Professional Resources

Accountant

Note:  The description of each Professional Resource form is very similar.  If you are going through Help forms one-by-one you may want to read about one of the Professional Resources then skip to the Other Resources form.

Purpose:  Information relating to the company’s accounting firm is needed in many of the resolutions and documents.  This provides a single location for information related to the accountant, reduces the possibility of errors, and reduces the amount of time needed to produce documents.

Overview:  To add a record, press the New button on the standard toolbar.  The new record that is generated is titled New Accountant Record.  Click in the Accounting Firm textbox and enter the name of the Accounting Firm.  The initial ‘** No Accountant **’ record must remain an option for companies that do not have an accountant, so that record can not be modified or deleted.

Fill in the data including the appointment date which is the date of the directors’ resolution documenting the appointment of the accounting firm as the company’s accountant.  Include the monthly fee paid to the firm as a retainer.  (If the accounting firm is not on a retainer, determine the approximate amount paid for their services for an entire year and divide by 12.)  Add as many accountant records as needed for all the companies in the database.

All of the accounting firms are displayed in the account list.  When a different company is selected using the company tabs at the top of the form, the accountant for the company is selected in the list and the accounting firm’s data appears on the form.  To select a different accounting firm for a company just click on the name of the firm in the list while the company’s name is selected in the company tabs.  If a company does not have an accountant that it uses on a regular basis, select the ‘** No Accountant **’ option.

  Related Information:

1.  Adding an Accountant Record
-  Use Standard Toolbar ADD  button or
-  Use the Add New Accountant Record option under File on the main menu at the top of the form

2.  Deleting an Accountant Record
-  Use Standard Toolbar DELETE  button or
-  use the Delete Selected Accountant option under File in the main menu at the top of the form

3. Modifying an Accountant Record
-  Use Standard Toolbar SAVE  button or the
    REVERT  button or
-  use the SAVE or REVERT options under File in the main menu at the top of the form

4.  Record Navigation
-  The First/Prior/Next/Last buttons move through the
accountant records in the order they were entered

5.  List and Find
-  The ‘List’ option displays the names of accounting firms
          Selecting a name in the list displays that
          record on the form.
-  The ‘Find’ option locates accountant records by
          City
          Accountant
          Accounting Firm

6. Reports: The following reports are accessible from the Reports option on the main menu. While moving from one form to another the report options change.

-  Accountant Profile for the Selected Company
-  Accountants by Company
-  Companies by Accountant

Company Tabs:   Use these tabs to navigate through the companies in the database.  When a company name is selected, the accounting firm representing the company is selected in the accountant list.  
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ResourceTabs:  This is a set of tabs located under the company tabs that display the professional resource pages.  The Other Resources tab displays web links to topics important to LLCs and corporations including the SEC web site and Secretary of State web sites.
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Accountants:  List of all accounting firms in the database.  Select a company tab at the top of the form then select one of the accountants in this list.  The selected accounting firm’s name is then associated with the selected company.  Each time a company tab is selected the accounting firm’s information appears on the form for the firm that is associated with the selected company
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Web Resources:  Internet web link to a page that provides information specific to accounting firms that deal with LLCs and corporate clients.
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Date Appointed:   The date the board of directors approved a resolution appointing the selected accounting firm to represent the company
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Annual Fee:  The monthly fee charged by the accounting firm to represent the selected company.
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EmailButton:  Click this button to send an email message to the selected accountant.  Your email software must be MAPI compliant to use the app for emailing.  MAPI is supported by:  Outlook, Outlook Express, Netscape, Eudora, and Groupwise.
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Accountant:   The Accounting Firm textbox should contain the name of the firm while the Representative textbox contains the name of the accountant that works with the company.
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Notes:   You can keep notes for the selected broker for the selected company.
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Email Address:    Email address for the accounting firm.  This is required if you want to send emails to the accountant using the Email Button.
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Adding Record to Accountant:  Click the Add button on the standard toolbar to add a record to the accountant list.
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Deleting An Accountant Record:  Press the Delete button on the standard toolbar to delete the selected accountant record.  If the accounting firm that’s being deleted is associated with a company in the database, the name of the accountant will change to the ‘** No Accountant **’ option.   
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Modifying An Accountant Record:  Select the name of the accounting firm in the accountant list.  Information for the selected accounting firm appears and can then be modified.
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