Friday, November 20, 2015
Need to File 10Qs on Veteran’s Day & All Week?
SEC Approves Crowdfunding Rules, Proposals
Friday, October 30, 2015
6 Wicked Trends in October
Monday, October 26, 2015
What’s New In Financial Reporting Technology?
Friday, October 16, 2015
Let’s Talk Sustainable Growth, Technology and Common Sense
Monday, October 12, 2015
Thanks for meeting with us one on one
Friday, October 2, 2015
Should SEC Verify Relationships Amid Filers & Companies?
Tuesday, September 1, 2015
Reducing the Use of Custom XBRL Tags
Last week’s blog post discussed XBRL tagging and the role SEC filers play in ensuring that companies are using accurate tags for their filings. This week I’d like to dig a little deeper into the issue of custom XBRL tags. Custom XBRL tags are unique metadata tags companies create to describe financial data points that do not fit into the standard XBRL GAAP taxonomy. These tags are extremely helpful when used appropriately. If a company’s data truly does not fit into one of the 17,000 approved tags then it is better to create a custom tag (or extension) than inappropriately use one of the standard tags. The downside to custom tags is they can be created quickly during the filing process and are easily overused.
Last summer the SEC issued its ‘Staff Observations of Custom Tag Rates’. According to the SEC, smaller filers accounted for 96% of filers with high custom tag rates. While the use of custom tags is decreasing from larger companies, its continued use among small cap companies diminishes the benefits of XBRL in the long-run. XBRL can be resource intensive to get right. Larger companies have had more time and experience working with XBRL. For smaller companies, where resources are tight, custom tags can be an easy and quick solution. However, they are not needed in most cases.
To avoid over use of custom tags companies can follow these simple guidelines. • Know which form you are filing and select the taxonomy section related to that specific statement you are tagging. Yes, you can select a tag from anywhere in the GAAP taxonomy but you risk selecting an incorrect one.
• If the financial data doesn’t conform exactly to the GAAP Taxonomies or SEC definition, that doesn’t necessarily mean you need to create a custom tag. If you are unsure, talk to a trained XBRL tagging expert to determine what is required.
• Your XBRL statement should contain the same information (not more or less) as the HTML statement. If the financial information is different, it’s a red flag.
• When possible, use the predefined table structure in the GAAP Taxonomy.
• Your XBRL tags should be reviewed and updated according to the latest taxonomy guidelines.
• Remember, not all SEC filing agents are created equally. Your filing agent should be an expert in XBRL, using the latest 2015 GAAP taxonomy guidelines and providing diligent proofreading services to help identify tagging errors before forms are submitted to the SEC.
To help address issues associated with tagging, XBRL US recently created the XBRL US Data Quality Committee whose goal is to provide guidance on uniform, consistent tagging of financial data and on the use of extensions (custom tags), as well as develop automated validation rules to verify compliance with the Committee’s guidance and to prevent or detect tagging errors.
At Edgar Agents we support this effort and believe that establishing best practice guidelines across the industry will help reduce the use of custom tags and eliminate errors that undermine the value XBRL can bring to the industry.
I am proud to say that at Edgar Agents, we have been working with XBRL since its early days. We have seen the standard (and the debate around) XBRL evolve. Our XBRL experts are familiar with the latest GAAP taxonomy standards and offer clients best practice advice on how to streamline their SEC reporting processes to reduce errors and stress. We offer a variety of XBRL tools and services (such as an XBRL Widget) to ensure that companies are meeting SEC guidelines. Contact us today to learn more or read our XBRL FAQ.
Friday, August 28, 2015
Are Small Companies Responsible for Inaccuracy in XBRL Tagging?
Let's Talk
Wednesday, August 12, 2015
Can You Rely on Your Filer’s Proofreading Skills?
Why Conduct a Regulation A+ Kick-starter Campaign?
Tuesday, July 28, 2015
Tips to Prepare Your 10Q Filings
Thursday, July 16, 2015
XBRL US Seeks Feedback on Proposed Rules
The review contains seven proposed validation rules that test selected attributes reported in more than 2,400 individual elements and certain broad classes of elements (such as Document and Entity Information). Since its public debut, the proposed rules have already received comments from industry professionals. The rules are as follows:
Element Values Are Equal
This rule tests that the value reported for the element Assets equals the value reported for the element Liabilities and Equity.
1. Dean Prinsloo says:
Wednesday, July 15, 2015 at 3:25 PM
Great rule!
