You will get a CFO review of your financials
Project details
Welcome to my project!
I have 13 years of experience in carrying out GAAP and IRS compliant financial statements, 7 of those years while serving in the CFO and Financial Controller roles. I've prepared corporate tax returns for 10 years and have been apart of many audits, and due diligence actions.
I will carefully review your financials and draft a comprehensive review that will tell you for sure how your financials stand up. I'll also make recommendations on how to make improvements.
I have 13 years of experience in carrying out GAAP and IRS compliant financial statements, 7 of those years while serving in the CFO and Financial Controller roles. I've prepared corporate tax returns for 10 years and have been apart of many audits, and due diligence actions.
I will carefully review your financials and draft a comprehensive review that will tell you for sure how your financials stand up. I'll also make recommendations on how to make improvements.
Target Country
United StatesWhat's included $125
These options are included with the project scope.
$125
- Delivery Time 2 days
- Financial Statements
Frequently asked questions
10 reviews
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KL
Kim L.
Nov 14, 2025
Part time accountant needed for ecommerce startup
Completely ghosted me and stopped responding to all messages (tracking showed them as read). Saw later in the news that a bookkeeper named Marc Weiss in Charlotte NC was sentenced to prison for stealing nearly $1.6 million from two small businesses https://www.wcnc.com/article/news/local/charlotte-bookkeeper-sentenced-16m-theft-from-local-businesses/275-b71beaac-9764-4264-b57a-312522e35719
DS
Delna S.
Sep 20, 2025
Accountant
OB
Otto B.
May 12, 2025
Finance Director
GA
Gregg A.
Feb 7, 2024
Fractional Controller for Rapidly Growing Tech Enabled Professional Services Business
Mark did a good job doing an account clean up
AA
Akintoye A.
May 31, 2023
Senior accountant
Great accountant with a wealth of experience! Really diligent and adaptable. Makes sure he communicates well and is just a super nice guy overall. Very pleasant to work with.
About Marc
CFO | Financial Leadership | Bookkeeping Tech Automator
80%
Job Success
Charlotte, United States - 5:07 pm local time
in the finance industry, delivering valuable solutions and forward-
thinking initiatives to turn around struggling enterprises and drive
positive business changes. I leverage my extensive knowledge
while incorporating progressive methodologies and technology
in developing strategic solutions to increase profits and reduce
costs. Equipped with a firm foundation of accounting and financial
concepts, I have focused on identifying process gaps, developing
resolutions for improvement, and initiating critical projects to optimize
processes.
I have demonstrated my insights and organizational skills through
founding and managing a firm that provides premium accounting
services. I spearheaded operations management aspects, from
hiring and employee development to business planning and
client relations. One of my most recent accomplishments as a
transformational leader was performing an entire department
restructure and utilizing new technology and training to improve
operational efficiency. These milestones and several accolades have
proven my passion for the industry over the years.
I place great importance on fulfilling clients needs and providing top-
notch services, and this remained true from when I started as an
accountant until I paved my way to executive leadership. Outside of
the corporate world, I have continued my vision while giving back
to the community, volunteering as an Executive Committee and
Treasurer for the Charlotte Mecklenburg Food Policy Council.
Steps for completing your project
After purchasing the project, send requirements so Marc can start the project.
Delivery time starts when Marc receives requirements from you.
Marc works on your project following the steps below.
Revisions may occur after the delivery date.
CFO Review
Once I receive your profit & loss and balance sheet I can start my review.
Delivery
Following my review, I will deliver my report to you.