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I need a CPA to prepare an expense ratio letter for my S Corporation. This letter is required for a loan application and should cover the last fiscal year. Requirements: - Official CPA letterhead - Accurate expense ratio calculations - Detailed breakdown of expenses - Professional wording and format 1. On their letterhead 2. State the percentage of the business you own. 3. State when the business was started 4. State what the Business operating expense ratio is. 10% 5. State the business name 6. Must be signed and include there License # Ideal Skills: - Certified Public Accountant (CPA) - Experience with S Corporations - Familiarity with loan application requirements - Strong financial documentation skills
Project ID: 40713447
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25 freelancers are bidding on average $388 USD for this job

As a seasoned Certified Public Accountant with extensive experience working with S Corporations, I am well-versed in the intricacies of preparing the type of expense ratio letter you require. My knowledge of loan application requirements and previous success in generating financial documentation that consistently meets high standards will be invaluable in this project. I guarantee precise calculations, a comprehensive breakdown of expenses, and overall attention to detail topped with a touch of professional finesse. Beyond being an expert in my field, my primary objective is client satisfaction. Choosing me means choosing not just a qualified CPA but also a partner who will prioritize your unique financial needs and objectives. I understand the sensitivity and confidentiality of your financial information; rest assured that your data will be handled securely throughout the process. In conclusion, my skills span bookkeeping, financial analysis, tax preparation and more. With me as your favored professional on this project, you can expect timely delivery, deep financial insights and gainsaying accuracy in every single detail. Don't leave this crucial step to chance – let's collaborate to ensure your loan application goes off without a hitch. I look forward to helping you secure your future through exemplary financial management.
$750 USD in 7 days
8.9
8.9

Hi, I can help you get this CPA expense ratio letter prepared correctly and professionally for your S Corporation loan application. One quick question before we begin: Do you already have the last fiscal year’s P&L, financial statements, or detailed expense records available for verification? I’m available to start immediately and can move quickly once the documentation is provided. Looking forward to helping you get this completed accurately and ready for your loan application. Best regards, Habib
$500 USD in 7 days
7.6
7.6

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

Hi, I can prepare a professional S-Corporation Expense Ratio Letter that meets your lender’s specific requirements and is presented in formal CPA documentation format. I have extensive experience with corporate accounting, financial statements, tax documentation, and lender-facing financial reports. I’ll ensure the figures are accurate, consistent with the underlying financial records, and presented clearly for loan underwriting. Please share the business details and the fiscal-year financials, and I can proceed. Best Regards, Faizan.
$350 USD in 7 days
6.4
6.4

Hi, I am a Chartered Accountant (ACCA) with 7 years of experience, ready to prepare the expense ratio letter for your S Corporation. I will ensure the letter includes all the required details: your business ownership percentage, the date the business was started, the operating expense ratio of 10%, and a detailed breakdown of expenses. Using my financial expertise and relevant tools like Excel, I will produce accurate calculations and present them on official CPA letterhead with professional wording. I will meet your deadline and maintain clear communication throughout the project to ensure all requirements are met. To confirm, could you provide me with your business name and the specific ownership percentage?
$500 USD in 7 days
5.3
5.3

Greetings, I have extensive experience preparing CPA letters for S Corporations, including detailed expense ratio calculations required for loan applications. In particular, I specialize in providing accurate breakdowns of expenses on official CPA letterheads. With a background in working with S Corporations and strong financial documentation skills, I am confident in meeting your specific requirements for the expense ratio letter. My past work includes assisting S Corporations in successfully securing loans by providing comprehensive financial statements. Should you require samples of similar projects I have completed, I would be happy to share them upon request. To ensure I tailor the expense ratio letter to your exact needs, could you kindly clarify if there are any specific expense categories you would like emphasized? I look forward to the opportunity to discuss how I can assist with your S Corporation's expense ratio letter further. Regards, CA. Swati Jain, CPA
$290 USD in 5 days
4.9
4.9

I can surely assist with preparing and organizing the financial information needed for your CPA expense-ratio letter. I understand that this is for a loan application and that the final letter must be professionally prepared on official CPA letterhead, signed, and include the CPA’s license number. I have experience with financial documentation, business records, and detailed financial analysis, and I can help organize the relevant fiscal-year expenses, calculate and verify the expense ratio, and prepare the information in a clear format for review by your licensed CPA. However, I want to be transparent that I am not a licensed CPA, so I cannot represent myself as one or provide a signed CPA letter/license number. The final certification would need to come from a currently licensed CPA. If you already have a CPA who will review and sign the documentation, I can help prepare the underlying calculations and supporting material accurately and professionally. Thank you
$500 USD in 7 days
4.2
4.2

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$250 USD in 1 day
3.8
3.8

Hi I can surely assist you in preparing an accurate and professionally structured expense ratio letter for your S Corporation, tailored to the requirements of your loan application. I’ll organize the last fiscal year’s financial information into a clear expense breakdown and calculate the operating expense ratio accurately, while incorporating the required business name, ownership percentage, business start date, and stated 10% operating expense ratio. The final letter will be professionally formatted on the CPA’s official letterhead and include the required signature and license number, subject to the CPA reviewing and certifying the underlying financial information. I’ll ensure the wording is clear, formal, and suitable for submission to a lender, with all figures and statements supported by the provided records. I am available to start working on the project. Let’s discuss the project details and finalize the scope of work. 1. Can you provide the business name, ownership percentage, start date, and last fiscal year financial records? 2. Does the lender have a specific template, wording, or additional requirements for the CPA letter? Thanks
$250 USD in 1 day
3.2
3.2

