Hire the Best Pro Forma Statements Professionals

Chartered Management Accountant (CMA) & Public Finance Accountant (PFA) with 300+ completed projects, helping startups and established companies with Financial Modeling, Business Plans, Pitch Decks, Bookkeeping, M&A, Valuation, FP&A, and Financial Reporting. I work with startup founders, growing businesses, established companies, accounting firms, and PE/VC investors who need reliable financial analysis and decision-ready deliverables. My core services include: ◆ FINANCIAL MODELING & FP&A 3-statement financial models, 3–5 year forecasts, budgeting, cash flow forecasting, scenario and sensitivity analysis, unit economics, KPI dashboards, break-even analysis, and investor-ready financial projections. ◆ BUSINESS PLANS & PITCH DECKS Investor-ready business plans, feasibility studies, market and financial analysis, fundraising materials, pitch decks, financial narratives, and investor presentations. ◆ BOOKKEEPING, ACCOUNTING & TAX SUPPORT Bookkeeping cleanup, reconciliations, financial reporting, management accounts, P&L and balance sheet analysis, cash flow reporting, tax workpapers, supporting schedules, and tax-ready financial information. ◆ M&A, VALUATION & DUE DILIGENCE DCF valuation, comparable-company analysis, precedent transactions, M&A financial modeling, acquisition analysis, ownership succession, exit planning, cap tables, scenario analysis, due diligence, and transaction support. Selected experience includes: • M&A financial analysis for a U.S. law firm supporting ownership succession and exit-planning engagements • SaaS business valuation for Series A financing using multiple valuation approaches • Hardware + SaaS financial modeling covering revenue, cash flow, unit economics, scenarios, EBITDA, and dashboards • Investor-ready business plans, pitch decks, and financial projections • Feasibility and investment studies across multiple sectors • Bookkeeping cleanup and management financial reporting Industry experience includes SaaS, AI, Fintech, E-commerce, FMCG, Construction, Hospitality, Energy, and Professional Services. What clients value in my work: ✓ Clear and transparent financial models ✓ Strong Excel and financial analysis skills ✓ Investor-ready deliverables ✓ Detail-oriented execution ✓ Responsive communication ✓ Ability to translate complex financial information into practical business decisions Whether you need a startup financial model, business plan, investor pitch deck, bookkeeping support, business valuation, M&A analysis, or ongoing FP&A support, I can help turn your financial information into clear, actionable insights and decision-ready deliverables.

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 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.

Financial modeling and valuation for founders who need investor-ready numbers. I build 3-statement models, financial projections, and pitch deck financials that survive due diligence — not spreadsheets that break the first time someone changes an assumption. Over the past 5 years I've built financial models for startups raising pre-seed through Series A, e-commerce and SaaS businesses that needed to understand their unit economics, agencies tracking cash against a pipeline, and real estate sponsors underwriting deals. Every model I deliver is fully linked, driver-based, and documented well enough that you can defend any number in it on a live investor call. WHAT I BUILD • 3-statement financial models — integrated P&L, balance sheet and cash flow, monthly detail with annual roll-ups • Startup fundraising models — pre-seed to Series A projections, cap table and SAFE/convertible note modeling, runway and burn analysis • Business valuation — DCF, comparable company and precedent transaction analysis with a defensible WACC build-up • Pitch deck financials — the financial slides investors actually interrogate, tied directly to the model behind them • SaaS & e-commerce unit economics — MRR, churn, cohorts, CAC, LTV, contribution margin by channel • Real estate & project finance — development pro formas, debt schedules, equity waterfalls, IRR and equity multiple • Scenario & sensitivity analysis — base, upside and downside cases on clean data tables, so you answer "what if" in the meeting instead of after it • Budgets, rolling forecasts & KPI dashboards — monthly reporting packs with variance analysis TOOLS Advanced Excel (Power Query, dynamic arrays, data tables), Google Sheets, Power BI, QuickBooks Online, Xero, PowerPoint. CREDENTIALS CFA Level II Candidate, ACCA Part Qualified, and Bachelor's in Accounting and Finance. I build to corporate finance standards: no hardcoded numbers buried in formulas, colour-coded inputs, a single documented assumptions sheet, and a model any other analyst can pick up and follow. HOW I WORK 1. A short call or written brief, so I understand the business and not just the spreadsheet 2. An assumptions sheet sent for your sign-off before I build anything 3. Draft model delivered with a walkthrough video 4. Two rounds of revisions included 5. You receive the working file — unlocked, unprotected, fully editable, and yours to keep I reply within an hour during 9 AM to 12 AM EST , and I'll tell you straight if your project isn't a fit for me. If you're raising, budgeting, or trying to work out where the cash actually goes — send me a message describing what you're working on. I'll reply with exactly what I'd build, what it costs, and how long it takes.

