
Closed
Posted
Paid on delivery
I need a signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC to secure a mortgage. Requirements: - Profit and loss statement in PDF format - Balance sheet with summary and key notes - Prepared using cash basis accounting Ideal Skills and Experience: - Proficiency in accounting and financial statements - Experience with cash basis accounting - Attention to detail and accuracy - Ability to deliver professional, signed documents in PDF format
Project ID: 40698479
84 proposals
Remote project
Active 1 min ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
84 freelancers are bidding on average $157 USD for this job

As an experienced accountant specializing in financial statements and tax preparation, I’m confident in my ability to meet your needs for a 2026 profit and loss statement and balance sheet for Adept Operations Group LLC. My proficiency in accounting and finance combined with my attention to detail and accuracy will ensure that the statement is comprehensive, correct, and complies with cash basis accounting standards. Moreover, my deep understanding of QuickBooks will help me efficiently organize the financial data to generate a clear view of your company’s financial position. I specialize in producing clean, professional documents like the ones you requested I have no doubt that the final product will be an accurate reflection of your company's financial health. Lastly, I strongly prioritize punctuality, confidentiality and client satisfaction. My aim is to provide not just an excellent service, but also peace of mind to my clients in a time when crucial decisions are being made about their businesses. That's why partnering with me means not only getting an accurate Profit & Loss statement for your mortgage process but also getting a service that's aligned with your unique needs and goals. Let me ensure the financial success you're seeking!
$250 USD in 7 days
8.9
8.9

With over 15 years of experience in the field, I'm confident that I'm the right person to create your year-to-date profit and loss statement and balance sheet for your mortgage. My expertise spans a wide array of accounting software including QuickBooks, which enables me to handle your data promptly and accurately. Additionally, as a finance professional, I am well-versed in preparing financial statements using cash basis accounting, which is essential for your specific requirement. Accuracy is a hallmark of my work and I always meticulously ensure that the presented documents are detailed and error-free. You can rest easy knowing that confidentiality, reliability, and integrity are at the top of my priority list. Moreover, my skills extend beyond basic bookkeeping to in-depth financial analysis. I'll not only provide you with signed documents that meet your immediate need but also with insights and notes that will help you make informed decisions about your business. Financial management is crucial for businesses like yours especially when making strategic decisions like securing mortgages. Let me leverage my skillset to make this process as smooth and beneficial as possible for you. Choose me for a professional who will not only provide accurate financial statements but also add value with analytic insights!
$150 USD in 3 days
8.7
8.7

Hello There, We can assist with preparing accurate, professional 2026 year-to-date financial statements for Adept Operations Group LLC using cash basis accounting. Our accounting team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors, with experience in bookkeeping, AP, AR, reconciliations, and financial statement preparation. We can prepare Year-to-date Profit & Loss Statement in PDF format, Balance Sheet with a clear summary and key notes, Review and reconciliation of accounting records for accuracy, Professional, lender-ready financial statements for the mortgage application, Final documents prepared for the appropriate authorized signature. Our scope is limited to accounting and bookkeeping services. Tax preparation, tax filing, and payroll processing are not included. We typically work on an hourly basis and can carefully review the records before finalizing the reports. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$249 USD in 7 days
8.0
8.0

Hi, I have read the project description and can assist with preparing the 2026 year to date profit and loss statement and balance sheet for Adept Operations Group LLC using cash basis accounting. I have experience preparing professional financial statements and will ensure the figures are accurately presented with a clear balance sheet summary and relevant notes. The final documents will be professionally formatted in PDF and suitable for your mortgage documentation requirements. Please message me. Thanks, Soha
$140 USD in 3 days
7.6
7.6

Hello Sir, Hope you are doing well, You need a professional accountant with expertise in accounts & finance for your assignment. I am a professional accountant with MBA/MS Accounts & Finance, Member of Institute of Chartered Accountants having more than 10 years of experience accounts & finance including: • Balance sheet • Profit & Loss • Cash flow statements • Budgets • Payroll • Reconciliation Banks, Debtors, Creditors • Financial Forecasting & Analysis • Financial Modeling • Accounts Payable & Receivables • Audit I am providing Financial and Accounts services in many organizations. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my filed. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
$100 USD in 3 days
6.7
6.7

Hi there, I understand you need a mortgage-ready 2026 YTD Profit & Loss Statement and Balance Sheet for Adept Operations Group LLC, prepared strictly on a cash basis and presented as professional, signed financial statements. I’m confident I can produce accurate statements that are clear, internally consistent, and suitable for lender review. My approach is to review the available accounting records and establish the correct 2026 YTD reporting period, then reconcile income, expenses, cash activity, liabilities, and owner/equity balances before preparing the statements. I’ll ensure transactions are treated consistently under cash-basis accounting, verify that the P&L and Balance Sheet reconcile logically, and investigate any unusual or unsupported balances rather than simply carrying them forward. The Balance Sheet will include a concise summary and key notes explaining material items or assumptions, with both documents formatted professionally for mortgage submission. You’ll receive a polished PDF P&L, a cash-basis Balance Sheet with summary/key notes, and properly prepared signature sections, with the underlying figures checked for consistency and accuracy. Are the 2026 books already maintained in QuickBooks, or will you be providing bank/accounting records for me to prepare the statements from? I’m ready to start immediately. Warm Regards, Aneesa.
$100 USD in 1 day
6.5
6.5

