Hire the Best Pro Forma Statements Professionals

A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help entrepreneurs, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold—made and lost money on—private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of start up, small and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

I'm a 𝐓𝐎𝐏 𝐑𝐀𝐓𝐄𝐃 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 𝐀𝐧𝐚𝐥𝐲𝐬𝐭 and 𝐄𝐱𝐜𝐞𝐥 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 with 𝟏𝟎 𝐲𝐞𝐚𝐫𝐬 of experience building fully automated, fully linked financial models across real estate development, startups, SaaS, e-commerce, LBO transactions, DCF valuations, 3-statement integrated models, healthcare, construction, restaurant & hospitality, film & media financing, and corporate finance — delivered clean, auditable, and professionally structured whether you're a real estate developer raising LP equity, a startup founder pitching seed investors, an e-commerce operator forecasting growth, or a private equity analyst running an LBO. I also build Excel calculators, finance tracker sheets, automated bookkeeping workbooks, and KPI dashboards, and as a 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬 𝐏𝐫𝐨𝐀𝐝𝐯𝐢𝐬𝐨𝐫 I handle full-cycle bookkeeping, reconciliations, and financial reporting for SMBs, all with advanced Excel formulas and dynamic assumptions so that changing one input instantly flows through the entire workbook with no broken links, no manual updates, and no Excel headaches. 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐌𝐎𝐃𝐄𝐋𝐒 𝐈 𝐁𝐔𝐈𝐋𝐃 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐬 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐥𝐚𝐧𝐬 • Investor-ready 3-statement financial models (Income Statement, Balance Sheet, Cash Flow) • Seed to Series A financial projections with runway analysis • Pitch deck financials, cap table modeling, and funding round scenarios • Feasibility studies and business viability assessments 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥 • Development proformas (residential, commercial, mixed-use, multifamily) • Acquisition & disposition models with hold period analysis • LP/GP waterfall distributions (preferred return, catch-up, carried interest) • S-curve lease-up, vacancy modeling, and rent roll analysis • IRR, equity multiple, CoC return, and sensitivity analysis 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 & 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 • DCF models with WACC, terminal value (exit multiple & perpetuity), and sensitivity tables • Fully linked 3-statement models (P&L, balance sheet, cash flow) • LBO models with debt schedule, FCF bridge, credit metrics, and Bear/Base/Bull scenarios • Comparable company analysis (comps) and precedent transactions • M&A models with synergy analysis and pro forma financials 𝐒𝐚𝐚𝐒 & 𝐓𝐞𝐜𝐡 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥 • SaaS financial models with MRR/ARR build, churn, LTV/CAC, cohort analysis • Subscription and recurring revenue models • Unit economics dashboards and growth forecasting 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥 • E-commerce financial models (D2C, dropshipping, Amazon FBA, subscription box, wholesale) • Revenue forecasting with AOV, conversion rate, and customer acquisition cost drivers • Inventory planning models and COGS breakdowns • Working capital and cash flow optimization models 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 & 𝐎𝐭𝐡𝐞𝐫 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥 • Budget Impact Models for healthcare decision analysis • Insurance product analysis with multi-year return projections • Construction and project finance models • Restaurant, hospitality, and F&B proformas • Film & media financing models (tax credits, presales, gap financing) 𝐄𝐗𝐂𝐄𝐋 𝐓𝐎𝐎𝐋𝐒, 𝐂𝐀𝐋𝐂𝐔𝐋𝐀𝐓𝐎𝐑𝐒 & 𝐓𝐑𝐀𝐂𝐊𝐄𝐑𝐒 Beyond full models, I also build standalone Excel tools for day-to-day financial management: • 𝐂𝐚𝐥𝐜𝐮𝐥𝐚𝐭𝐨𝐫𝐬: Mortgage, ROI, break-even, loan amortization, rent vs. buy, payback period, profit margin • 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐓𝐫𝐚𝐜𝐤𝐞𝐫𝐬: Budget trackers, expense logs, cash flow trackers, net worth sheets, variance analysis • 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 𝐒𝐡𝐞𝐞𝐭s: Income & expense logs, bank reconciliation, P&L trackers, AR/AP trackers, payroll & invoice logs • 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬: Dynamic Excel dashboards with charts, slicers, dropdowns, and scenario toggles for real-time business visibility 𝐀𝐂𝐂𝐎𝐔𝐍𝐓𝐈𝐍𝐆 & 𝐁𝐎𝐎𝐊𝐊𝐄𝐄𝐏𝐈𝐍𝐆 Certified QuickBooks ProAdvisor with hands-on experience in: • Full-cycle bookkeeping and chart of accounts setup • Bank reconciliations and month-end close • Financial reporting (P&L, balance sheet, cash flow statement) • Payroll tracking and expense categorization • QuickBooks setup, cleanup, catch-up bookkeeping, and ongoing support for SMBs • Migration from spreadsheets to QuickBooks 𝐖𝐇𝐀𝐓 𝐒𝐄𝐓𝐒 𝐌𝐘 𝐖𝐎𝐑𝐊 𝐀𝐏𝐀𝐑𝐓 Top Rated on Upwork with 5-star reviews and excellent client feedback. Every model is fully automated and fully linked , advanced formulas, color-coded formatting, assumptions dashboards, scenario toggles, and sensitivity tables included as standard. On-time delivery, clear communication, and revisions until you're 100% satisfied. Message me and I'll tell you exactly how I'd approach your project within a few hours.

