Aldo L.

I’m a CPA licensed in Illinois & Georgia. My firm is peer-reviewed and authorized to issue audits, reviews, compilations, AUPs, and SOC reports. I blend rigor from Alvarez & Marsal (CFO Advisory) and public-company FP&A at REPAY with data automation to deliver clean, defensible workpapers and reports. Focus areas: • GAAS audits, SSARS reviews/compilations (bank/lender-ready packages) • SOC 1/SOC 2 readiness, TSC mapping, evidence collection (Type I/II support) • AUPs & verification letters: revenue, proof-of-funds/income, SBA/immigration • SEC support: 10-Q/10-K tie-outs, MD&A, earnings supplement & investor deck • Forecasts & modeling: driver-based forecasts, cash flow, scenarios • Crypto (wallet verification, policies), R&D (Form 6765) packages • Cost segregation coordination → depreciation schedules & reporting Systems & automation: Excel (advanced), Power BI, Power Query, SQL, Python, Planful, NetSuite, SAP, Workday, MS Dynamics, QuickBooks, Xero. I’ve supported clients at Alvarez & Marsal, in tech/fintech, and in public-company environments—combining technical accounting with scalable, automated processes. Today my focus is audits, reviews, compilations, SOC, AUPs, and lender/regulator-ready reporting. Let’s connect to discuss how I can support your business.