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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 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.

Hey, I’m Patrick, Strategic Finance Partner. I help founder plan, price, and, profit. 10+ years CPA experience across regulated and high-growth industries. What peers say “You’ll do very well - your background and experience are excellent. You’re professional, smart, educated, and focused.” - Stacy, Top Rated Plus accountant on Upwork with $1M+ earned ⚡︎ We’re a great fit if you’re thinking: “We’re preparing for an exit—we need CFO‑level metrics, strong accounting, and a virtual data room.” “We need marketing ROI clarity (CAC/LTV, MER/ROAS, payback) to scale spend confidently.” “We’re growing but cash flow feels tight and unpredictable.” “We need a fractional CFO to sharpen our cash flow, budget, and KPIs.” “Our reports read like noise, not guidance - redesign our chart of accounts and bank rules so they do.” Leaders who work with me gain clear visibility into profits and cash, customer insights, and confident reporting. ⚡︎ Working with me, you will: 🏴 Stop guessing about profitability - see product/channel/unit economics clearly 🏴 Identify hidden cash-flow opportunities most Founders miss (timing, terms, inventory, pricing) 🏴 Get enterprise-grade close processes (checklists, reconciliations, documentation) that scale 🏴 Receive strategic recommendations that improve marketing ROI (CAC/LTV, MER/ROAS, cohort KPIs) 🏴 Work with a CPA who communicates—weekly updates, clear timelines, and Loom walkthroughs ⚡︎ Why My Background Becomes Your Competitive Edge: 10+ years CPA across multiple industries Former sales professional (10+ years) - I understand revenue generation, not just cost tracking MBA + CPA certification - strategic thinking meets technical precision ⚡︎ Industries served: Energy & Utilities | Cannabis & CBD | Insurance & Financial Services | Professional Services | Startups to Enterprise | Consultation Services ⚡︎ What Makes Our Collaboration Effortless: Education‑first: I translate the numbers so decisions are fast and confident Regular touchpoints as milestones approach - no surprises Confidence: Compliant-backed reporting that stands up to auditors and investors ⚡︎Not every business is my client, though. Some signs we might not be a good fit include: ✗ “Lowest-price wins" mindset - I focus on ROI, not cost ✗ Chronic disorganization with no intent to change What I Value in a Client Partnership: Growth-minded business owner who values data-driven decisions Ready to invest in proper financial systems and processes Wants a strategic partner, not just a service provider Responsive communication and clear project scope 🖥️ Accounting Software Expertise: QBO, Netsuite, Oracle, SAP, Microsoft Expertise: Financial Modeling | Cash Flow Analysis | Profitability Optimization | Enterprise Systems (SAP, NetSuite, Oracle) | Chart of Accounts Design | Management Reporting | KPI Development | Due Diligence | Financial Process Automation | Strategic Planning | Fractional CFO Services | Exit Preparation | Investment Readiness | Ecommerce Accounting | Marketing ROI Analysis Want your numbers to pay for your marketing? Message me. I’ll assess, prioritize, and hand you a tailored action plan: personalized support, fast wins, professional delivery.

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

I’m a Certified Public Accountant (CPA) and Fractional CFO with 20+ years of experience helping founders, executives, and growing companies make smarter financial decisions, reduce tax exposure, and scale with intention. If you’re dealing with unclear financials, cash flow stress, tax inefficiencies, or investor pressure, I step in as a strategic partner, not just a number-cruncher. What I Help Clients Achieve: ✅ Clear, decision-ready financial reporting ✅ Improved cash flow and profitability ✅ Reduced tax burden through proactive planning ✅ Investor-grade financial models and forecasts ✅ Confidence in fundraising, acquisitions, and growth decisions How I Typically Work: Diagnose: Review your current financials, tax structure, and operational gaps Design: Build clean models, forecasts, and strategies tailored to your business Execute: Implement improvements and guide decision-making as your CFO partner Core Services: Fractional CFO & Financial Strategy Financial Modeling, Forecasting & Budgeting Cash Flow & Profitability Optimization Tax Planning & CPA Advisory (Tax Preparation including 1120, 1120S, 1065, 1040) Investor & Lender Readiness (fundraising, due diligence): Strategic Planning for Growth & Scaling Who I Work Best With: Founders & business owners who want a strategic finance partner, not just compliance Startups and growth-stage companies preparing to scale Businesses needing both CFO-level insight and CPA-level accuracy Clients value my ability to simplify complex financial issues, communicate clearly, and focus on outcomes that actually move the business forward. If you’re looking for a long-term financial partner who thinks like an owner and operates like a CFO, let’s talk. 👉 Send me a message with what you’re working on — I’ll reply quickly, usually same-day. 👉 If you’ve got a job ready to go, hit “Invite to Job” and include any key context you want me to review. If you want more information on my experience: I have over 20 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Venture Capital Chief Financial Officer (CFO) - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +20 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Reduce tax burden - Improve forecasting accuracy - Prepare for investor due diligence - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA com and view our Google Reviews for additional references. ✅ CFO Advisory ✅ Tax Planning including Corporate Taxes (1120, 1120S, 1065) & Individual Taxes (1040) ✅ Financial Modeling ✅ Bookkeeping and QuickBooks Accounting ✅ Fundraising Support (Access to Debt Lenders) ✅ Startup Finance ✅ GAAP/IFRS ✅ Venture Capital CFO Accounting Software Expertise: • Quickbooks Online • Xero • Wave Accounting • Sage • NetSuite

Hey Future Clients! My name is Avery Beasley, and I’m a Certified Public Accountant (CPA) with over six years of experience helping small and medium-sized businesses stay compliant, reduce stress, and make smarter financial decisions. I provide end-to-end accounting and tax services, meaning you don’t have to juggle multiple professionals to understand your numbers. Accounting & Bookkeeping Services I take ownership of your day-to-day accounting so you can focus on running your business. This includes: Recording, categorizing, reconciling, and adjusting transactions Cleaning up messy or incomplete books from prior years Preparing periodic financial statements (P&L, Balance Sheet, Cash Flow) More importantly, I don’t just deliver reports—I explain what they mean. I provide insights from a managerial perspective so you understand how your business is performing and from a tax planning perspective so there are no surprises at tax time. Tax Preparation & Tax Strategy I’ve prepared 3,000+ tax returns for individuals and business entities and have helped clients: Remain fully compliant while legally minimizing taxes Prepare and file back tax returns for multiple years Amend prior-year returns, recapturing tens of thousands of dollars Understand when amending returns is beneficial—or required Because I handle both accounting and tax, I’m able to identify opportunities others often miss. Why Clients Work With Me CPA-level expertise (not just data entry) Clear communication and practical explanations Proactive guidance—not just compliance A single point of contact for accounting and tax If you need help with accounting, bookkeeping, tax preparation, cleanup work, or tax planning, I’d be happy to help. Feel free to reach out—let’s get your finances back on track.