Recently launched on Upwork after 12+ years as a CPA supporting businesses with financial reporting, system improvements, and strategic financial insight. I help business owners understand their numbers so they can make better decisions and grow with confidence. I’m a Canadian CPA, CA with 12+ years of experience supporting companies with financial reporting, forecasting, and strategic finance. My work focuses on turning financial data into clear, actionable insights that leadership teams can use to make confident business decisions. I regularly support businesses with: • Financial statements and management reporting • Cash flow forecasting and financial modelling • Cleanup and oversight of accounting systems • Strategic finance and fractional CFO support I’ve worked with organizations across professional services, startups, and growing SMEs, helping founders and leadership teams translate financial results into clear operational decisions and long-term strategy.

Seamless Finance & Accounting Support – Powered by a Husband-Wife Duo NOT AN AGENCY. We are a husband-wife duo with over 20 years of combined experience in Accounting, Finance, Audit, and Banking. After more than a decade EACH in full-time corporate roles across leading Indian sectors, we transitioned into freelancing in 2021 to offer our clients a well-rounded and highly collaborative service in the financial domain. We're not an agency, just two professionals working in perfect sync to deliver high-quality, reliable, and personalized support. Who We Are Her Expertise - Chartered Accountant, India (equivalent to CPA/ACCA) - Handles Bookkeeping, Reconciliations & Financial Statements - Proficient in Xero, QuickBooks Online (QBO), MYOB, and SAGE - Strong eye for detail, compliance, and accuracy His Expertise - CFA (ICFA), MBA in Banking & Finance, CFA US Level 3 Candidate - Specializes in Financial Modelling, Equity Research, Valuation, Pitch Decks, Presentations, and Corporate Finance - Brings strategic insights and analytical depth Our Full-Time Background We’ve worked with top-tier institutions and sectors in the Indian market: - Banking: India’s largest public sector bank - Beverage Industry: Finance for a fast-growing domestic alcohol company - Credit Ratings: India’s leading external credit rating agency Why Work With Us? - Two sets of complementary skills in one seamless package - Strong communication and coordination - Holistic financial solutions from bookkeeping to boardroom-ready presentations - Long-term mindset, with a focus on building trust and delivering real value Feel free to check out our LinkedIn profiles to learn more. We’re always open to interviews and look forward to working with you!

Hello, I am an experienced Financial Analyst and Financial Modeling expert with 13+ years of experience in helping Founders and Businesses in raising funds, optimizing business processes and accelerating growth. My Profile: 13+ years in Financial Planning & Analysis, Valuation, and Financial Modeling Big 4 trained — held to institutional-grade standards of accuracy and rigor Helped clients raise $50M+ through Debt, Equity, and Grants Core expertise across SaaS, Fintech, Real Estate, Healthcare, and E-commerce — with experience extending into several other sectors What I Bring to the Table: I build investor-grade financial models and pitch decks that hold up under real due diligence — not just polished slides, but numbers that survive investor scrutiny. What I Deliver: Financial Models & Reports Detailed 3-5 year Financial Models, Budgeting & Forecasting, Monthly P&L, Cash Flow, and Scenario/Sensitivity Analysis — built for both internal decision-making and investor review. Investor Pitch Decks & Fundraising Support Compelling Investment Pitch Decks, Executive Summaries, and Valuation support to help you tell a data-backed growth story to investors and lenders. Business Plans & Strategy Comprehensive Business Plans covering market analysis, go-to-market strategy, and Financial Projections — built to support both funding rounds and internal planning. Budgeting & Forecasting Ongoing Budgeting, Variance Analysis, and Forecasting Support to keep your business decisions grounded in real numbers. Achievements: I've helped clients across SaaS, Fintech, Real Estate, Healthcare, and E-commerce successfully raise $50M+ in funding while optimizing operations and accelerating growth — with a focus on getting the numbers right the first time.