Report Alliance
Report Alliance provides outsourced financial report proofreading, formatting, calculation verification, and binding services through a self-serve web platform, serving CPA firms and entities subject to PCAOB/SEC auditor independence regulations across the United States.
- Company typePrivate
- Founded2019
- HeadquartersIrvine, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Report Alliance does
Report Alliance is a US-based financial report processing services firm founded in 2019 by Mike Tartaglini, a former regional manager of financial report processing at RSM US LLP. The company provides six core services—Pro Forma (prior-year file preparation), Format (Word/Excel report formatting), Proof (proofreading against client style guides), Revisions (tracked-changes incorporation), Calculations Check (formula/footing verification and tie-out), and Binding (color printing, coil binding, and shipping)—delivered primarily through a self-serve web platform at reportalliance.com with real-time per-page pricing and turnaround estimates. The platform supports account creation, file upload, service selection, and credit-card checkout, with direct engagement and discovery calls offered for larger CPA firm clients interested in bulk contracts and discounted rates.
The company serves two primary customer segments: (1) CPA firms seeking to outsource or augment internal report-processing capacity during peak busy-season periods, and (2) independent public/private entities—publicly traded companies, issuers, mutual funds, hedge funds, PE funds, IPOs, and broker-dealers—that are barred by PCAOB/SEC auditor independence rules from receiving formatting, proofreading, word processing, and binding services from their own auditors. This auditor-independence gap defines Report Alliance's regulatory positioning and is the central rationale for the company's existence as an independent third-party provider.
Commercially, Report Alliance operates a pure transaction-fee revenue model with publicly disclosed per-page rates ($5.00 for Pro Forma, $10.00 for Format, $1.50 for Binding; Proof, Revisions, and Calculations Check rates are not publicly disclosed). Marketing is primarily digital—website, LinkedIn, and email—with word-of-mouth within the public accounting industry cited as a meaningful driver. The company is incorporated in California as Report Alliance, Inc., remains privately held by its founder, has 1–10 employees, and discloses no institutional investors, funding rounds, or M&A activity.
Report Alliance firmographics
Firmographics- Name
- Report Alliance
- Legal name
- Report Alliance, Inc.
- Website
- https://reportalliance.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Report Alliance provides outsourced financial report proofreading, formatting, calculation verification, and binding services through a self-serve web platform, serving CPA firms and entities subject to PCAOB/SEC auditor independence regulations across the United States.
- Ownership category
- akta.pro rank
Report Alliance industry classification
Industry- Product category
- Financial Report Processing Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Report Alliance is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Report Alliance business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Per-page service fees: Transaction-based fees calculated per page for financial report processing services. Services include Pro Forma ($5.00/page), Format ($10.00/page), and Binding ($1.50/page). Blended rates account for varying page content density. Rush options available for additional fees. Credit card payment required at order submission.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Pro Forma service - preparatory financial report service at beginning of fiscal year |
| Unit Pricing | Pay-as-you-go | Format service - full financial report formatting |
| Unit Pricing | Pay-as-you-go | Proof service - proofreading with style guide adherence |
| Unit Pricing | Pay-as-you-go | Revisions service - incorporating moderate edits |
| Unit Pricing | Pay-as-you-go | Calculations Check service - formula and tie-out verification |
| Unit Pricing | Pay-as-you-go | Binding service - bound report production and shipping |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Report Alliance product offering
Product offeringCore offering
Report Alliance provides CPA-caliber financial report processing services delivered through a self-serve online platform. The company offers six discrete services: Pro Forma (rolling forward prior-year financial data), Format (applying client-spec formatting to Word/Excel reports), Proof (proofreading against client-preferred style guides such as AP or Chicago), Revisions (incorporating client edits), Calculations Check (formula verification and tie-outs), and Binding (printed, coil-bound report production with shipping). Services are billed per-page with rush options and bulk contracts available for high-volume CPA firm clients.
Product overview
Report Alliance offers a unified financial report processing service comprising six distinct but complementary services: Pro Forma (prepares files for new fiscal year by rolling forward prior-year data), Format (applies professional formatting to Word/Excel reports), Proof (proofreads reports using client-specified style guides), Revisions (incorporates client edits), Calculations Check (validates formulas and ties out financial statements), and Binding (produces and ships professional bound copies). These services work together to deliver CPA-caliber financial report formatting, proofreading, word processing, and binding from start to finish.
