Chartered Accountant Report Verification
Budget: $150 – $300 AUD
I need a registered chartered accountant to cross-check my personal report covering December 2023 through today. You will have direct access to the source documents—income statements, bank statements, retirement-account balances, and records of all transfers—so every figure can be traced back and confirmed.
Scope
• Reconcile reported income, expenses, assets, and debts against the supplied originals.
• Flag any discrepancies or missing supporting evidence.
• Produce a single, easy-to-read summary table that captures my current financial position with moderate detail: headline totals plus the key breakdowns a lender, advisor, or auditor would expect.
Deliverable
1. Reconciliation workbook (Excel or Google Sheets) showing your verification trail.
2. Summary table, clearly labelled and ready for presentation.
3. Short commentary highlighting any data gaps or actions required to achieve 100 % accuracy.
Please let me know your expected turnaround time and the professional designation under which you are registered.
Scope
• Reconcile reported income, expenses, assets, and debts against the supplied originals.
• Flag any discrepancies or missing supporting evidence.
• Produce a single, easy-to-read summary table that captures my current financial position with moderate detail: headline totals plus the key breakdowns a lender, advisor, or auditor would expect.
Deliverable
1. Reconciliation workbook (Excel or Google Sheets) showing your verification trail.
2. Summary table, clearly labelled and ready for presentation.
3. Short commentary highlighting any data gaps or actions required to achieve 100 % accuracy.
Please let me know your expected turnaround time and the professional designation under which you are registered.
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