PROOFREADING DONE PROPERLY

CPA-Led Proofreading & Editorial Quality Control for CPA Firms

Where clarity, consistency, and capacity come together.

Proper Proofreading provides specialized editorial support for CPA firms seeking cleaner documents, smoother review cycles, and higher-quality deliverables.

Led by a CPA and Certified Master Proofreader, we help firms reduce rework, protect reviewer time, and deliver client-ready financial statements, notes, and audit reports with confidence.

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@TheRealProperProofreading

WHY CHOOSE PROPER PROOFREADING?

Laser Focused, Precise, & Professional

Quality is Capacity

Rush Ready Service

A&A engagements often come with tight deadlines. We offer flexible turnaround options, including rush requests, to keep you on schedule without sacrificing quality.

Credentials & Expertise

Led by a licensed CPA for 10+ years with extensive experience in precision-driven fields, combined with training as a Master Proofreader, we bring both accuracy and confidentiality to every project.

Satisfaction Guarantee

Every document is proofed with meticulous attention to detail following our signature Proper Proofreading Protocol™. Your confidence in the final deliverable is our top priority.

Free Estimates

Let’s talk through your details and turnaround needs, and we’ll provide a complimentary estimate with no obligation.

25+ Years Of Experience

From finance to linguistics, we’ve spent over two decades working in roles where precision and trust matter most. That same standard carries into every page we proofread.

Transparent Pricing

No hidden costs—just clear, straightforward rates. You’ll always know what to expect, with estimates provided before work begins.

FAQ

Frequently Asked Questions

HOW QUICKLY CAN YOU RESPOND TO EXPEDITED REQUESTS?

We understand the fast-paced demands of auditing, financial statement reporting, and other client engagements. Rush requests are always considered, and we can often accommodate same-day or next-day turnarounds depending on the length and current project queue. Overnight rush requests (received by 2pm PST) are subject to standard hourly rate plus additional expedition fee.

DO YOU CHARGE FOR ESTIMATES?

Never. Free estimates are tailored to your needs, generally based on: page count, turnaround needs, formatting preferences, and depth of style revision. Basic proofreading services are lesser in scope than fully professional editing and formatting with the accuracy, consistency, and completeness expected of firms in compliance with industry standards and best practices. We also offer tiered retainer arrangements for clients interested in long-term contracts, which secure guaranteed access, availability, and prioritized turnaround times. Regardless of your level of needs, you’ll always know the cost upfront before work begins. Contracts can be secured either via Upwork (subject to fees) or FreshBooks. Book a free discovery call for a 15-minute, no-obligation consultation to explore how we can best support you.

ARE YOU QUALIFIED TO PROOF A&A DOCUMENTS?

Yes. Renata specializes in the niche of proofreading and editing for CPA firms issuing audit and assurance reports, financial statements, supplementary information, and related disclosures or other client-facing reports, letters, or communications; Industry standards required by AICPA through the ASB and FASB are followed, as well as any firm-specific style guide requirements. Renata brings 25+ years of grammar expertise and 10+ years as a licensed CPA, where she has firsthand experience in auditing, where preparing, reviewing, and finalizing financial statements and other documents are part of every engagement. Renata has a keen eye and a signature system for delivering professional and consistent sets of financial statements.

WHAT PAYMENT METHODS DO YOU ACCEPT?

For ongoing partnerships, invoicing through FreshBooks is available for easy recordkeeping. Secure payments via payment processing partners PayPal or Stripe are also accepted.

If you prefer to begin with a low-risk trial project, Renata is also available for contracting through Upwork. Upwork provides a secure platform with built-in payment protection, time tracking, and escrow (subject to client and freelancer service fees). It’s an excellent option for first-time engagements or short-term projects.

HOW DO YOU HANDLE CONFIDENTIALITY?

Client confidentiality is paramount. All documents are treated with the strictest discretion, and we are happy to sign NDAs upon request.

WHAT IS THE PROPER PROOFREADING PROTOCOL™?

The Proper Proofreading Protocol™ is our signature, 50+ point, step-by-step system designed to ensure documents are polished, consistent, and ready for delivery. Every page goes through a careful, multi-step review for spelling, punctuation, grammar, formatting, and transcript-specific details such as headings, numbering, footnotes, cross-references, and disclosure accuracy. We combine industry knowledge with a meticulous eye for detail so your firm can deliver professional-level work that reflects accuracy, consistency, compliance with the latest standards and best practices.

DO YOU USE AI TO PROOFREAD?

No. We do not use AI tools to rewrite, generate, or substantially transform content. Every document is proofread personally, not by artificial intelligence, to ensure accuracy, confidentiality, and professional integrity. While AI tools can be helpful for some general tasks, they are not reliable enough for A&A work where every word and number matter.

Remember: AI cannot be relied upon to audit; After all, it is AI that requires auditing.


We may consult reputable professional resources to support accuracy and consistency. These resources include state and federal CPA societies, accounting and regulatory publications, industry tools, professional style guides, grammar and usage references, and similar materials, some of which may use AI for rule validation, terminology checks, or community-sourced guidance. These tools are used only to confirm standards, not to replace or generate content. We may use limited AI-assisted tools only for general grammar or rule validation on short, non-sensitive excerpts and never on financial data, client identifiers, or full documents. AI tools are used in a way that does not permit the platform to store or train on client content. Client documents are never uploaded or submitted in full to AI systems.


We will proofread and edit any of your AI-generated content; however, AI-generated material may contain errors, unsupported statements, or noncompliant language. Proofreading services do not include verification of factual accuracy, ASB/SAS/GAAS, FASB/GAAP, PCAOB, compliance, tax interpretations, regulatory alignment (FERC), or professional judgment. You are solely responsible for confirming that all technical and financial content, whether human written or AI generated, is accurate, appropriate for its intended use, and compliant with applicable accounting and professional standards.

AI often misses critical details such as:

  • Accounting-specific terminology, like the difference between material vs. materialityexpense vs. expenditure, or deferred vs. contingent.
  • GAAP and AICPA wording nuances, including capitalization, required phrasing, and subtle distinctions in audit opinions or notes.
  • Homophones and near-matches that change meaning in financial contexts: principal/principle, affect/effect, formally/formerly, capital/capitol, statute/statute (law), role/roll, cite/site/sight.
  • Proper names, entity names, or spelling variations, such as Jon vs. JohnNike USA, Inc. vs. Nike North America, Inc., or vendor/customer naming inconsistencies.
  • Numbering, footnotes, and cross-reference accuracy, including mismatched note numbers, out-of-sequence headings, or forgotten updates after edits.
  • Mathematical accuracy and tie-outs, including totals, subtotals, cross-footing, calculations, and consistency between the notes and the face of the financial statements.
  • Formatting and structural placement consistency, such as misaligned headings, inconsistent bullets, indentation issues, or template drift from firm standards.
  • Contextual meaning errors that AI often misinterprets, like mixing up imprest vs. impliedreserve vs. allowance, or provision vs. accrual.
  • Commonly confused accounting terms, such as: trial/trail balance, dependent/dependant, variance/deviation, revenue/receipt, counsel/council.

That’s why we rely on our training, experience, and specially-developed Proper Proofreading Protocol™ to ensure accuracy, consistency, and confidentiality. Your documents are never run through AI software or exposed to outside platforms.

Have questions? Please send us a message!

TESTIMONIALS

Helping Busy CPA Firms reclaim valuable review time with documents they can trust.