Business compliance support.
Most companies do not fail their obligations on purpose. They fail them because nobody calendared the date and nobody kept the file. We organize the records, track the deadlines, and hand you a schedule for keeping them current. We do not advise you on which obligations apply to your business — your attorney or CPA does that, and we will gladly work from their instructions.
Formation & governance
(01)Filing coordination and record organization for the structure you and your advisors have already chosen.
Formation filing coordination with your attorney or CPA
Flat feeMembership and stock ledger maintenance
Flat feeStatements of information and agent designation filings
Flat feeOrganizational record indexing
Flat feeThe corporate record
(02)A minute book that is complete, indexed, and current — the file every lender, buyer, and auditor asks for first.
Minute book assembly and back-year reconstruction
ProjectAnnual meeting and consent record organization
AnnualFiling, renewal, and license calendars
AnnualRecords retention schedules
Flat feeDue diligence and closing binders
ProjectCompliance programs
(03)The checklists, calendars, and internal organization that keep a compliance program running.
Compliance program checklists and internal audits
ProjectPolicy manual organization and version control
ProjectRegulatory research and requirement surveys
Flat feeRecords retention schedules
Flat feeContract administration
(04)Organization and tracking for the agreements your business signs every week.
Contract abstracts and obligation summaries
HourlyLease and contract deadline calendaring
AnnualAgreement indexing and file organization
HourlyBrand protection
(05)Filing coordination and monitoring for the name you are building the business on.