Umair A.

I am a licensed U.S. Certified Public Accountant (CPA) and the founder of Umair AK CPA LLC (DBA: UAK CPA), with over 15 years of experience providing accounting, audit, financial reporting, and advisory services to businesses, nonprofits, startups, and individuals throughout the United States.

I specialize in delivering practical financial solutions that help clients meet compliance requirements, obtain financing, improve financial reporting, and make informed business decisions.

Services Offered

Audit/Review/Compilation and Agreed Upon Procedures

1. Audit, Review & Compilation Services (Commercial and Non-profits 501c3)
2. Agreed-Upon Procedures (AUP)
3. U.S. GAAP financial statement preparation and reporting

CPA Letters & Certifications:
1)Investor Accreditation (Rule 506(c))
2) Mortgage and refinancing purposes (Ownership/income verification, expense ratio, P&L etc.)
3) State licensing requirements
4) NMLS applications
5) Contract bidding requirements
6) Regulatory and compliance matters
7) Financial condition confirmations

Financial Modeling & Analysis

1. Financial projections and forecasting
2. Budget and Cash flow projections or modeling
3. Business plans and lender packages
4. Ratio and trend analysis
5. Debt covenant calculations
6. Pro forma financial statements
7. Quality of Earnings (QoE) support

Fractional CFO & Advisory Services

1. Financial oversight and reporting
2. KPI development and monitoring
3. Strategic financial planning
4. Lender and investor reporting
5. Financial due diligence support
6. Process improvement and financial controls

Why Clients Hire Me

1. Licensed U.S. CPA and owner of a CPA firm
2. 15+ years of accounting, finance, and audit experience
3. Extensive experience with GAAP-compliant financial reporting
4. Experience working with lenders, investors, attorneys, and regulators
5. Responsive communication and timely delivery