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Rakhi Vasavada
Rakhi Vasavada, Financial and Legal Consultant
Category: Finance
Satisfied Customers: 2574
Experience:  Graduated in law with Emphasis on Finance and have have been working in financial sector for over 12 Years
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I'm an Accountant in need of financials. I have

Customer Question

I'm an Accountant in need of financials. I have completed the bookkeeping for 2014 but in need of a CPA to review
Submitted: 1 year ago.
Category: Finance
Expert:  PDtax replied 1 year ago.

Hi from just answer. I'm PDtax, and can assist. i am a CPA.

What do you need done for your financials, and when do you need it?

Customer: replied 1 year ago.
I need a cover letter from a CPA for audited financials as opposed to the compilation report
Customer: replied 1 year ago.
Can you talk anytime tomorrow, if so let me know when and I will call you. Thanks
Expert:  PDtax replied 1 year ago.

I don't quite understand. Do you need an audit opinion letter for financials you want to issue?

Customer: replied 1 year ago.
that's the type of letter needed. Thanks so much.
Expert:  PDtax replied 1 year ago.
I'm sorry, but you won't be able to get that letter unless the issuer actually audits the records. And the price for that work will be substantial, and take some time to complete.
I will opt out.
Customer: replied 1 year ago.
Thanks
Customer: replied 1 year ago.
Thanks but I think there is a misunderstanding, I want to pay for an audited Financials with am opinion letter. Our budget is $2,500. But thanks for your help. Will resubmit to another Accountant. Thanks again
Expert:  PDtax replied 1 year ago.

Hi again. PDtax here. Site management asked me to follow up.

What kind of business is this, and for what fiscal year do you need an audit opinion?

Customer: replied 1 year ago.
It"'s a women's shelter
Expert:  PDtax replied 1 year ago.
it's a 501(C)(3) receiving grant funds. Do you also need to do a tax return?
Customer: replied 1 year ago.
it is..no taxes are complete
Expert:  PDtax replied 1 year ago.

Is it possible to review last year's financials and return?

I will post an offer for $5 that sets up a private link to review your project. With that link, you can send the documents, and I can at least see if this is a project that makes sense to try and do this way.

Expert:  PDtax replied 1 year ago.
Good morning. PDtax again.
I see my offer was not accepted. Without last year's documents, a decision about working for your business can't be made.
Thanks for the opportunity to review your request. I must opt out. There are other CPAs available through the site who can review your proposal and assist.
PDtax

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