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.

Beyond financial models, I build FP&A and reporting systems that support fundraising, diligence, and decision-making. As a Chartered Accountant (India CPA) with 15+ years of experience, including leading FP&A for a $700M group, I build investor-ready financial models, valuations, and FP&A systems for fundraising, acquisitions, and strategic planning. I have delivered 200+ financial models and dashboards across startups, SaaS, real estate, infrastructure, and corporate sectors. Deals handled - 1) USD 400mn Bond Issue for Infra company 2) USD 350mn IPO 3) USD 180mn Oil Tank business acquisition (UAE) 4) USD 200mn Logistics business acquisition (India) 5) USD 65mn Port acquisition (India) I can help you with: 1) Financial Modeling & Valuation • Fully integrated 3-statement financial models (Income Statement, Cash Flow, Balance Sheet) • DCF valuation and comparable company analysis • Investment and acquisition analysis, including LBO models • Investor return models (IRR, NPV, payback, sensitivity analysis) • Startup and investor-ready financial models • Scenario, sensitivity, and driver-based forecasting 2) FP&A and Forecasting • Budgeting and long-term financial planning models • Consolidated MIS & Accounts reporting • 12-month, 3-year, and 5-year financial forecasts • Rolling cash flow forecasts • Budget vs actual and variance analysis • Profitability, cost, and performance analysis 3) Financial Statements & Reporting • Preparation of Income Statement, Balance Sheet, and Cash Flow statements • Conversion of accounting data into structured financial statements • Historical financials preparation for investors, lenders, or internal review 4) Management Dashboards and Reporting • Executive dashboards (Excel and Power BI) • KPI tracking dashboards • Automated reporting and performance monitoring tools If you are a startup, investor, real estate firm, or established business, I can help you build robust financial models, FP&A systems, and management dashboards to support confident decision-making. 15 yrs experience | Chartered Accountant | FMVA® Certified | Excel Expert | Forecasting | DCF | Dashboards | Pitch deck | M&A | QoE | Analyst | Budget | GAAP Reporting

