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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
corporation’s accounting firm is needed in many of the resolutions and
corporate 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
corporate 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
corporations 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 corporation’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 corporations 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
corporation’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.
Details: Click the underlined links below for
details.
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. GO TOP
____________________________
Resource Tabs: 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
corporations including the SEC web site and Secretary of State web sites.
GO TOP
____________________________
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
GO TOP
____________________________
Web Resources: Internet web link
to a page that provides information specific to accounting firms that deal
with corporate clients.
GO TOP
____________________________
Date Appointed:
The date the board of directors approved a resolution
appointing the selected accounting firm to represent the corporation
GO TOP
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