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Licensed CPA needed for one-time 2026 YTD business financial statement preparation. I own a California single-shareholder S-Corporation and need a CPA to review/reconcile my 2026 financial activity and prepare professional YTD financial statements for use in a California family-law proceeding. My records are already well organized, including transaction details, bank/credit-card statements, commission/income records, and prior-year tax returns. Deliverables needed: * YTD Profit & Loss Statement * Balance Sheet * General Ledger / proper double-entry books * Review and correction of transaction classifications as needed * Identification of appropriate accounting adjustments, including vehicle depreciation I am not seeking an audit, forensic accounting engagement, or financial-statement review/assurance engagement. Preference is for a licensed U.S. CPA, ideally California licensed, who has experience with S-Corporations and can prepare the financial statements from the underlying records. Please provide your CPA license/state, fixed project fee, expected turnaround time, and exactly what final documents you would provide. Deadline: October 1, 2026
Project ID: 40655890
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24 freelancers are bidding on average $540 USD for this job

With over a decade of combined experience in accounting, bookkeeping and financial consultancy, my team at Muhammad Asad Firm is well-suited to handle every aspect of your project. Our core competencies in Audit and Financial Modelling alongside extensive skills in Financial Analysis, Budgeting and Forecasting make us more than capable to efficiently prepare accurate financial statements for your S-Corporation. Our expertise extends beyond just using the standard accounting and bookkeeping software - we have worked with many platforms including QBO, Oracle ERP, NetSuite, Xero, MS Dynamics Business Central; ensuring that we can adapt to your needs on any platform. Given the sensitive nature of your requirement for a family-law proceeding, you need a CPA who is detail-oriented and meticulous in their record-keeping. Our experience facilitates exactly that. In regards to your project, I want to emphasize our strength- we've audited the books of numerous entities so we're familiar with dealing with unusual classifications or missing information. It further compliments our deep-rooted comprehension of S-Corporations. Notably, I'm personally a QuickBooks ProAdvisor which will be valuable for your unique project as it includes our skillset requirement of double-entry books.
$750 USD in 7 days
8.9
8.9

Hello There, We can assist with the accounting and bookkeeping preparation of your 2026 YTD financial records, including transaction review, reconciliations, classification corrections, double-entry bookkeeping, General Ledger, Profit & Loss, and Balance Sheet preparation. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors with experience in cleanup, reconciliations, AP, AR, and preparation of management financial statements. Please note that we typically work on an hourly basis and we are not a U.S.-licensed CPA firm, so we would not represent the statements as CPA-prepared, reviewed, audited, or assured. If your family-law proceeding specifically requires a licensed U.S./California CPA, you may need a CPA to perform the final review/sign-off. Tax preparation, tax filing, payroll processing, and legal/forensic accounting are outside our service scope. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$499 USD in 7 days
8.0
8.0

As a licensed and highly-experienced data analyst with a specialty in Accounting, I am confident in my ability to tackle your specific needs. Although I'm not currently a CPA, my deep understanding of accounting principles and extensive experience with data management tools like MS Excel and QuickBooks make me an ideal candidate for your project. I have adept skills in web scraping, search strategies, data entry, and analysis that will allow me to accurately review and reconcile your 2026 financial activity. Though you stated you are not seeking comprehensive auditing or review services, you'll still benefit from my expertise. My meticulous attention to detail ensures I correctly identify any necessary accounting adjustments while preparing your Profit & Loss statement, Balance Sheet, General Ledger, as well as addressing vehicle depreciation. This comprehensiveness emanates from my commitment to providing the highest quality work possible at all times. So while I may not be a licensed CPA in California, this is an opportunity for you to benefit from different yet equally valuable experience. Furthermore, I will complete this project well before your October 1st deadline with utmost precision and professionalism. Choose me for this task and let's ensure your financial statements are solid enough even for a family-law proceeding!
$250 USD in 1 day
7.5
7.5

