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accounting forensic audit of estate trustee's books

$250-750 USD

Closed
Posted over 5 years ago

$250-750 USD

Paid on delivery
I am beneficiary of 2 investments in my deceased husbands trust. Those 2 investments were to pay me monthly payments the remainder of my life. Both investments have stopped and the trustee is not talking since 2015. -0- income to me. I would like to know what documents should I ask for in a forensic audit. In the accountant's summary of my husband's trust the CPA stated: The trustee has elected to omit substantially all required disclosures. If the omitted disclosures were included, they might influence the user's conclusions about the trust's assets and liabilities and changes therein.
Project ID: 18496743

About the project

9 proposals
Remote project
Active 5 yrs ago

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9 freelancers are bidding on average $381 USD for this job
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Hi, as you describe that you are a beneficiary of 2 investments in your deceased husbands trust. Those 2 investments were to pay you monthly payments the remainder of your life. Both investments have stopped and the trustee is not ta... Read More kindly discuss details regards Rashid .
$250 USD in 3 days
4.9 (815 reviews)
8.4
8.4
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Hey, I have gone through the project description and I can handle your task very well. You can check my profile, I am an experienced freelancer with more than 350 positive reviews from my clients living across the globe and I assure you that I won’t disappoint you with my work. Please message me so we can discuss about it more. Thank you! Jennifer
$250 USD in 3 days
4.8 (295 reviews)
7.7
7.7
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Hi! It would be my pleasure to complete this project in a timely fashion and surpass your expectations. I enjoy collaborating and running with ideas from others. My skill-set includes a genuine passion for storytelling, a refined ability to flesh out concepts, find places for plot points, a have a knack for finding ways to enhance readability, and I NEVER use run-on sentences. Except for here. I would very much enjoy the challenge of writing a story for you. Thanks!
$250 USD in 10 days
4.8 (368 reviews)
7.5
7.5
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Greetings! I am qualified accountant and law graduate with nine years of experience in accounts and forensic auditing. Please PM to discuss further. Thank you.
$366 USD in 3 days
4.9 (54 reviews)
5.9
5.9
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With more then seven years of experience as a freelancer. I also have five years of experience of (WKPM) world largest fourth number Accounting firm. My qualification is (C.A) now I am doing (ACCA) having seven years of experience in Accounts and finance. I have strong grip on Australia, America, USA, New Zealand, Singapore and all other Europeans states Markets Research. I am expert in: - Making financial statements. - Excel Financial models. - Excel Automation. - Excel Reporting systems. - Excel calculators. - Excel dashboards designing. - Statistics & Economics. - Statistical analysis ( R, Spss, Excel). - Business plans. - Market Research. - Financial Dashboards. - Financial statements. - Tax and Auditing. - Balance sheets. - Book keeping. - Accountancy. - Cost Management. - Balance sheets. - cash flow projections. - Accounting. - Mathematics. - Business And management. - Accounting Assignment. - Ratio Analysis. - Linear & Multiple Regression. - Financial Analysis. I can deliver you 100% guareented work, you can check your work before releasing the payment. I am a professional worker and I can not take any project until I can not be assured 100%. In writing services I can deliver you Turn it report as well. Once check my profile and portfolio. Thanks.
$250 USD in 1 day
4.6 (69 reviews)
5.9
5.9
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Please review my profile as i have relevant skills and experience required for this project. Kindly send me a message to discuss further. Thanks, Asad Khan
$672 USD in 10 days
5.0 (11 reviews)
4.1
4.1
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Combined twenty years of accounting, analytical and project management experience.  Enthusiastic, proactive and accomplished successful roles within the financial services sector.  Firstly, its a lawyer you need to obtain the relevant documents from the trustee. If your able to obtain those, I would be happy to assist in examining the investment portfolio.
$555 USD in 350 days
5.0 (1 review)
1.3
1.3
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GOOD AFTERNOON, I CAN CARRY OUT THE PROJECT REQUIRED IN 2 DAYS. I HOPE TO BE SELECTED AND THAT WE CAN COLLABORATE TOGETHER! FOR YOUR ATTENTION, THANK YOU VERY MUCH. GREETINGS.
$388 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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I have experience in BIG 4 (KPMG) as an external auditor. During my career in KPMG I have been a audit supervisor in several industries such as Construction, Transportation, Agriculture, FMCG, Retail, Oil& Gas and etc. I have audited International Clients like Carlsberg Group (Baltika Baku), Lukoil, Statoil, etc. During these periods I have gained huge experience in auditing and consultancy. Later I shifted to Head of Reporting and Budgeting position where I have implemented budgeting and reporting system from zero. Currently working as Deputy head of Group Internal Auditor in a Group of over 20 entity. Audit of all entities are controlled and reviewed by me. It is almost 2 years I am officially ACCA member and 3 months CIA (Certified Internal Auditor) member. ACCA ID: 265815 6. CIA ID: 164647 I can provide financial reporting, bookkeeping, management consulting, audit and financial analysis.
$444 USD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
San Anselmo, United States
0.0
0
Member since Jan 10, 2019

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