2. Charles Hoffman says:
Wednesday, July 15, 2015 at 4:42 PM
This is consistent with the accounting equation, a fundamental rule of accounting.
3. Charles Hoffman says:
Wednesday, July 15, 2015 at 5:07 PM
The phrase “Element Values Are Equal” does not really describe this correctly. This is more about facts within the exact same context being equal. For example, this rule class means that the facts with the concept “us-gaap:Assets” and the fact with the concept “us-gaap:LiabilitiesAndStockholdersEquity” are equal in the same context (i.e. the period MUST be the same as well as any other distinguishing characteristics).
Context Dates After Period End Date
Dates that end after reporting period end dates are limited to subsequent events, forecasts and Entity Common Stock, Shares Outstanding.
Dean Prinsloo says:
Wednesday, July 15, 2015 at 3:26 PM
Context period dates should be correct.
DEI and Block Tag Date Contexts
Document and entity information, footnotes, tables, and accounting policy concepts must use reporting period dates that are consistent with the fiscal period focus of the filing (e.g. Q1, Q2, Q3 or FY).
Dean Prinsloo says:
Wednesday, July 15, 2015 at 3:28 PM
The periods above should be updated to be a specific range for each period, plus and minus 15 days, as example rather than some specific dates based on a sample period(s).
Element A must be less than or equal to Element B
Value for element A should be less than or equal to the value for element B. Documentation includes a list of elements where this comparison is tested.
Dean Prinsloo says:
Wednesday, July 15, 2015 at 3:30 PM
Good logic.
Negative Values
Elements that should not be reported with negative values. Documentation includes a list of elements tested.
Dean Prinsloo says:
Wednesday, July 15, 2015 at 3:34 PM
The XBRL “instance value” and the element concept balance attributes (debit or credit) should be verified for correctness.
Document Period End Date Context
Document and entity information dates should match the document period end date.
Charles Hoffman says:
Wednesday, July 15, 2015 at 4:47 PM
The value of dei:DocumentPeriodEndDate, the value of the “endDate” of the context of that concept, and the current balance sheet date should all be the same. I would propose taking this rule one step further to include the notion that these two dates should also be consistent with the current balance sheet date.
Document Period End Date Context / Fact Value Check
The document period end date should match the date tagged with the document period end date element.
No comments to date.
While the public reviews a description of the rules and submits comments, developers can download the open source code and incorporate it into their own software to use as a reference against their software and provide feedback.
To participate in the public review, go to: http://publicreview.xbrl.us To learn more about Edgar Agents and our products and services, please visit our website at www.edgaragents.com or call us at 732-580-5036.
Friday, July 10, 2015
Do You Qualify to Raise Capital Under Regulation A+?
Tier 1
First, it is important to know whether an offering has been qualified. To qualify for both tiers under Regulation A+, a company can only accept payment for the sale of its securities once its offering materials have been qualified by the SEC.
Companies that are conducting a Tier 1 offering must generally have their offering materials qualified by state securities regulators in the states where they plan to sell their securities. Investors should be aware, however, that the SEC’s qualification of an offering statement does not mean that the SEC has assessed the accuracy of the offering or its merits.
Under Tier 1, a company can raise up to $20 million in any 12-month period. In connection with any offering under Regulation A+, a company must also provide all investors with access to an offering circular, which is an abbreviated prospectus for a new security listing. For Tier 1, the circular must be filed with, and subject to be reviewed and qualified by, the SEC as well as the securities regulator in the states where it is being conducted.
It should also be understood that the financial statements disclosed in a Tier 1 offering do not need to be audited by an independent accountant. Companies only need to report on the status of the offering. As a result, however, there will not be the regular flow of company information as with companies listed on the NYSE or NASDAQ, for example.
Tier 2
Under the Tier 2 option, companies can offer securities up to $50 million in any 12-month period. And as with Tier 1, all investors must be provided with an offering circular or given information to access it. For Tier 2, the offering circular is also subject to review and qualification by the SEC, but is not subject to review by state securities regulators.
The offering circular will also contain important information about the offering, but unlike the first tier, financial statements disclosed in Tier 2 have to be audited by an independent accountant. Companies raising money under Tier 2 will also file regular reports with the SEC, but are only required to file a semiannual report, annual report, or interim current report should there be certain enumerated events.
Furthermore, securities offered under Tier 2 may also be listed on a national exchange, subject to the requirements of that particular exchange. In such circumstances, the company would be required to comply with the more extensive ongoing reporting requirements, including the requirement to file quarterly reports.
