The tools we wished we had in the filing seat.

62 sections across Reg S-X, Reg S-K, and interim US GAAP. Every citation validated against primary sources. Live score, reasoned N/A, save progress. Free on screen.

190 items across Form 10-K, Reg S-K, Reg S-X, and annual US GAAP. Scoped to your company profile and filer status, every citation validated against primary sources. Free on screen.

Enter your fiscal year end and filer status, get every 10-K, 10-Q, and proxy deadline for the next 15 months, with weekend rolls and NT extension dates. Download as a calendar file.

Paste two comparative P&L periods, get instant variance math plus AI-drafted MD&A explanations that never invent a driver.

Work backward from your meeting date: every proxy, broker-search, and notice deadline with holiday rolls, plus .ics export.

Runway measured to the ASC 205-40 one-year-from-issuance horizon, with substantial-doubt screening and management-plans logic.

Item 404 and ASC 850: who counts, what crosses the threshold, and what your proxy and footnotes must say.

ASU 2020-06 world: does your note carry an embedded derivative that must be bifurcated, or not.

ASC 280 with ASU 2023-07: quantitative thresholds, aggregation, the 75% test, and single-segment disclosures.

The five-step model on your actual contract: gross vs net, SSP allocation, and timing red flags.

Embedded-lease test plus ROU asset and lease liability computed to the cent, with the amortization walk.

Operating, investing, or financing: the classification calls that trigger restatements, answered line by line.

Offer, classification, and separation mechanics for finance teams, with state-law cautions.

A structured, defensible review framework for finance functions: criteria, ratings, and documentation.

Turn any plan into a quantified failure register. Ranked risks, kill-criteria, leading indicators. And a hard verdict: proceed, guardrails, or fix first. Decide on evidence, not optimism.

The deep cash tool: net burn, compounding runway, burn multiple, 24-month projection, and a 2,500-run Monte Carlo (p10/p50/p90). Solves the least-painful cuts and the minimum raise. And when to start.

Absorption costing, overhead allocation, and break-even done for you. Product or service. Then a hard verdict: price here, too cheap, too expensive, or walk away. Every figure shows its work.

The units and revenue you need to stop losing money. And what it takes to hit a profit target. Contribution margin in plain English.

Do your customers make money? LTV, the LTV:CAC ratio investors check, and CAC payback period. Scored against the 3:1 bar.

How long cash is trapped between paying suppliers and getting paid. DSO, DIO, DPO. And whether you're in the rare negative-cycle position.

Raising prices? See the profit impact and exactly how many customers you can afford to lose and still come out ahead.

Raising on SAFEs? See in plain numbers how much of your company you'll actually keep after they convert. Including the option-pool shuffle founders forget. We explain what a SAFE is, then do the real math, with the CFO read on every result.

Your P&L says profit but the bank account is empty. This finds exactly where the cash went (receivables, inventory, owner draws, loan repayments), ranks the culprits, and names the one fix. The most universal owner problem, diagnosed in plain English.

Splitting equity with a co-founder? Weigh what actually matters, score each founder, and get a fair, contribution-weighted split. Plus vesting, dilution, and who-decides-what. Real cap-table math, with the structured conversation to have before you sign.