RECORD ORGANIZATION & RETENTION
CPAs and Lenders, we partner with you on your client’s business.
Corporate Minutes, Inc. (CMI) successfully partners with CPA’s and lenders to keep the process moving forward.
We work with you and your clients to help ensure all the documentation necessary for a loan, audit or registration is filed and accessible -- when you need it – we help keep projects moving and on time!
We specialize in...
Business Formations / Start-Ups
Do you want a professional and reliable resource to handle business registration and record maintenance requirements for your clients?
Has your client found themselves in a “state of Dissolution” due to non-payment of their franchise taxes?
Out of State Registrations
Are your clients properly registered in all the states in which they operate?
Annual Renewals (All States)
Do your clients have difficulty in maintaining a good standing status?
Annual Meeting Minutes / D & O Resolutions
Are your clients aware of the federal requirement to conduct and properly document their Annual Meeting of Shareholders & Directors? And…are they doing it? Have they experienced the many benefits of being able to produce properly prepared Minutes?
Proof of Ownership / Owner Agreements
This information can prove to be invaluable and, in many cases, plays an instrumental part in preventing a lawsuit from even being considered.
Registered Agent Services (All States)
In almost every instance, the cause of a client who finds itself in a “Not Good Standing” or “Administratively Dissolved” status is a direct result of having the wrong Registered Agent on file with the state. Or, even worse, the R/A appointed fails to handle documents it receives on the company’s behalf in a responsible, professional and efficient manner. CMI is unwavering in its commitment to accept this responsibility and take it seriously – preventing a series of events and associated costs from being triggered – saving your client valuable time, resources and money.
Record Management Services
Documentation when you need it. CMI securely archives important records resulting in your client’s documents being easily accessible when working with you, their lender attorney or other professional provider. When obtaining a loan, preparing for an audit or lawsuit or discussing steps necessary for effective succession planning, they will need to produce their corporate records.
Our In-House Record Retention & Distribution Service offers secure archiving and delivery to owners who want the security of having a back-up of their corporate records. Upon authorization, a document retained by our office can be produced to yours -- we want to be there to provide the documents you will need to continue doing business with your client.
Rest assured that the proper documentation is prepared and available when needed.
Our Services Include...
Comprehensive Business Formation Packages
CMI will manage all aspects of launching your new business (ALL STATES).
Annual Compliance Programs
Ensure entities remain State and Federally compliant.
Business Management Services
Provide third party expertise – neutral perspective.
Record Organization, Retention & Delivery
Prepare, systematize and deliver vital information – when you need it.
CMI will determine the type of license your business will require and the proper channels to obtain it.
Determine eligibility to acquire the appropriate certification, manage entire process of Application preparation and submission (City/State/County/WBENC). Learn More
Registered Agent Services
Fulfill State requirement by servicing as conduit between the company and government agencies.
Assist in obtaining and renewing contractor’s licenses.
Growth Strategies and Road Mapping
Identify the necessary process for future growth.