Intake
You share source files, a brief scope description, and your preferred format or template. We confirm receipt, flag any gaps, and establish timeline expectations.
Output: Scope confirmationProcess
A Simple Workflow Built for Fast-Moving Engagements
Whether it is a quick project or a longer-term partnership, QDP plugs into your existing engagement process and helps reduce bottlenecks without adding complexity. Our delivery process is designed around the time constraints and review standards of active diligence engagements.
Build
Our team processes and structures the source data, populates workbook templates, and builds the required schedules and analyses.
Output: Draft workbookQA
We run our quality control process: tie-outs, formula checks, cross-tab reconciliations, and formatting review against your standards.
Output: QA checklistDeliver
Final workbooks and supporting files are delivered via your preferred channel. We remain available for follow-up questions, revisions, and iteration as the engagement develops.
Output: Final filesTurnaround Commitments
We communicate timelines clearly at intake and maintain proactive status updates throughout. Rush timelines are accommodated on a best-efforts basis with advance notice. We do not overpromise on delivery, and we flag scope changes before they affect turnaround.
Client Communication Standards
Every active project has a designated point of contact at QDP. We respond to material questions within one business day and provide a final delivery confirmation with a summary of work completed and any open items requiring your attention.