stock and employee-ownership valuation. ⚖️ Litigation & Economic Damages — litigation business valuation, lost profits, economic damages, business divorce, and personal vs. enterprise goodwill. 🏦 Acquisition, SBA & Exit Valuation — acquisition valuation, SBA 7(a), succession planning, exit planning, and transaction support. 🚀 Startup, IRC 409A & Intangible Asset Valuation — startup/pre-revenue valuation, IRC 409A, intellectual property, goodwill, and promissory notes. 📊 Financial Reporting Valuation — ASC 805 purchase price allocation, ASC 820 fair value, ASC 350 goodwill impairment, and ASC 718 stock-compensation valuation. 🚚 Machinery & Equipment Valuation — desktop appraisal of machinery, vehicles, and equipment. COMPLEX VALUATION ASSIGNMENTS I specialize in assignments requiring judgment, reconstruction, and multiple layers of analysis: 📉 Inconsistent, Declining, or Limited Profitability 🧮 Complex EBITDA, SDE & Owner-Compensation Normalization 📊 Minority & Noncontrolling Interests | DLOC & DLOM 👤 Personal vs. Enterprise Goodwill & Key-Person Risk 🔗 Related-Party Transactions & Multi-Entity Structures ⚠️ Distressed Businesses or Unusual Debt & Capital Structures 🏭 Machinery, Equipment, IP & Other Intangible Assets ⚖️ Tax & Litigation Valuations with Complex or Unclear Financials A valuation should not be a spreadsheet that produces a number. It should explain the economics, assumptions, valuation approaches, and why the conclusion is reasonable. For disputed or high-scrutiny assignments, I clearly document the evidence, adjustments, and reasoning so sophisticated readers can follow the analysis. WHAT AN UPWORK CLIENT SAID “He understands business valuation forwards and backwards…” — IRS-Compliant Business Valuation Client REAL-WORLD TRANSACTION EXPERIENCE My perspective is not purely academic. I have personally invested in, operated, acquired, and sold private businesses—and I have made and lost money doing it. That experience changed how I evaluate sustainable earnings, add-backs, working capital, capital expenditures, concentration risk, debt service, and valuation assumptions. QUALITY OF EARNINGS & M&A DUE DILIGENCE Valuation is my primary focus, but I also assist buyers and investors with: 🧮 Quality of Earnings — reconstruct sustainable EBITDA/SDE and evaluate seller adjustments. 💵 Proof of Cash — compare reported revenue with deposits and cash activity. 🔄 Working Capital — estimate normalized operating working capital and a defensible working-capital peg. 🏦 SBA & Acquisition Analysis — evaluate debt-service coverage, financing structure, seller notes, equity requirements, and acquisition risk. FIXED-FEE VALUATION ENGAGEMENTS Most valuation reports are quoted on a fixed-fee basis. After a brief scope review, I provide a defined scope, professional fee, and delivery timeline before work begins. If you need a valuation for a specific purpose—even if it is not listed above—send me the assignment, intended use, and deadline. I can recommend the appropriate valuation scope and report type.

I'm a lawyer in the D.C. Bar working with startups and growing businesses, with a specialty in financial regulation and regulatory compliance for financial firms or small companies looking for capital: • Securities law—crowdfunding, private placements, investment advisory compliance, Rule 144 restrictive legend removal letters, etc. • Consumer and commercial finance—state lending laws, Fair Lending, licensing, regulatory compliance, etc. • Contract drafting. • General regulatory research.