U.S. CPA Needed for Reviewed Financial Statement – Mortgage Broker License Compliance
I’m looking for a U.S.-licensed CPA to prepare a Reviewed Financial Statement (not audited) for submission with my mortgage broker license application in Wisconsin. This is a one-time engagement with a quick turnaround preferred.
My company, Murray Mortgage Solutions, is a licensed mortgage brokerage operating out of Michigan and expanding into Wisconsin.
What You’ll Get:
- Fully organized internal books in Excel (cash basis, clean and categorized)
- Bank and expense records as needed
- No employees or complex operations—this is a small, well-managed firm
What’s Required:
- Must be a licensed CPA in the United States
- Must provide a Reviewed Financial Statement (not a Compilation or Audit)
- Experience with NMLS or mortgage licensing is a plus, but not required
- Deliverable should comply with SSARS (Statements on Standards for Accounting and Review Services)
I’m open to fixed-fee proposals—ideal budget is $100–$200. If you’re efficient and familiar with SSARS-compliant reviews, this should be straightforward.
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