A US CPA who has led finance and accounting for a US-listed public company for 10 years runs your quarter: close calendar, disclosure checklist, financial statement preparation support, MD&A drafting with flux analysis, auditor and XBRL coordination, the certification package, and EDGAR filing coordination with your filing agent. $7,500 per quarter, fixed. You stay responsible for the filing; you stop carrying the whole quarter alone.
Digital onboarding: questionnaire, fixed-scope agreement by email, one structured kickoff call. That call is delivery, not sales.
Every public company has a 10-Q cycle. Not every public company has someone who can run one.
A 10-Q is not one task. It is a close that has to land on time, a disclosure checklist that has to be executed rather than skimmed, financial statements that have to tie to the ledger and to each other, an MD&A that has to explain the quarter instead of repeating it, an auditor review that has to be fed and managed, an XBRL proof that has to be read by someone who knows what wrong looks like, certifications that officers have to be able to sign honestly, and an EDGAR submission that has to happen before the deadline, not near it. In a large company that is a department. In yours it may currently be one overloaded person, or nobody.
This service is that department, rented by the quarter. One senior person runs the whole cycle against a working-backward calendar, your team feeds it inputs, and the document goes to your filing agent reviewed, reconciled, and on schedule.
Eight workstreams, all included, every quarter.
Want to see the checklist thinking behind workstream two? The free 10-Q Disclosure Assessment is the self-serve version. Not sure of your exact due date? Use the free SEC deadline calendar.
Your 10-Q is due 40 or 45 days after quarter end depending on filer status. Every date below is set from that deadline, in business days, before the quarter even closes. T-0 is filing day.
Exact dates are set per company in the kickoff call, from your due date, your auditor's timing, and your team's real capacity. The calendar is the deliverable your next controller will thank you for.
Crisp boundaries are what keep the price fixed and the calendar honest.
| Included every quarter | Not included, by design |
|---|---|
| Close calendar design and quarter-long management of it, including chasing the dates | An audit, an interim review under PCAOB AS 4105, or any form of assurance on your financial statements |
| Disclosure checklist execution against current 10-Q requirements for your filer status | Bookkeeping, transaction processing, or maintaining your ledger; your books stay yours and current |
| Financial statement preparation support: statements, notes, and full tie-outs from your trial balance | XBRL tagging itself; your filing agent or vendor tags, we review the proof and drive corrections |
| MD&A drafting, including quarter-over-quarter and year-over-year flux analysis | Legal advice or securities law opinions; disclosure judgment calls go to your securities counsel |
| Auditor review coordination: package assembly, PBC management, comment tracking to resolution | Signing certifications or the filing; your officers certify and your company files, as the law requires |
| Certification package and EDGAR filing coordination with your existing filing agent | The filing agent's fees, auditor's fees, or XBRL vendor's fees; those relationships stay directly yours |
Built for the company whose reporting function is smaller than its reporting obligations.
Fixed scope and a price on the page: normal everywhere else in business, overdue in SEC reporting. There is no reason this work should still be billed by the six-minute increment.
Complete the questionnaire below and you receive a fixed-scope agreement, or a short set of follow-up questions, by email, usually within one business day. No sales call exists in this process.
Answer the six questions below. You receive a fixed-scope agreement by email. The only meeting in the entire engagement is one structured kickoff call, and by then you are a client, not a lead.
If yours is not here, the questionnaire above is the fastest route to an answer in writing.
No. This is management-side consulting: we work for you, not for your auditor, we perform no attest work, and your officers retain all management responsibility, including review and approval of everything we draft. Your auditor reviews the same interim package they always would. If your audit committee wants a written description of the service for its records, one is provided at kickoff.
Read access to your general ledger or period-end trial balance exports, prior filings (public anyway), your existing close checklists and support schedules if they exist, and email introductions to your auditor's engagement team and your filing agent. Everything moves through a shared secure workspace. Unfiled drafts and your numbers are treated as material nonpublic information, handled under the same discipline a sitting officer applies to his own company's MNPI every quarter. A mutual NDA is available before you send anything.
The calendar absorbs it, because bad quarters are exactly why the calendar starts before quarter end. Complex issues get flagged early, memo'd, and routed to your auditor and securities counsel with time to react instead of on filing week. What the fixed fee does not cover is work that stops being a 10-Q cycle: a restatement, a Form NT, or a major transaction is scoped separately in writing before anyone starts, and you will hear that early, not on the invoice. Filing late anyway? Read how Form NT 12b-25 works and what a late filing actually costs.
Usually, yes. If your 10-Q due date is at least four weeks out, a compressed version of the cycle can generally be run, and the first full working-backward calendar lands the following quarter. If you are closer than that, say so in the questionnaire; the honest answer may be a triage plan for this filing and a proper start next quarter.
The Pre-Filing QC Review is the lighter option: you prepare the document, we read it once before EDGAR, from $1,500. This service is for companies where the problem is not review but production, when there is no one to run the quarter in the first place. Plenty of companies start with a review, see the issue list, and upgrade; anything paid for a review in the same quarter is credited against the first managed cycle.
The senior CPA described on this page runs every engagement personally: the calendar, the checklist, the MD&A, the auditor and vendor coordination. Nothing is offshored and nothing is delegated to juniors, which is also why capacity is deliberately limited to a small number of concurrent companies. If seats are full, the reply to your questionnaire says so and offers the next open quarter rather than a diluted service.
$7,500 per quarter, fixed. Transparent scope. One kickoff call, then a quarter that runs on a calendar instead of adrenaline.
Start the scoping questionnaireLighter need? The Pre-Filing QC Review reads a document you prepared, from $1,500. Useful either way: the free SEC deadline calendar and the free 10-Q Disclosure Assessment.