Earnings Quality Review
Understand sustainable financial performance.
Reported results are the starting point. The review explains normalized earnings, the adjustments behind them, and the operating decisions that matter next.
From the Books to a Supported View
The written review connects historical financial performance, supporting evidence, and up to five operating drivers. It concludes with a 60–90 minute readout and a focused management plan.
View Sample Deliverable
KEYSTONEREPORTING GROUPA supported earnings bridge, the issues a buyer or lender would question, and a short action plan ordered by financial impact.
01Summit Service Group · Illustrative Example. Fictional business and synthetic figures, not a client engagement.
What the Review Covers
- Adjusted EBITDA bridge, with each adjustment evidenced
- Add-back burden and earnings-quality flags
- Working capital and cash conversion
- Operating-driver snapshot from existing records
- Missing or unreliable data and reporting gaps
- Three to five priorities, with scenario-based dollar impacts and a twelve-month plan
A Defined Scope
- One QuickBooks file, with up to three years of data
- Up to five operating drivers
- Entity coverage agreed in scoping; not restricted to one entity
- Ten business days from receipt of the required files
- Written report and a 60–90 minute readout
- Anything beyond the agreed scope quoted separately
Pricing is provided after confirming fit and source requirements. The review fee is credited in full against the first two months of a monthly engagement signed within sixty days.
The Boundary of the Work
This is financial reporting and decision support, not an audit, assurance engagement, or valuation opinion. Proposed adjustments are subject to the available evidence. A formal valuation requires a credentialed appraiser.
Optional ongoing management reporting and FP&A maintains the operating cadence after the review. Capital and transaction readiness is separately scoped for a specific higher-stakes decision.
Next step
Make the next decision with a clearer financial picture.
Share the decision, reporting gap, or financial question you need to resolve. Keystone will respond with the most relevant next step.