Review desk · field journal

CaCemeteryProof

Bring every record, exception, and reviewer into one CA Cemetery ECF/SCF Annual Report Completeness Pack file.

CaCemeteryProof organizes the records, checks, exceptions, and qualified-human review required for CA Cemetery ECF/SCF Annual Report Completeness Pack. Start with a bounded diagnostic; no result or licensed judgment is automated or guaranteed.

ecffilecemeteryecfscfannualreport

Who this is for

A precise operating owner, not a generic audience.

Responsible buyer

Target buyer ICP: California private COA cemetery (≈8–80 employees / single or small multi-property), with an endowment care fund and usually a special care fund, that already engages a CPA once a year but whose office manager / cemetery manager / controller still owns the “assemble the report” ordeal.

Cost of the gap

Painful problem COA cemeteries must file a highly specific Annual Report every year with a CPA audit attached.

Outcome

The outcome we sell Outcome: A specialist-released ECF/SCF Annual Report Completeness Pack — draft Bureau form fields populated from client evidence, gap scorecard, PBC workpaper index for the CPA, officer-verification checklist, and filing/fee checklist — delivered in time for CPA audit and Bureau mailing.

Decision rule

Proceed only when the source record, service boundary, responsible reviewer, and release criteria can be named before work begins.

Method

The work moves through visible states.

  1. ScopeService delivery workflow Eligibility screen (COA #, method, CPA named).
  2. CollectSecure intake + completeness gate (block if prior report missing).
  3. NormalizeAI extraction + rules scoring.
  4. ValidateSpecialist QA + exception queue.
  5. ResolveClient review workshop (30–45 min).
  6. ReviewPack release; CPA kickoff packet.
  7. ReleaseFiling checklist support (client/CPA mails; we track).

Engagement

Buy the reviewed outcome, with boundaries written down.

Pricing evidence and proposed pricing Offer Price Unit ECF Filing Readiness Gap Scan (lead magnet) $0 Per cemetery / per cycle Annual Report Completeness Pack — Standard (net-income, single fund complexity) $2,800–$4,200 Per COA / per filing cycle Completeness Pack — Complex (unitrust and/or multi-fund / multi-property) $4,500–$7,500 Per COA / per cycle Rush (<14 days to CPA fieldwork) +$600–$1,200 Per pack Year-Round Deposit Tracking Retainer $2,400–$5,500 / yr Quarterly mini-packs CPA Audit Coordination Desk $400–$900 Scheduling/referral only (CPA fees separate) Never hourly. Anchor: Bureau late fines + exam risk + CPA write-up fees for messy PBC make a $3–5k packaging fee rational.

Release package

  • The outcome we sell Outcome: A specialist-released ECF/SCF Annual Report Completeness Pack
  • draft Bureau form fields populated from client evidence, gap scorecard, PBC workpaper index for the CPA, officer-verification checklist, and filing/fee checklist
  • delivered in time for CPA audit and Bureau mailing.
  • Optional: CPA Audit Coordination Desk (scheduling/referral only).

Proof standard

Operating evidence: No verified cycle-time result is published yet. The first result will be calculated from accepted intake through qualified-human release.

Client evidence: No client identity or case narrative is published. A reference may appear only after written permission and factual review.

Volume evidence: No completed-client count is claimed. Counts will be published only after the delivery ledger and provider records reconcile.

Evidence room

Authority comes from traceable sources, not decorative claims.

Open the full canonical blueprint dossier

  • BPC 7612.6Source identified in the canonical blueprint; verify currency before client reliance.
  • 16 CCR 2350Source identified in the canonical blueprint; verify currency before client reliance.
  • BPC 7613.1Source identified in the canonical blueprint; verify currency before client reliance.
  • 2025 ECF/SCF Report (net income)Source identified in the canonical blueprint; verify currency before client reliance.
  • 2025 ECF/SCF Unitrust ReportSource identified in the canonical blueprint; verify currency before client reliance.
  • CFB Sunset Review 2024Source identified in the canonical blueprint; verify currency before client reliance.
  • CFB Citations 2025Source identified in the canonical blueprint; verify currency before client reliance.
  • 2024Source identified in the canonical blueprint; verify currency before client reliance.

Service boundary

Automation prepares. A qualified human releases.

CaCemeteryProof is an operational documentation and processing service operated by Your Deputy, Obuke LLC. It is not a law firm and does not provide legal, tax, medical, financial, or other licensed professional advice. Consumer and personal debt matters are not accepted. The client retains its licensed professionals and decision authority. Automation may organize and check records, but a qualified human must review and release every client deliverable.

  • Unsupported facts remain unresolved, never inferred into a client deliverable.
  • Jurisdiction-specific or licensed questions are routed to the client's professional.
  • Every correction retains the source, reviewer, version, and reason for change.

Questions

Know the limits before intake.

Is this legal or professional advice?

No. This is bounded operational documentation and processing support. Licensed judgment remains with the client and its professionals.

Does automation make the final decision?

No. It can organize records, run declared checks, and prepare an exception queue. A qualified human reviews and releases every deliverable.

Is a client portal or CRM already active?

This public site does not claim an active portal integration. Portal access is provisioned only after the relevant backend is configured and independently verified.

What happens when evidence conflicts?

The item is placed in an exception state with its sources and owner. It is not silently resolved or presented as verified.

Fit diagnostic

Send enough context to scope the next conversation—no sensitive files.

Do not submit protected health information, personal financial data, credentials, or confidential client records through this public page.