I support buyers, investors, and founders with due diligence, valuation, financial modeling, and acquisition analysis. Over the last 8+ years, I’ve worked across M&A, private equity, small business buyouts, roll-up strategies, and capital raises, helping clients assess risk, test value, and make clearer deal decisions. My work is used to support negotiations, diligence, investor materials, and transaction-ready analysis. My main focus areas: 🔹 M&A & Due Diligence – Buy-side and sell-side support, including QoE analysis, CIM redlining, EBITDA/SDE adjustments, deal sourcing review, IOI/LOI prep, and risk flagging. 🔹 Valuations & Modeling – DCF, LBO, and scenario-driven 3-statement models, equity waterfalls, and business valuation reports that hold up under diligence. 🔹 Private Equity & Capital Structures – GP/LP waterfall models, return simulations, fund structuring, and private credit capital stack modeling for GPs, LPs, and roll-up strategies. 🔹 Real Estate & Infrastructure – IRR/NPV-based underwriting, feasibility studies, market comps, cap rate sensitivity, and investor return analysis across multifamily, self-storage, industrial, and renewables. 🔹 Investor Materials – Pitch decks, investment memorandums (IMs), capital raise one-pagers, and performance dashboards that communicate the story behind the numbers. Top Skills: 1. Mergers & Acquisitions (M&A) 2. Financial Modeling & Forecasting 3. Business Valuation (DCF, LBO, Comps, Precedents) 4. Due Diligence (Buy-side & Sell-side) 5. Quality of Earnings (QoE) 6. Private Equity & Fund Structuring 7. Real Estate Financial Modeling 8. Pro Forma & Scenario Analysis 9. Capital Raising Materials (Pitch Decks, Teasers, IMs) 10. Investment Analysis & Financial Planning 💻 Tools I Use Axial (My Personal Favorite) | Tracxn | Google Sheets | Power BI | Bloomberg Terminal | FactSet | CoStar | PropertyShark | Canva | LoopNet | Seeking Alpha | Excel | DataTree | Canva

Finance doesn’t need to be complex — just clear. I partner with founders, CFOs, and decision-makers to bring order to the chaos: automating reporting, decoding numbers, and transforming data into strategy. Whether you're preparing for board meetings, investor due diligence, or scaling operations — I help you lead with financial clarity. ⚡ Why Clients Choose Me First ✅ 35,000+ hours in Excel & financial storytelling ✅ Qualified Chartered Accountant (ICAI) — US CPA Equivalent ✅ 10+ years with global firms: D.E. Shaw, Deloitte, Moore Stephens ✅ Certified QuickBooks ProAdvisor ✅ FP&A specialist trusted by hedge funds, FMCG, chemicals, oil & gas, and more I specialize in two things: 📊 Spreadsheets and 🧠 decoding financial statements When others get lost in the data, I see the story — and I make sure the right people hear it. 🔍 Management Reporting & FP&A (From $20/hr) ✅ Board-ready packs: P&L, Balance Sheet, Cash Flow (Budget vs. Actual) ✅ Automate reports using G-Accon + Excel magic ✅ 13-week & 26-week cash forecasts for confident decision-making ✅ KPI dashboards, revenue/inventory analysis ✅ Margin, breakeven, and variance analysis to uncover gold 📈 Financial Modeling & Valuation (From $20/hr) ✅ Investor-grade dynamic models (CFI standard) ✅ Structure: Inputs > Calculations > Outputs > Summaries — clean & elegant ✅ DCF, Comparable, and Transaction-based valuations ✅ Multi-entity, multi-currency models with scenario analysis ✅ Visual storytelling for pitch decks and strategic presentations 🧾 Accounting & Controllership (From $15/hr) ✅ Full-spectrum accounting process optimization ✅ Platforms: QBO, Xero, Zoho Books, G-Accon automation ✅ IFRS mastery (including IFRS 9, 15, and 16) ✅ Complete balance sheet cleanup: bank, AP/AR, inventory reconciliations ✅ Seamless workflows: Google Sheets, Excel 365, Notion & Docs What Drives Me Whether I’m cycling through mountain roads or automating dashboards at midnight — I’m in my flow. Data excites me. Excel empowers me. I believe in simplifying complexity, uncovering beauty in structure, and helping my clients move faster with financial clarity. 📩 Let’s Collaborate Need clean books, strategic insights, or investor-grade models? Let’s build something extraordinary — together.