Differentiator
Problem solved
Functional benefit
Companies that use Report Alliance
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Report Alliance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Report Alliance partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Report Alliance competitors and assessment
Company assessmentBroad incumbents
- BDO USA: Top-10 U.S. accounting firm serving middle-market and regulated entities. Broad incumbent competitor for the same PCAOB-regulated audit and financial-reporting client base.
- KPMG US: Big Four accounting firm with internal audit support, financial reporting, and regulatory advisory practices serving PCAOB-regulated entities. Broad incumbent serving the same regulated buyer base that Report Alliance targets.
- Deloitte US: Big Four audit/advisory firm with deep financial reporting and regulatory practices. Comparable as a large incumbent competing for the same regulated-entity buyers, though it does not offer a specialized outsourced proofreading/formatting product.
- RSM US LLP: Top-5 U.S. accounting firm and a current Report Alliance customer. RSM has internal financial report processing (where the founder previously led a regional team) and is broadly comparable in addressing the same regulated-entity client base for report preparation and audit support.
Direct peers
- Bench (now part of Employer.com): Tech-enabled bookkeeping and financial reporting service for small businesses. Comparable in that it productizes a traditionally manual accounting back-office workflow and delivers reports to clients on a subscription/managed basis.
- Xendoo: Outsourced online bookkeeping and accounting with monthly financial reporting packages. Direct peer in the outsourced-monthly-financials delivery model targeting SMBs and growth-stage companies.
- Pilot.com: Outsourced bookkeeping and accounting services for startups and SMBs. Direct peer in that it sells tech-enabled finance/accounting back-office support to companies that either cannot or prefer not to run the function in-house — the same outsourcing wedge Report Alliance exploits for CPA firms and regulated entities.
Emerging players
- Botkeeper: AI/automation-augmented bookkeeping service for accounting firms and their clients. Comparable as a technology-enabled alternative to human-only financial prep work and a likely long-term competitor for report-processing tasks.
- CFOshare (now part of Acuity): Fractional CFO and outsourced finance services for growth companies. Comparable as an outsourced-finance delivery model that produces financial reports and accounting deliverables for clients that cannot or will not staff the work internally.
Others
- Paro: Marketplace for freelance finance and accounting talent used by companies needing flexible back-office support. Adjacent competitor for the same 'flex outsourced finance capacity' budget that Report Alliance sells into.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Report Alliance social profiles
Digital presenceReport Alliance compliance and trust
Trust signalCompliance2 records
Report Alliance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Report Alliance leadership team
Management profileNumber of profiles
Profiles1 record
Report Alliance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Report Alliance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Report Alliance
What does Report Alliance do?
Report Alliance provides CPA-caliber financial report processing services delivered through a self-serve online platform. The company offers six discrete services: Pro Forma (rolling forward prior-year financial data), Format (applying client-spec formatting to Word/Excel reports), Proof (proofreading against client-preferred style guides such as AP or Chicago), Revisions (incorporating client edits), Calculations Check (formula verification and tie-outs), and Binding (printed, coil-bound report production with shipping). Services are billed per-page with rush options and bulk contracts available for high-volume CPA firm clients.
Is Report Alliance a public or private company?
Report Alliance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Report Alliance founded?
Report Alliance was founded in 2019. It employs 1 to 10 people.
Where is Report Alliance based?
Report Alliance is headquartered in Irvine, United States, in the North America region.
How does Report Alliance make money?
One revenue line is on record: per-page service fees.
Who are Report Alliance's main competitors?
Broad incumbents on record are BDO USA, KPMG US, Deloitte US and RSM US LLP. Direct peers are Bench (now part of Employer.com), Xendoo and Pilot.com. Emerging players are Botkeeper and CFOshare (now part of Acuity). Paro is listed as an others.
Does Report Alliance have an API?
No public API is recorded for Report Alliance.
What industry is Report Alliance in?
Report Alliance's product category is Financial Report Processing Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 54121 and its SIC code is 7370.