Assignment and fit
Review source fidelity, numerical presentation, structure and package completeness. Return a prioritized production findings log with exact locations, suggested actions and retest evidence.
Inputs needed to quote
- Approved source and review package
- Agreed production checklist and comparison baseline
- Named content and specialist reviewers
Identify whether the material is public, synthetic or private. For private work, confirm permitted processing and the transfer channel before sending the source. A source receipt is not automatic acceptance of its deadline.
Concrete deliverables
- Text/numeric/structure/package review findings
- Severity, owner and proposed action for each issue
- Retest log or unresolved decision list
Production checks
- Use visual proof and extracted text together; neither replaces the other.
- Treat content loss, missing files and malformed applicable iXBRL as blockers.
- Record validator configuration and review warnings rather than suppressing them.
Reference: SEC production / role guidance. Verify the current requirements for the agreed job.
Scope boundaries
This is production QA—not a securities-law audit, accounting assurance engagement or guarantee of SEC acceptance.
The contracted review owner approves the final candidate. A later edit changes the version and may require renewed approval. Production acceptance and filing authorization are separate.
Business-specific handoffs
Quote and schedule
Cost follows source complexity, output layer, review effort and revision allowance—not a universal HTML page count. A rush slot is accepted only when inputs and reviewer availability fit the actual capacity.
How quotes are structured →