Contents 

Introduction
License
Register & Purchase
Tutorial
Step 1 - Enter Initial Data
Companies
People
Step 2 - Maintain The Database
Corporate Calendar
Director Meetings
Dividends
Officers, Directors, Shareholders
Professional Resources
Shareholder Meetings
Stock Register
Step 3 - Create Documents
Select A Template
Answer Questions
Modify in Word Processor
Saved Documents
Reports & Labels
To-Do List
User's Guide
Corporate Profile
Personnel
Officers and Directors
Director Meetings
Stockholder Meetings
Stock Register
Enter Transactions
Stock Transfer Ledger
Shareholders
Stock Types
Professional Resources
Resident Agent
Attorney
Accountant
Realtor
Banker
Broker
More Resources
Create Documents
Resolutions
Questions
Saved Resolutions
Corporate Calendar
Automated To-Do List
Word Processor
Word Processor
Text Ruler
Word Processor Toolbar
Text Formating Toolbar
Toolbars
Navigation Toolbar
Standard Toolbar
Word Processor Toolbar
Text Formating Toolbar
Reports & Labels
Corporate Law Links
Application Limitations & File Descriptions
Mininimum System Requirements

Corporate Manager Software

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Professional Resources

 

When a corporation is registered in a state other than where the corporate headquarters is located and that state requires a physical presence in the state, a resident agent may be needed. The resident agent in the CMS Professional Resources is the representative for the corporation in that state.

 

The attorney is the corporation’s legal counsel and is often on a retainer to handle legal matters for the corporation.

 

The accountant is often a CPA or other public accountant that handles the financial affairs of the corporation.

 

The realtor is a real estate representative available for consultation with corporate officers.

 

The banker is an officer of the bank the corporation uses for checking and other financial services. 

 

The broker is a stockbroker or financial consultant that the corporation has a brokerage account with and/or uses for financial advice.

 

Other Resources is a list of Internet web links that pertain to a variety of corporate topics.  Included are links to the Security and Exchange Commission’s web site and to Secretary of State web sites.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
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