Overall, and as we reported in an earlier blog post, Regulation A+ allows smaller companies to raise money more cost-effectively. If eligible, this rule could mean large savings and profits for smaller companies. To learn more about our products and services, call one of our agents at 732-580-5036 or visit our site at www.edgaragents.com.
Friday, July 3, 2015
How Do You Think XBRL Reporting Could Improve?
A consortium of organizations filed a letter in late May suggesting improvements to the EDGAR/XBRL reporting procedures. Part of this initiative is to develop automated validation rules to detect input errors and verify compliance. Industry believes that persistent errors in XBRL filings have stalled usage of the XBRL database. And because these concerns have not received enough consideration from the SEC, the consortium hopes to find solutions from a conglomerate of XBRL industry players, then present it to the SEC.
Industry has also asked for simpler search options that best display data reported in XBRL. Ken Tysiac, editorial director of the Journal of Accountancy, paraphrases some of those recommendations in an article about the consortium’s letter to the SEC. Many of the suggestions mirror search features found in Internet browsers like Google or Bing. By making the overall system a lot more user friendly, usage of the XBRL database will definitely improve as a result.
For now and until the newly formed conglomerate decides what works best, we suggest working closely with a filer that hires only experienced certified XBRL operators and reviewers to file your documents accurately and within compliance. We also suggest using best practices for your next filing.
But, because we always like to hear from you, our readers, feel free to send us comments or suggestions on how you think XBRL should be improved. Email us at filings@edgaragents.com or post a comment below.
To learn more about Edgar Agents’ products and services, call us at 732-780-5036 or visit our site at www.edgaragents.com.
Friday, April 17, 2015
A Successful 10K Season
Our agents have been working around the clock to help finalize, proof and submit 10K filings for our clients. As is typical with most filings, edits do not always come in during normal business hours. We understand that our clients have many demands and financial reporting is just one of them.
You are busy closing sales, growing the business, speaking with customers, partners and investors, managing daily business operations and much, much more. More importantly, we know you are working around the clock to ensure your company’s success. That is why we built our business to support 24/7/365 operations.
Now that the bulk of the 10K season has passed and our clients have some down time, we would like to thank our EA team for their hard work supporting each client and filing. We are on track for an exciting year. At this pace, we will meet and surpass our filing numbers from last year.
We would also like to thank our clients for choosing Edgar Agents. Because of you, we are one of the top 10 fastest growing SEC filers.
#GetToKnowEdgarAgents today! Ask us about our flat rate pricing with no extra charges for weekend or off hour support.
Friday, April 10, 2015
Edgar Agents Participates in Growth Capital Expo
Next week, Edgar Agents will attend the Growth Capital Expo in Las Vegas. Below is today’s press release announcing our participation in the event. Hope to see you there!
New York City – April 8, 2015 – Edgar Agents, LLC. (Edgar Agents), a full-service financial compliance services firm, today announces that it will participate in the Growth Capital Expo, April 12-14, 2015 in Las Vegas.
Conference attendees will learn about Edgar Agents’ full range of services to help public companies, mutual funds and emerging companies with their financial reporting and investor communication requirements. Unique to the industry, Edgar Agents offers fixed rate pricing and custom packages for its Edgar & XBRL filing, typesetting and financial printing, and IPO offerings. This enables customers to stay on budget with no extra charges for rush projects or overnight and weekend projects.
“We are extremely excited to be attending the second annual Growth Capital Expo which will showcase over 100 pre-IPO and microcap growth companies, “said Steve Yakubov, President of Edgar Agents, LLC. “Not only does the conference provide an opportunity for companies to meet with potential investors, it also provides attendees with valuable insights into the IPO and SEC reporting process. Pre-IPO companies can count on Edgar Agents for custom IPO services that include typeset, Edgar and printing. More importantly, with our fixed fees, IPOs can trust that the final bill will not include unexpected charges.”
The Growth Capital Expo brings together the best ideas, the most promising companies and the top deal makers in emerging growth finance for three days of educational panels and presentations by the leading practitioners of investment in public and late-stage private emerging growth companies. Additionally, selected MicroCap and pre-IPO growth company management teams have been invited to showcase the best opportunities of the year for emerging growth investment. Growth Capital Expo provides face-to-face networking opportunities for building relationships and sourcing new deals.