CPA License holder Hi, I am an experienced Associate Member the Certified Cost and Management Accountant (ACMA), a Financial Analyst and a Certified Public Accountant (CPA) with more than 7+ years' experience in finance. I have gone through your project with interest, and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing financial modelling, business analysis, business plans, financial analysis, financial forecasting, Excel, advanced Excel, Visual Basic, payroll, data processing, data entry, finance, accounting, and financial research services and have more than 3+ years with a top-rated audit firm (KPMG), during which I have dealt with a number of clients and provided them extremely satisfactory services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advanced Excel, QuickBooks, Intuit QuickBooks, Xero, Microsoft Dynamics, Enterprise and more. I am a fast learner, problem solver, detail-orientated and highly organised. Looking forward to hearing from you soon! Looking forward to hearing from you Best regards. Zakwan
$250 USD in 1 day
6.6
6.6

As a licensed U.S. CPA with extensive experience in managing the finances of startups and growing businesses, I am in an optimal position to handle the financial statement preparation for your California single-shareholder S-Corporation. My expertise in accounting, financial consulting, and tax planning has equipped me to handle your specific needs with ease. Additionally, my familiarity with Intuit QuickBooks will ensure efficient organization and reconciliation of your transaction details. I understand that you need high-quality deliverables for a family-law proceeding that doesn't require an audit or forensic accounting engagement. My goal is to produce accurate and professional YTD financial statements catering exactly to your requirements, including YTD profit & loss statement, balance sheet, general ledger and proper double-entry books. I have a meticulous eye for detail which will guarantee that your transaction classifications are properly reviewed and any needed adjustments like vehicle depreciation are well-documented.
$500 USD in 7 days
6.5
6.5

August 19, 2026 Hello I’m an IRS-registered Tax Preparer with an active PTIN, an MBA and +3 years of experience. As a Certified QuickBooks Advanced ProAdvisor and Xero Certified Advisor with 8+ years of accounting experience and +3 years specializing in cloud accounting software, including QuickBooks, Xero, Zoho Books, Wave and MYOB. My expertise includes bank reconciliation, account cleanup, chart of accounts setup, AP/AR management, payroll, VAT, financial reporting, and accounting software migration. I also hold an MBA, and my skills align well with your accounting needs. Kind regards Md. Altas Uddin
$280 USD in 7 days
4.6
4.6

Hi, yes, we are a licensed CPA firm, and I can share our CPA license details with you once we discuss the engagement further. We have also handled similar engagements involving YTD financial statement preparation and reconciliation for business and legal purposes. Few questions - Is the S Corporation's 2026 bookkeeping currently maintained in QuickBooks or another accounting software, and are all bank and credit card accounts reconciled through the latest available month? - For the vehicle depreciation, do you already have the vehicle purchase date, purchase price, business use percentage, and prior depreciation records available? -Do you require the financial statements through a specific 2026 date, or should we prepare them through the latest available transaction date before the October 1 deadline? About Me I am a CPA by profession with over 8 years of experience in US accounting, taxation, and compliance. I have extensive experience handling S Corporations and preparing accurate financial statements. I specialize in bookkeeping, reconciliations, general ledger, and financial reporting, and have handled similar financial statement preparation engagements for business and legal purposes. I can deliver accurate, well organized, and professionally prepared YTD financial statements supported by the underlying accounting records.
$500 USD in 7 days
4.4
4.4

Hi there, We will prepare your 2026 YTD S-Corp financial statements for California family-law use, including the Profit & Loss Statement, Balance Sheet, General Ledger, transaction classification cleanup, and accounting adjustments such as vehicle depreciation. We will work from your bank and credit-card statements, commission and income records, and prior-year tax returns to produce clean double-entry books and a professional statement package. Our public Freelancer review history includes trading-performance audit, transfer-pricing, and real-estate analysis engagements. This first workstream is limited to evidence review, financial analysis and decision-ready findings for California CPA for S-Corp Financial Statement. Broader implementation would be scoped separately on Freelancer. Best Regards, 8veer
$1,850 USD in 10 days
4.6
4.6

Hello I can assist you in reviewing, reconciling, and preparing accurate 2026 YTD financial statements for your California S-Corporation, based on your organized financial records. I can properly review transaction classifications, maintain double-entry books, prepare the General Ledger, and produce professional P&L and Balance Sheet statements suitable for your family-law proceeding. I understand the importance of accuracy and clear documentation in this type of matter. I can also identify appropriate accounting adjustments, including vehicle depreciation, while keeping the engagement focused on preparation rather than audit or assurance services. Thanks Brian
$340 USD in 4 days
3.8
3.8

