Hire the Best Financial Forecasting Specialists in Louisiana

Professional Summary An experienced, organized, and detail-oriented finance and accounting professional with strong knowledge in reviewing and recording accounting transactions, preparing reports, and excellent analytical skills. A self-directed, effective communicator with good judgment and strong organizational skills. Proficient with Microsoft Excel and skilled with Microsoft Word and PowerPoint.

⭐ Licensed US CPA | Audit & Reviewed Financial Statements | Sign CPA Letters | Compliance & Advisory I’m a Licensed U.S. Certified Public Accountant (CPA) with 5+ years of experience helping businesses, startups, nonprofits, and professionals prepare accurate, professional, and decision-ready financial documentation. Whether you’re working with a lender, investor, regulator, or other third party, I help you present your financial position clearly and professionally with documentation designed to meet the specific requirements of the engagement. Core US CPA Services • CPA-Reviewed Financial Statements (SSARS) • Compilation Engagements (CPA-prepared reports) • GAAP-Compliant Financial Statements (Balance Sheet, P&L, Cash Flow) • Audit Support & Agreed-Upon Procedures (SSAE) • CPA Letters (Mortgage, Income, Business Verification, Investor Accreditation) • Financial Statements for Lenders, Investors & Due Diligence • Net Worth & Personal Financial Statements • Financial Documentation for Compliance & Third-Party Requests Additional Services • Financial Projections & Forecasting • Cash Flow Modeling • Budgeting & Business Plans for Funding • Ratio & Financial Analysis • Pro Forma Financial Statements • Quality of Earnings (QoE) Support • Debt Covenant Calculations • Financial Due Diligence Support • Fractional CFO Support — Reporting, KPIs & Financial Planning • Investor & Lender Reporting • Financial Reporting Process Improvement All work is performed in accordance with applicable U.S. professional standards, ensuring your financials are **accurate, defensible, and ready for review Who I Work With Startups, small businesses, nonprofits, and independent professionals who need reliable financial documentation for financing, compliance, reporting, and growth Why Clients Choose Me • Licensed U.S. CPA with real-world experience • Strong GAAP financial reporting expertise • Proven work with lenders, investors, and third parties • Clear communication and dependable turnaround • Strict confidentiality with sensitive financial data Have a specific financial reporting, lender, investor, or compliance requirement? Send me the details of your project, and I’ll help you determine the appropriate scope, documentation, and next steps.

I am a Power BI consultant and data visualization specialist with over five years of experience supporting organizations across the entire data lifecycle. My work spans data infrastructure setup, Excel and operational reporting, data modeling, and Power BI implementation, with a focus on clarity, trust, and decision support. With a background in finance and computer information systems, I understand both where data comes from and how it is used. I regularly work with messy spreadsheets, inconsistent source systems, and unclear definitions, then turn them into reliable reporting environments that leadership and teams can depend on. I bridge the gap between technical implementation and business reality. That means building data foundations that scale, dashboards that make sense to non technical users, and reporting that reflects how people and processes actually operate.