You can inquire before every figure is final.
Use the form to describe your company and the question you want to resolve. Estimates can provide context if clearly labeled. Where you do not know a figure, say so rather than presenting it as verified.
For a deeper review, we may identify financial statements and tax records, support for earnings adjustments, revenue by service line, customer retention information and an outline of staffing and owner responsibilities.
Do not include customer names, employee personal information or account-level records in this initial inquiry. Discuss the appropriate way to provide detailed information as the review progresses.