CPA-Reviewed Earnings Prep

Your narrative.
Controlled.
Before the call.

EarningsReady delivers audit-ready MD&A drafts, prepared remarks, and analyst stress-tests in 24 hours. From your raw data exports. No IT access required.

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★ Built by a former Big Four (Deloitte) CPA. Every output reviewed by a human before delivery.

DRAFT — CPA REVIEW PENDING
EarningsReady Deliverable Preview
Q3 Variance Risk Matrix — Confidential Draft
Line Item Budget Actual Variance Var%
Total Revenue $187.4M $203.1M +$15.7M +8.4%
Gross Margin 68.0% 65.2% -280 bps -2.8%
R&D Expense $18.2M $21.4M +$3.2M +17.6%
SG&A Expense $12.1M $13.8M +$1.7M +14.0%
Operating Income $41.3M $39.6M -$1.7M -4.1%
Defense: Simulated Analyst Q&A
HIGH "Gross margin declined 280 bps despite revenue outperformance — walk us thr..."
HIGH "R&D ran 17.6% above plan. Is this a structural cost shift or one-time..."
MEDIUM "You cited 'go-to-market investment' for SG&A variance. Which specific initi..."

+ 7 more questions with draft CFO responses

Your team spends 40+ hours per quarter on earnings prep. The analyst still finds the gap.

Most earnings exposure isn't from bad numbers. It's from a narrative that wasn't built to defend them.

One unscripted answer on a live call can move your stock more than a miss.

Three steps. One deliverable. 24 hours.

1

Send Your Data

You send raw exports: trial balance, budget vs. actual, prior quarter files. CSV or Excel. No system access, no IT involvement, no integration required.

2

We Build the Narrative

Our system parses the data, audits every variance against budget and prior periods, cross-references competitor filings, and drafts your MD&A narrative and prepared remarks. Every financial claim is source-cited to a GL code.

3

CPA Review. Delivered in 24 Hours.

A former Big Four CPA reviews every output before delivery. You receive an audit-ready deliverable with full source citations, prepared remarks, and optional analyst Q&A simulation.

Choose the level of coverage you need.

EarningsReady Narrative

The foundation. MD&A drafted, sourced, and CPA-reviewed.

  • Draft MD&A narrative
  • Prepared CEO/CFO remarks
  • Source-cited financial claims (GL code references)
  • Variance risk matrix
  • CPA review before every delivery
  • Annual: 3x 10-Q + 1x 10-K
Get Pricing

Defense is the package we always recommend. The Q&A simulation is where CFOs find out what they didn't know they didn't know.

Built for senior finance teams with something at stake.

Public Company CFOs

Mid-cap and small-cap public companies filing quarterly 10-Qs and annual 10-Ks. Earnings calls, analyst coverage, SEC-formatted narrative. Four cycles per year.

PE and VC-Backed Finance Teams

Growth-stage and PE mid-market companies with quarterly board meetings. No SEC filing required. Just a room full of partners who have seen 200 companies and are looking for your weak spots.

Standalone products. Available with or without a package.

EarningsReady Advisory

Monthly CFO and IR access between cycles. One hour per month for narrative strategy, ad hoc variance questions, or investor prep.

$500 – $1,500/month

Analyst Question Bank

The 10 hardest questions standalone, with draft responses. Built from your data and your competitors' most recent filings.

$1,500 – $3,000/quarter

Competitor Narrative Briefing

What your top 3 competitors said last quarter and where you're exposed. Line-by-line narrative comparison with risk flags.

$2,000 – $5,000/quarter

Board Deck Financial Narrative

The financial story section of your quarterly board deck. PE and private company focus. Data-backed, CPA-reviewed.

$3,000 – $8,000 flat

Built by someone who has done this work.

Built by a licensed Florida CPA and former Big Four (Deloitte) auditor with 10+ years in auditing and senior finance roles including Director of Finance for a 26-unit operation.

Licensed Florida CPA Former Big Four — Deloitte Director of Finance, 26-Unit Operation

Every deliverable includes a full variance risk matrix, source-cited MD&A narrative, prepared remarks script, and optional analyst Q&A simulation. Reviewed by a CPA. Every time.

Common questions.

No. You send raw data exports: CSV or Excel files from your ERP or accounting system. We do not touch your internal platforms. Zero IT involvement.
Your team writes what happened. EarningsReady stress-tests whether the narrative holds up when an analyst tries to find the gap. The Defense package includes a simulated Q&A that attacks your own numbers before anyone else does.
EarningsReady works for PE and VC-backed companies preparing for quarterly board meetings. The deliverable is a board-ready financial narrative and Q&A simulation built for a room of partners who have seen hundreds of companies.
The 10-K deliverable covers the full fiscal year narrative: more complex variance analysis, multi-year comparisons, and longer prepared remarks. It is included in all annual packages at a premium above the quarterly rate.
Book a 20-minute demo call. We confirm your filing cycle, data format, and package fit. First deliverable within 10 business days of engagement start.

Your next earnings cycle is already coming.

Book a 20-minute demo. We will show you exactly what the deliverable looks like before you commit to anything.

Book a Demo