Thirty tools for the decisions that run a business — what to charge, whether you can afford to hire, how long the cash lasts. Thirty-four more for SEC filings and the accounting behind them. Every one shows the rule or the arithmetic it used.
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.
Every tool on this site was recorded answering a real question. Three of the five below need an SEC filer. Two need a bank balance and a payroll number.
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. UnfoldCFO 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. The 32 business and owner decision tools are free in full, and so are the knowledge hub and the deadline calendar.
Plan-based equity: grants, vesting and the share reserve, with a full approval trail. Employee portal seats are free on every paid tier, however many.
Form 4 drafting and XML export, the insider register, Form 3 and Form 5 preparation, the 8-K decision and review pair, the 10-K and 10-Q disclosure checklists, and baby-shelf capacity under Form S-3 I.B.6.
Warrant and convert classifier with memo. Diluted EPS engine. ASC 842, 606, and going-concern memos.
The 83(b) election: the postmark date, including the District of Columbia holiday that moves it, and the statement drafted to the seven items the regulation requires. Delaware franchise calculator, free. 3921, W-2 Code V and the Section 382 monitor follow.
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 32 free tools and the deadline calendar — one person, no card. Upgrade when a tool earns it.