Having worked as a Chartered Accountant for the past nine years, I fully understand the treasury landscape and the significance of accurate profit and loss statements along with balance sheets to secure mortgage loans, especially for companies like Adept Operations Group LLC. My proficiency in accounting, financial consulting, tax planning, auditing, compliance, and financial modeling is exactly what your project demands. Additionally, I have a commendable understanding of cash basis accounting- ensuring that your required documents are prepared with immaculate precision. Moreover, as an ACA qualified professional and with an in-depth knowledge of IFRS regulations, you can be confident that your documents will be carefully prepared to ensure compliance with all applicable regulations standards. Furthermore, what sets me apart is my commitment to delivering professional and signed documents in PDF format. Choose me for this project and you can be assured that even the smallest details of your profit and loss statement and balance sheet will be thoroughly reviewed. My aim is not just to provide you with finance reports but also enable you to make smarter financial decisions – building a strong foundation for long-term growth and sustainability.
$200 USD in 7 days
6.5
6.5

Hello, I am Mohmed, an experienced professional with over 8 years of expertise in Accounting, Intuit QuickBooks, Bookkeeping, and Financial Planning. I have carefully reviewed your project requirements for creating a Profit & Loss Statement and Balance Sheet for Adept Operations Group LLC to secure a mortgage. To meet your needs, I will meticulously prepare a detailed Profit & Loss Statement and Balance Sheet using cash basis accounting. I will ensure accuracy, attention to detail, and deliver professional, signed documents in PDF format. My proficiency in accounting and financial statements, along with my experience in cash basis accounting, makes me well-equipped to handle this project effectively. I look forward to discussing the project further. Please start the chat so we can delve into the specifics. Best regards, Mohmed
$150 USD in 7 days
5.8
5.8

Having extensively worked with a range of businesses, I believe my skillset is tailor-made for your project. Providing comprehensive financial statements that tell the story investors need in a clear, transparent manner is what I specialize in. Over the past 6 years, my unique blend of accounting proficiency, razor-sharp attention to detail, and consistent delivery has made me an asset to my clients. It would be my pleasure to do the same for you. Adhering to your specifications of cash basis accounting and the need for signed PDF documents, rest assured, they will be handled correctly and professionally. As you mentioned 'Numbers tell a story', my passion is in discovering those narratives within data and translating them into actionable insights. This attribute enables me to go beyond simply fulfilling your immediate needs but proactively identifying growth opportunities and addressing changing financial dynamics. My approach as your financial co-pilot offers you more than just accurate numbers on a statement. It empowers your venture with fiscal clarity so that you can make informed decisions for future strategic planning. By choosing me, Muhammad Saad, you are opting for not only a seasoned finance professional but also a guarding hand ensuring confidentiality and respecting both the complexity of your needs and the importance of delivering on time, every time. Let's collaborate to bring clarity and confidence to your Profit & Loss Statement creation
$190 USD in 7 days
6.1
6.1

Hi, I can prepare a professional cash-basis Profit & Loss Statement and Balance Sheet for Adept Operations Group LLC, structured specifically for mortgage documentation and lender review. I’ll organize the financial information accurately, reconcile income and expenses, classify transactions appropriately under cash-basis accounting, and ensure the Balance Sheet is internally consistent with the supporting figures. I’ll also include a clear summary and key notes so the lender can easily understand the company’s financial position. The final P&L and Balance Sheet will be professionally formatted and delivered as clean, presentation-ready PDFs. Where required and appropriate, I can provide signed financial statements based strictly on the financial records and information you supply. Accuracy and consistency will be my priority, particularly because these statements are intended for a mortgage application. I can also review the completed statements for obvious discrepancies before delivery. Regards, Arwa...
$350 USD in 7 days
5.9
5.9

Hi, I can prepare the signed year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC efficiently. With 7 years of experience as a Chartered Accountant (ACCA), I specialize in cash basis accounting and financial reporting. I will create the profit and loss statement in PDF format and ensure the balance sheet includes a comprehensive summary and key notes, maintaining high standards of accuracy throughout the process. I guarantee timely delivery of the documents while maintaining clear communication to address any specific requests you may have. Will these documents need to adhere to any particular formatting or regulatory standards for your mortgage application?
$140 USD in 7 days
5.3
5.3

With a strong background in accounting and financial statements, I understand the importance of delivering accurate and professional documents like the signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC. Could you please provide the specific timeframe you require these documents to be completed by? Regards, CA. Swati Jain, CPA
$100 USD in 2 days
4.8
4.8

September 08, 2026 Hello I'm 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, catchup & cleanu, error fixing and accounting software migration. I also hold an MBA, and my skills align well with your accounting needs. Kind regards Md. Altas Uddin
$140 USD in 7 days
4.8
4.8

