It prepares your SEC filings, ASC 718 schedules, and equity tax documents, and cites the rule behind every number. Your team reviews, approves, and files.
17 CFR 240.16a-3(g) · ASC 718-10-35
rule pack v2026.08 · reviewed, published
A co-CFO does not wait to be asked. One grant approval fans out into the filing, the schedule, the tax events, and the deadlines, each one ready for review.
The board approves a grant. The Form 4, the ASC 718 schedule, the tax events, and the reviewer deadlines are drafted before you open the file.
Form 4 deadlines calculated from the transaction date, holidays included, with reminders for every reviewer.
grant #241 has no fair value on record. add the grant-date FMV or import the 409A report to continue.
Outputs carry the standard they rely on, the effective date, and the rule-pack version that produced them. Rule changes ship as reviewed updates on a public changelog. A tool that cannot cite current rules refuses to output.
Filings, schedules, and packs are produced from your records, with citations and assumptions on the face of every document.
A named reviewer signs off before anything is final. Approvals are logged, and the audit trail exports with the work.
EDGAR-valid files go to your filing agent, signed documents go to your records. Unfold CFO never files on your behalf.
Built by a US CPA who has led SEC reporting and served as Principal Accounting Officer for US-listed issuers.
Each paid tool replaces a line item you currently send to an outside attorney or CPA firm. Everything else stays free.
Cap table with warrants, converts, and preferred. Grant workflow with audit trail. Employee portal, always free.
Section 16 suite for Forms 3, 4, and 5. The 8-K wizard and 10-K/10-Q builder with filing tie-out follow.
Warrant and convert classifier with memo. Diluted EPS engine. ASC 842, 606, and going-concern memos.
Equity tax events: 3921, W-2 Code V, 83(b). Delaware franchise calculator, free. Section 382 monitor.
D&O questionnaires, trading windows and 10b5-1 log, proxy tables, and board consents.
Plain-language explainers, the deadline calendar, and every definition. Never gated behind an email wall.
Start with the free calculators and the deadline calendar. Upgrade when a tool earns it.