Greetings! I can prepare your S Corporation expense ratio letter for the loan application, covering the last fiscal year. It will be on official CPA letterhead, state your ownership percentage, the business start date, the business name, and the operating expense ratio of 10 percent, with a detailed breakdown of expenses and professional wording. The letter will be signed and include the licence number. Happy to discuss your details and get started. Thanks, Revival
$250 USD in 7 days
2.0
2.0

Hello! I can help prepare a precise, professional expense-ratio letter including ownership percentage, business start date, company name, expense ratio, and supporting expense breakdown. The final document can be structured on the CPA’s official letterhead and include the CPA’s license information and signature once verified by the licensed professional. With strong experience in B2B Lead Generation, Excel, QuickBooks, and Data Automation, I provide accurate, efficient, and well-organized solutions tailored to your business requirements. My Expertise: B2B lead generation, targeted prospect research, data collection & cleaning, Advanced Excel, formulas, dashboards, PivotTables, data analysis, VBA/Macros, Google Sheets, QuickBooks bookkeeping, transaction management, reconciliations, income/expense tracking, and financial reporting. I also specialize in data automation and workflow optimization, helping businesses reduce repetitive manual tasks and improve overall efficiency. You’ll receive clean, accurate, fully editable, and well-structured work, with clear communication, attention to detail, and reliable delivery. Portfolio: https://www.freelancer.com/u/muhammadj121 Best regards, Junaid
$250 USD in 5 days
2.2
2.2

YOU'RE NOT JUST HIRING A FREELANCER. YOU'RE CHOOSING THE OUTCOME. Having successfully prepared financial documentation for major clients like Microsoft and Amazon, I understand the precision required for official CPA letters. Recently, I created a comprehensive expense ratio letter for an S Corporation that secured a significant loan, ensuring all calculations were accurate and detailed per the lender's requirements. With extensive experience working with S Corporations, I am well-versed in the nuances of financial reporting and loan application criteria. My background with global companies has instilled a high standard of professionalism and attention to detail. I fully grasp your need for an accurate, professional expense ratio letter that meets specific requirements. I will provide a detailed breakdown of expenses, ensure the correct operating expense ratio of 10% is clearly stated, and present the information in a polished format on official letterhead. I prioritize clear communication and timely updates, ensuring a smooth process from start to finish. My focus is on delivering a solution that not only meets your immediate needs but also supports your long-term success. You can trust my expertise to deliver a meticulous expense ratio letter that strengthens your loan application. The strongest projects succeed because they start with the right plan, process, and execution. Regards Patrick
$400 USD in 7 days
1.1
1.1

I can prepare the CPA expense ratio letter for your S Corporation. To ensure you get what you need, how about a free consultation first? This way, you’ll see the value I can provide, even if we don’t move forward. One common issue with these letters is incorrect expense ratios, which can delay your loan application. If the ratio isn't accurate, you risk losing funding or facing scrutiny from lenders. I'd start with a detailed review of your financials to confirm the operating expense ratio and ensure all calculations are spot on. After that, I'd draft the letter on official letterhead, covering all your requirements. I routinely handle such documents, and revisions are part of my process to ensure everything meets your expectations. What’s your deadline for this letter, and do you have any existing financial documents I should review?
$350 USD in 7 days
0.0
0.0

Hi, I can assist with preparing a professional expense ratio letter for your S Corporation, including the ownership percentage, business start date, business name, 10% operating expense ratio, detailed expense breakdown, and loan-application-ready wording. I’ll ensure the document is accurately formatted and includes the required CPA letterhead, signature, and license number. I’m ready to get started.
$650 USD in 1 day
2.0
2.0

Hello, I’d be happy to assist with preparing the financial analis and documentation for your S Corporation’s expense ratio letter. I have professional experience in accounting, bookkeeping, audit, financial statement preparation, reconciliations, and Excel-based financial analysis. I can carefully review your last fiscal year’s financial records and accurately calculate and verify the 10% operating expense ratio. I can provide: • Detailed expense breakdown • Accurate expense ratio calculations • Reconciliation with the financial statements • Clear supporting calculations • Professional loan-application wording and formatting • Business name, ownership percentage, and business start date included as required I understand that accuracy is especially important for loan-related financial documentation. I will carefully review the figures and ensure the calculation is clear, consistent, and properly supported. Please provide the last fiscal year’s financial statements or expense records and the required business details. I’m ready to start immediately. The final CPA letterhead, signature, and license number can be completed by the appropriately licensed CPA as required by the lender. Thank you. I look forward to working with you.
$380 USD in 7 days
0.0
0.0

Hello, I am a qualified Chartered Accountant with 5+ years of experience in financial reporting and ratio analysis for S-Corporations, and I can prepare your lender-ready expense ratio letter on official CPA letterhead with business name, ownership %, start date, 10% operating expense ratio with detailed breakdown, signature and License # - could you please share last fiscal year's P&L to verify the 10%, your exact business name/start date/ownership %, and if your lender has a specific template?
$500 USD in 7 days
0.0
0.0

?IF YOU'RE NOT HAPPY, YOU DON'T PAY.? Recently, I helped a client secure funding by preparing accurate financial documentation for their S Corporation. I can help you create the precise expense ratio letter needed for your loan application. Your requirements for an official letterhead, accurate calculations, and a detailed breakdown will be met with a clean and professional format. I understand the importance of clearly stating ownership percentage and operational details, ensuring every aspect aligns with loan application standards. I have extensive experience outside of freelancer, but I am new to Freelancer! My expertise in financial documentation and CPA qualifications will ensure you receive accurate and reliable support. Regards, MORNE.
$250 USD in 14 days
0.0
0.0

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