Hello I can assist you in preparing accurate, professional, and mortgage-ready 2026 year-to-date financial statements for Adept Operations Group LLC, including the required Profit & Loss Statement and Balance Sheet. I will prepare the statements using cash-basis accounting, ensuring transactions are properly classified and the figures are presented clearly. I’ll also include a concise summary and key notes with the Balance Sheet. Accuracy and professional presentation are my priorities, especially for documents being submitted to a mortgage lender. I can deliver the completed statements in polished PDF format. Thanks Brian
$100 USD in 3 days
4.2
4.2

Hello, I can prepare the 2026 YTD cash-basis P&L and balance sheet in a professional PDF format, including reconciliation and key notes. I’m detail-oriented and can ensure the statements are accurate and ready for review and signing. I can start immediately.
$56 USD in 1 day
4.0
4.0

With 7 years of optimizing financial processes for small businesses, I am well-equipped to prepare your Profit & Loss Statement and balance sheet that aligns with your loan requirements. My strong familiarity with cash basis accounting along with my proficiency in platforms like NetSuite, Xero, and QuickBooks guarantees accurate and signed PDF documents that accurately communicate your financial standing. In addition to producing precisely detailed financial statements, my services go beyond simple reporting. I bring value-added insights and actionable recommendations backed by a keen understanding of how organizations, like yours, work financially and operationally. I consistently ensure compliance and understand the critical nature of such documents for a mortgage application - any inaccuracies can lead to delays or even rejections. Partnering with me means entrusting this crucial task to a seasoned freelancer who is experienced in guaranteeing precision, meeting tight deadlines, and prioritizing client satisfaction. Choose me for a seamless, stress-free process that truly empowers your business!
$140 USD in 7 days
3.7
3.7

Hi , ➡️ I read your project description , you want to obtain a signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC to secure a mortgage? ⏺️ I specialize in preparing professional financial statements using cash basis accounting with high accuracy and attention to detail. I will develop a comprehensive P&L statement and a detailed balance sheet with necessary summaries and key notes, delivering the final signed documents in a professional PDF format suitable for loan applications. Regards, Muhammad Sabir
$150 USD in 6 days
3.4
3.4

Hi, I read the project brief, and I am confident I can help prepare your 2026 year-to-date P&L statement and balance sheet for your mortgage application. I’m comfortable with cash basis accounting and preparing clear, accurate financial statements in professional PDF format. Do you have the required YTD period and source financial records ready? Please text me over the chats so we can discuss the project further.
$140 USD in 3 days
3.2
3.2

As an accomplished finance professional with expertise in accounting and financial reporting, I am confident that I have the necessary skills required to create and deliver the profit and loss statement and balance sheet for your mortgage application. Over the past 5+ years, I've honed my abilities in maintaining accurate financial records and producing meaningful reports that enable informed decision-making. My profound experience with cash basis accounting, QuickBooks Online, Excel, and other relevant software means I can efficiently generate the P&L statement you need in PDF format, comprehensively covering your financial performance till present. Additionally, balancing and providing notes on balance sheets are tasks ingrained in my routine, ensuring their professional quality. My passion for efficiency and attention to detail further elevate my service provision. Accuracy is not negotiable to me hence rest assured that every aspect from data entry to categorization will be handled meticulously. Furthermore, I understand the importance of confidentiality in handling sensitive financial information; I hence guarantee the security of your company's data throughout this process. Choose me today and submit a mortgage application with professionally prepared documents to bolster your chances of success!
$170 USD in 7 days
3.3
3.3

I can prepare a professional, mortgage-ready 2026 year-to-date Profit & Loss Statement and Balance Sheet for Adept Operations Group LLC, using cash-basis accounting and ensuring the figures are accurate, consistent, and clearly presented. Thank you for considering my proposal. I have gone through the requirements in detail. I will prepare the YTD P&L in PDF format, along with a balance sheet containing a clear summary and relevant notes. I’ll review the underlying financial data carefully, reconcile the statements, and ensure the presentation is suitable for mortgage documentation. The final documents will be professionally formatted and ready for signing. I have uploaded samples similar to this project completed by me earlier in my profile for your reference. With 10+ years of experience, Chartered Accountant (ICAI) and CPA, I bring strong expertise in financial statements, accounting, reconciliations, and financial reporting. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion Please share the 2026 YTD transaction/accounting records and any lender-specific format or requirements. I can start promptly.
$70 USD in 2 days
2.9
2.9

Cayce, United States
Member since Sep 8, 2026
₹600-1500 INR
₹600-1500 INR
$250-750 CAD
₹1000-2500 INR
$30-250 USD
₹1250-2500 INR / hour
$250-750 USD
$15-25 USD / hour
₹750-1250 INR / hour
$15-25 USD / hour
$250-750 USD
$250-750 USD
£20-250 GBP
$250-750 USD
₹12500-37500 INR
$250-750 USD
₹12500-37500 INR
₹1250-2500 INR / hour
$2-8 AUD / hour
$15-25 USD / hour