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 searchers, 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 startups and 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 Chartered Management Accountant (CMA) and Associate member of Public Finance Accountant (APFA) with 7+ years of experience in financial modeling, business analysis, and valuation. I have delivered 250+ investor-ready financial models and business plans for startups, corporates, and government-related projects across SaaS, tech, e-commerce, and service sectors. Core expertise: • 3–5 year financial models, forecasts, and budgets • Valuations (DCF, comparable, transaction multiples) • Business analysis and KPI-driven performance insights • Due diligence for business sales, mergers, and acquisitions • Public finance reporting, compliance, and analysis • Investor-ready business plans, pitch decks, and feasibility studies I help founders, executives, investors, and buyers make informed financial decisions, whether raising funding, evaluating risks, or completing a successful business sale or purchase. My work combines technical financial accuracy with strategic insight, ensuring clarity, credibility, and results.

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 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

I'm an Accounting and Finance professional with 6+ years of remote experience helping US-based and international businesses with bookkeeping, financial reporting, AP/AR, reconciliations, royalty management, and financial analysis. I keep books accurate and give owners the financial visibility they need to make decisions — recently including multi-territory intercompany reconciliations, royalty tracking across several countries, and a marketing-fund tracker built from scratch in Excel. I work across various industries and focus on delivering accurate, reliable financial information on time, every time. BOOKKEEPING & ACCOUNTING Full-cycle bookkeeping Accounts Payable (AP) and Accounts Receivable (AR) Bank and credit card reconciliations Month-end and year-end close Journal entries and accruals Payroll support Financial statement preparation General ledger maintenance Cleanup and catch-up bookkeeping Data migration and accounting system setup ROYALTY & LICENSE MANAGEMENT Royalty tracking and calculation (brand and territory-based) Trademark and license fee reporting Royalty reconciliations and statements Contribution tracking and pre-payment netting across territories FINANCIAL ANALYSIS & VALUATION Discounted Cash Flow (DCF) valuation Comparable Company Analysis Precedent Transaction Analysis NPV, IRR, WACC, and Payback Period analysis Sensitivity analysis Budgeting and forecasting Financial modeling and reporting REPORTING & SPREADSHEET SOLUTIONS Advanced Excel and Google Sheets Pivot Tables, XLOOKUP, VLOOKUP Financial dashboards and reports Customized, formula-driven spreadsheets Data analysis and automation SOFTWARE QuickBooks Online & Desktop · Xero · Microsoft Dynamics GP / 365 · Zoho Books · Concur · Jedox · Excel & Google Sheets I review every brief before I start, communicate clearly throughout, and deliver on time. If you're looking for a dependable finance partner rather than just a task-doer, message me with what you're working on and I'll tell you honestly whether I'm the right fit.

Accurate books, compliant taxes, and peace of mind , that’s what I deliver. Tax Filing ,Instant High Quality Returns, US Reviews, Audits and Compilation I am Licensed CPA (Montana) and Chartered Accountant (India), member of two leading global accounting bodies, Ex-EY and Registered Valuer. With over 10 years of experience in U.S. tax and accounting services, I specialize in cross-border tax transactions and have extensive experience servicing businesses across various industries, including real estate, hospitality, e-commerce, retail, non-profit organizations (NFPOs), and universities. I am passionate about solving complex tax issues and providing effective solutions for my clients. I take pride in delivering high-quality services at competitive prices, helping business owners navigate their accounting and tax challenges with ease. My expertise includes a wide range of accounting and financial services, such as tax planning, compliance, bookkeeping, payroll, 1099 reporting, and audit, review, and compilation services. I work closely with corporate groups, accountants, and bookkeepers, gaining valuable insights into various aspects of finance, inventory control, and financial strategy. I focus on U.S. tax planning, compliance, and preparation for individuals and businesses involved in cross-border transactions, particularly regarding U.S. expat filings, state tax planning, real estate, and multi-jurisdictional tax issues. I prepare individual 1040 forms, partnership returns, corporate 1120 and 1120-S returns, as well as compliance for IRS Form 5472, 5471, nonprofit forms 990/990EZ, and 1099 filings. Additionally, I provide entity formation, S Corporation elections, payroll processing, and compliance services for both new and existing companies. My accounting and bookkeeping services cover general bookkeeping, bank reconciliation, accounts payable and receivable, month-end entries, balance sheet reconciliation, budgeting, cash flow forecasting, financial reporting, and management report preparation. I am proficient in various accounting software, including Xero, QuickBooks Desktop, QuickBooks Online, NetSuite, MYOB Pro Series, Lacerte, Drake, MyTaxPrep, CCH Axcess, and TurboTax. Whether you’re a startup, an established business, or an individual seeking reliable tax and accounting support, I offer customized solutions designed to help you save time, stay compliant, and grow confidently.