Hi, I’m Noyon from Global Service 24/7. I have experience with bookkeeping, financial data organization, and Excel-based financial records. I can help organize and reconcile the provided records and prepare clean financial statements according to your requirements. However, I am not a licensed U.S. CPA, so a CPA would need to handle the professional/licensed portion of this engagement. If you need support with the data preparation and bookkeeping side, I’m available to discuss the scope, fee, and timeline.
$650 USD in 7 days
4.1
4.1

Hi My name is Param Ramanan form Rockfort Global based out of Adelaide. Our team has extensive experience with U.S. accounting, S-Corporations, reconciliations, general ledger preparation, and financial statement reporting. We can review your 2026 YTD business activity, verify transaction classifications, prepare proper double-entry books, and deliver a professional Profit & Loss and Balance Sheet suitable for your California family-law proceeding. We can also identify appropriate accounting adjustments, including vehicle depreciation, based on the supporting records provided. We understand this is not an audit or assurance engagement and will focus on accurate bookkeeping and financial statement preparation. We can work within your October 1, 2026 deadline and provide a clear fixed-fee proposal and turnaround schedule. Please google the name of our company or my name for more information. I request you to please connect with on the freelancer chat so we can discuss your needs further. Kind Regards Param Ramanan
$500 USD in 4 days
1.5
1.5

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently prepared a detailed YTD financial statement for an S-Corp in California, resulting in accurate documentation that was crucial for a legal proceeding. This project required meticulous attention to transaction classifications and accounting adjustments, and I successfully delivered within a tight deadline. With over five years of experience as a licensed CPA in California, I specialize in S-Corporations and understand the nuances of preparing financial statements for legal contexts. My expertise ensures that your records will be handled with precision. I recognize the importance of your financial statements for the family-law proceeding and will ensure they are professionally prepared, reflecting accurate profit and loss, a balance sheet, and a comprehensive general ledger. I prioritize clear communication and efficient execution to foster long-term success in our partnership. I'm confident that my background and commitment will exceed your expectations. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Patrick
$400 USD in 7 days
1.1
1.1

Hello, I am a Finance and Accounting professional with a Master’s background in Accounting and Finance. I have experience in financial reporting, Excel analysis, bookkeeping, and preparing accurate financial documents. I understand the importance of accuracy and confidentiality in finance projects. I can deliver organized, high-quality work within the required deadline and communicate clearly throughout the project. I am ready to start immediately and help you achieve your goals. Ensuite garde l’offre à 400 USD / 7 jours si le budget du client correspond. Pour un premier projet, le plus important est d’obtenir ton premier avis 5 étoiles.
$400 USD in 7 days
0.0
0.0

Hello, I am not a US-licensed CPA. I'm a Chartered Accountant with hands-on experience preparing US books and financial statements for S-Corporations, including single-shareholder entities. Since you've expressly stated this is not an audit, review, or assurance engagement, the work you describe reconciliation, classification cleanup, double-entry books, and compiled YTD statements does not require a CPA license to perform. If a CA-licensed CPA is a hard requirement for your proceeding, I understand completely; if the quality of the workpapers is what matters, here is exactly what I'd deliver. Scope, as you defined it: - Full reconciliation of 2026 YTD bank and credit-card activity against your transaction records - Review and correction of transaction classifications, with a log of every reclassification made (useful if the statements are questioned in the proceeding) - Proper double-entry general ledger, exportable to Excel/PDF - Accounting adjustments identified and booked — including **vehicle depreciation** consistent with your prior-year tax returns, plus any owner/shareholder distribution and reasonable-compensation classifications typical of single-shareholder S-Corps - YTD Profit & Loss Statement and Balance Sheet, tied to the reconciled ledger Final documents: P&L, Balance Sheet, full General Ledger, trial balance, bank/credit-card reconciliation reports, and a schedule of adjusting entries with explanations. Fixed fee:$ 500 for the full engagement. 7days time
$500 USD in 7 days
0.0
0.0

I’m an U.S based accountant that has over 1 and a half year of experience in business tax preparation. I am not a CPA but an EA (Enrolled Agent) However my main line of work involves business (S-corps & 1065) So I can get this done correctly!
$700 USD in 14 days
0.0
0.0

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