RECORD ORGANIZATION & RETENTION

 
Giving CPAs, Attorneys and Lenders a way to keep clients organized

The business documents you need, ready when you need them

There are few things more frustrating for a professional provider than having a routine process grind to a halt because their client is missing important documents.

When your client comes aboard as a CMI client, we keep them organized and on track with their compliance and record maintenance. We’ll handle the details of your clients’ compliance and maintain a secure archive of up-to-date corporate records.

 

When certain information is needed to proceed with a tax filing, loan application, or other proceeding, we will help you have what is needed when you need it.

“Our client was not in good standing with the state because he never filed. He had assumed his accountant or attorney had handled this. …Corporate Minutes, Inc. was able to rectify the situation immediately. By the time I returned from lunch I had proof my client’s issue was resolved and we were able to process his loan request.”

Get clients organized and up to date
  • Business registrations

  • Corporate minutes

  • Proof of ownership documents

  • Stock certificates and stock ledger

  • Filing and renewal deadline reminders

  • Facilitation and recording of annual meetings

  • Secure in-house record archive

  • Registered agent services

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Rest assured that the proper documentation is prepared and available when needed.

Our Services Include...

Comprehensive Business Formation Packages

Put your business on the right track from the very start. Learn More


Annual Compliance Programs

Take the stress out of managing your corporate compliance. Learn More

Business Management Consulting

Get a neutral, third-party perspective from an expert with decades of experience.

Record Organization, Retention & Delivery

Keep your corporate records up to date, organized, and easy to access. 

 

Business Licensing

Get the licenses you need but not until you need them and then keep them up to date and active.

Business Certification

Take your business to new heights with a business certification.  We not only first confirm your eligibility but then guide you through and handle the entire application process. Learn More

Registered Agent Services

Your registered agent is the link between your business and the government; work with CMI to make sure nothing falls through the cracks.

Contractor’s Licenses

Get the licenses you need and keep them up to date and active in every state you do business.

 

Growth Strategies and Road Mapping

Put your business in a position to reach new heights and plan the steps you need to get there.