GAAP Financial Review Assessment

Evaluate review readiness, estimate turnaround SLAs, and receive an official fee quote.

Business Context & Target SLA Window

Company Legal Name *

Contact Email *

Engagement Type

Reporting Period

Fiscal Year End

Target Completion SLA Window

Standard turnarounds: 8–13 business days for Simple/Standard entities; 14–21 business days for Complex entities. SLA timing begins after all complete PBC documents are provided and applicable readiness remediation has been completed.

Entity Profile & Complexity Classification

Review the standalone profiles below to select the option that matches your entity structure and activity.

True Inception Entity $900 Base Fee

Formed within past 3 months OR early stage with minimal activity (<$5k total lifecycle expenses). Expedited <5 business day SLA.

Simple Operating

$2,000 Base Fee

Single Entity: 0 subsidiaries
Debt: Up to 2 third-party debt instruments
Leases: Up to 2 operating leases
No SAFEs / convertible notes

SLA: 8–13 Days

Standard Operating

$3,200 Base Fee

Subsidiaries: HoldCo with up to 1 active operating sub
Inventory: Inventory (immaterial)
Debt: 3–6 third-party debt instruments
Leases: 3–5 active operating leases
Equity/Capital: SAFEs, notes, equity incentive plans
Fixed Assets: Limited asset classes, routine additions/disposals, straight-line depreciation, no significant impairments or unusual estimates

SLA: 8–13 Days

Complex Entity

$5,500 Base Fee

Subsidiaries: 2 active operating subsidiaries (multi-entity consolidation)
Inventory: Complex multi-location inventory
Debt: More than 6 third-party debt instruments
Leases: More than 5 active leases
Equity/Capital: SAFEs, notes, equity incentive plans, or warrants
Fixed Assets: Multiple asset classes/entities, significant additions/disposals, capitalized software or construction-in-progress, impairments, component depreciation, or judgment-heavy useful lives/estimates

SLA: 14–21 Days

Custom Quote Required Manual Scope

Select this if you have 3 or more active operating subsidiaries requiring full multi-entity consolidation or special custom requirements.

Financial Infrastructure Diagnostic

Review readiness flat fees assume review-ready accounting records. Rate your record completeness below to establish your Review Readiness Action Plan.

1. Accounting System & Ledger Setup

2. Account Reconciliations (Bank, Cards, Loans)

3. Cap Table & Equity Records Reconciliation

4. Supporting Balance Sheet Schedules

5. Internal Accounting Responsibility & Response Capacity

Assessment Summary

Review Readiness Score: 100% - Review Ready

Assigned Entity Tier: Not selected

Target Turnaround SLA: 8–13 Business Days (Standard)

Calculated Review Fee: $0

Readiness Interpretation

Document Upload Instructions

Upon submitting this assessment, you will receive an instant email containing your official quote summary along with a direct link to your secure Google Drive client upload folder to attach your P&L and Balance Sheet.

Review Readiness

100% Review Ready

Assigned Tier Not selected

Estimated Review Fee $0

Turnaround SLA Window 8–13 Days (Standard)