You prepared the 10-Q or 10-K yourself. Before you press file, a US CPA who has led finance and accounting for a US-listed public company for 10 years reads it the way the SEC and your investors will: disclosure gaps, MD&A weak spots, numbers that do not tie, comment-letter triggers. You get a marked-up document and a prioritized issue list in 3 business days for a 10-Q, 5 for a 10-K.
Pay online, upload your draft, receive the review. No demo, no discovery call, no proposal deck.
The gap this closes, in one paragraph.
Most small filers have exactly one person who really reads the document before it goes to EDGAR: the person who wrote it. Your auditor reviews the financial statements, not your MD&A, not your Item 4 language, not whether your risk factors still match your business. Your filing agent converts and tags; they do not judge. This service is the missing step: an independent senior read of the whole document, priced like a product, delivered on a deadline you can plan around.
The whole flow is digital. Humans get involved only if something needs discussing, and that happens after you already have the deliverable.
After delivery, if anything in the issue list needs discussion, you can book one optional 15-minute clarification call. That is the only call in the process, it is included, and it only exists after you have the work in hand.
Crisp boundaries keep the price fixed and the turnaround honest.
| Included in every review | Not included, by design |
|---|---|
| Disclosure completeness against current 10-Q/10-K requirements for your filer status (Reg S-K and S-X items, cover page, exhibits, certifications) | An audit, a review under SAS or PCAOB standards, or any form of assurance on your financial statements |
| MD&A quality: results discussion vs boilerplate, liquidity and going-concern language, known-trends coverage, non-GAAP presentation red flags | Legal advice, securities law opinions, or drafting your document for you |
| Financial statement tie-outs: statements to notes, notes to MD&A, current period to prior filings, cover-page data to the document | XBRL tagging or tag remediation (we flag sanity issues; your filing agent fixes tags) |
| Common SEC comment-letter triggers for companies like yours, flagged with the reason each one attracts staff attention | Bookkeeping, close work, or preparing schedules that should come from your ledger |
| XBRL sanity flags: signs, scale, obviously wrong or missing dei and primary financial statement values visible in your proof | Guarantee of no SEC comments. Nobody can sell you that, and anyone who implies it should worry you |
Built for the filer profile that has no natural second reviewer.
Not sure where your draft stands? Run the free 10-Q Disclosure Assessment first, it is the self-serve version of the completeness portion of this review. Filing late or about to? Read what a late filing actually costs and how Form NT 12b-25 works.
The price on this page is the price. Pay by card and the clock starts when your draft lands.
If yours is not here, use the contact form.
Yes and yes. Unfiled drafts are treated as material nonpublic information: stored in a private workspace, never shared, deleted on request after delivery. A mutual NDA is available on request before you upload; send yours or ask for ours through the contact form. The reviewer is a practicing public-company officer and handles MNPI under the same discipline every quarter.
No. This review is a consulting service and does not impair your auditor's independence; we are not your auditor, we perform no attest work for you, and we take no management responsibility. Your auditor remains your auditor. If your audit committee wants a description of the service for its records, one is provided with the deliverable.
Two things. First, your own document returned with in-line markups and margin comments. Second, a prioritized issue list: items to fix before filing, items you should fix, and items to consider for next quarter, each with the reason and, where relevant, the rule or ASC reference behind it.
Word (.docx), PDF, or an EDGAR HTML proof from your filing agent. Word is best because markups land directly in your working file. Spreadsheets supporting the tie-outs are welcome but not required.
The fixed price covers a standard small-filer 10-Q or 10-K (roughly, a smaller reporting company document without specialized-industry statements). If your draft is materially outside that, you are told before the clock starts and can take a quoted price or a full refund, your choice.
On the first business day after your complete draft is uploaded. Business days are US business days. If the draft arrives before noon US Eastern, that day counts as day zero.
The review deliberately stops at identification, so it stays fixed-price and independent of your drafting. If you want hands-on help after seeing the issue list, that is scoped separately through the contact form, and anything already paid for the review is credited against it.
Fixed price. Three to five business days. No meetings unless you want the one at the end.
Start a 10-Q review, $1,500 Start a 10-K review, $2,500Recurring peace of mind instead of a one-off? Join the waitlist for the Filing Readiness Monitor. Cross-border consolidation in the mix? See India-US Cross-Border Finance. Weighing self-filing generally? Read DIY EDGAR filing vs a reviewed filing.