j
judi_herishen

Judilee

@judi_herishen
5.0(5)

Certified US CPA and Formatting Expert

Estados Unidos
Inglés, Alemán, Español
Parte de la información aparece en idioma inglés.
Sobre mí
As a Certified US CPA, financial auditor, and business consultant, I support individuals, self-employed professionals, and businesses with accurate, confidential financial documentation. My services include CPA comfort letters, mortgage verification letters, self-employment income letters, financial document preparation, and professional book and business document formatting. I focus on clear, organized documents for lender, businesses, employed & self employed and underwriter review. Hi, I’m Judi Herishen. Contact me to discuss your needs and get started.... Lee más

Habilidades

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judi_herishen
Judilee
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Tiempo medio de respuesta: 1 hora

Revisa mis servicios

Escritura y traducción
I will do US mortgage CPA letter self employment income business verification letter
5.0(5)
Informes financieros
I will provide CPA letter for rental application and self employed proof of income

Porfolio

Experiencia laboral

Senior Certified Public Accountant (CPA)

Finance Expert • Freelance

Feb 2021 - Present • 5 yrs 9 mos

As a Certified Public Accountant (CPA), I provide comprehensive accounting, financial management, and advisory services to businesses across various industries. My responsibilities include preparing accurate financial statements, managing bookkeeping, reconciling accounts, handling payroll, preparing tax returns, and ensuring compliance with accounting standards and tax regulations. I also conduct financial analysis, budgeting, forecasting, and cash flow management to help clients make informed business decisions. Throughout my career, I have assisted startups, small businesses, and established companies in improving financial performance by streamlining accounting processes, identifying cost-saving opportunities, and implementing effective internal controls. I am proficient in QuickBooks, Xero, Microsoft Excel, Wave Accounting, and other cloud-based accounting solutions. Key Achievements: Managed accounting and financial reporting for multiple clients with 100% accuracy and compliance. Reduced bookkeeping errors and improved financial reporting efficiency through process optimization. Successfully prepared tax filings and financial statements while ensuring regulatory compliance. Developed budgets, forecasts, and financial models that supported strategic business growth. Built long-term client relationships by delivering reliable financial insights and exceptional service. Core Skills: Financial Accounting & Reporting Bookkeeping & Bank Reconciliation Tax Preparation & Compliance Payroll Management Budgeting & Forecasting Financial Analysis Cash Flow Management QuickBooks, Xero, Wave, Excel GAAP & IFRS Compliance Internal Controls & Audit Support

5 Reseñas
5.0

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  • Nivel de comunicación del Freelancer
    5
  • Calidad de la entrega
    5
  • Valor de la entrega
    5
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    M

    martin_dan56

    GB

    Reino Unido

    Colaboración continua
    5

    I’m really happy with the service I received from Judi Lee. She was professional, easy to communicate with, and understood exactly what I needed for my CPA income verification letter. She handled everything carefully and delivered it much quicker than I expected. The whole process was smooth and stress-free,...

    USD 50

    $

    1 día

    Tiempo

    gig

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    Útil?
    Sí
    No
    S
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    scottjames2

    US

    Estados Unidos

    Colaboración continua
    5

    Judi was great to work with! She handled my income and financial verification documents quickly and made sure everything was taken care of properly. I’m very happy with her service and really appreciate her professionalism and attention to detail. I would definitely recommend Judi to anyone who needs...

    USD 50

    $

    1 día

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    J

    jgarrett32

    US

    Estados Unidos

    5

    Quick turn around and well done work. Excellent communication.

    USD 200-USD 400

    $

    2 días

    Tiempo

    gig

    Escritura y traducción

    Útil?
    Sí
    No
    M

    martin_dan56

    GB

    Reino Unido

    Colaboración continua
    5

    Judi Lee did a great job. I really loved working with her and appreciated her expertise.

    USD 50

    $

    1 día

    Tiempo

    gig

    Escritura y traducción

    Útil?
    Sí
    No