For more information on Edgar Agents, read our Company FAQ or stop by our table at the Growth Capital Expo. To schedule a meeting at the show contact Steve Yakubov at steve@edgaragents.com.
About Edgar Agents, LLC.
Long term relationships flourish best when they are accompanied by trust and integrity. At Edgar Agents, we view trust, integrity and quality of service as our greatest asset. We manage all your financial compliance and SEC filing needs. From annual 10-Ks and quarterly 10-Qs to 8-Ks, Registration Statements and Section 16 filings, we will provide you with unparalleled customer service, accurate and prompt turn around, all at an incomparably competitive price. To learn more about Edgar Agents, please visit www.edgaragents.com.
Wednesday, March 25, 2015
Need Help Filing Your 10K by March 31?
Use SEC Tools
The SEC provides tools and templates for very novice filers and although many of you have probably already filed countless 10Ks before, it’s still good practice to refer back to the SEC’s tools occasionally to make sure you have addressed all necessary steps. Try skimming through the SEC template of the Form 10K to check if any items on your Form 10K were overlooked, sections were underdeveloped or facts still need to be explained. Compare the template to your document and check all items that have been completed or addressed.
Track Important Deadlines
Always, always keep track of your dates. Continue to keep a calendar with the most pertinent dates on hand. You might want to make fresh copies that include the latest updates for all parties involved to ensure everyone is on the same page. Edgar Agents has a free, downloadable calendar with the 2015 filing deadlines listed. Refer to this calendar often.
Proofread Titles and Submission Page
When proofing your documents, double check the submission page so the name of your exhibits match the .html file name. In addition, make sure the exhibit title description on the submission page is not too long. It will be cut off when filed and displayed on the SEC website. If possible, try shortening it to about 80 characters. When proofing documents, make sure to work off the latest draft to eliminate confusion among all parties involved.
Be Clear About Your Edits
While proofreading your 10K, use the proper proofreading marks and be clear about your instructions. Proofreader marks facilitate and reduce confusion when making edits. Be sure to incorporate marks that actually request a specific edit and avoid ambiguous symbols that neither correct or give direction. If you are not familiar with proofreader marks, the Chicago Manual of Style, AP or Merriam-Webster offer excellent reference guides. Although some symbols may vary, most marks are similar and any full-service financial filer will recognize them.
Check Signatures and Dates
Make sure all signatures and dates are accurate when submitting your documents. Even if the filing date could change during the conversion process (for example if a company decides to file on another date), be sure to double check the dates and signatures before giving final approval to file. It’s important to remember that for Edgar/XBRL, signature requirements are satisfied with the signatory’s name typed into the electronic format, but registrants are required to retain manually signed authorizations of the typed signatures for five years.
Still have questions about filing your 10K or need advice? The Edgar Agents team is available 24×7 to help you submit your filings on time. Or, read our “8 Tips to Prepare Your 10K Filing” blog for more helpful advice.
To learn more about our full array of SEC and XRBL filing services, contact Edgar Agents today.
Thursday, March 19, 2015
How Can EA16 Help Me File Section 16 Documents?
Back in 2010 the SEC updated its FAQs for Section 16 rules and regulations. The FAQs are a great resource to help companies understand the procedures for filing electronically and addresses specific questions related to a company’s officers and directors.
At Edgar Agents we often get questions related to Section 16 rules and our EA16 offering – a secure online portal that helps clients manage and file their Forms 3, 3/A, 4, 4/A, 5 and 5/A directly to the SEC. To help you learn more, we have created our own Section 16 FAQs.
What does EA16 do?
Our Section 16 portal, EA16, quickly creates, manages, and transmits XML-formatted Forms 3, 3/A, 4, 4/A, 5 and 5/A directly to the SEC. You can validate, test and file your forms to the SEC in real time. With EA16, you control the document and the entire filing process.
Can I revisit and work on a single draft before filing to the SEC?
Yes. You are able to save and re-visit current drafts and previous submissions. The EA16 portal stores a complete history of all filings so you can work on a draft, save it and come back to it later if you need to. You can also retrieve an older submission should you need it for reference.
Will I need to be trained to use the EA16 portal?
No. The EA16 portal is user friendly and includes a template that looks identical to a traditional Form , 3/A, 4, 4/A, 5 and 5/A. With a click of a button you can file a filled out and approved template directly to the SEC. If you have any questions, an Edgar Agents representative available 24/7, to guide you through the portal submission process.
Can more than one person work on a draft at the same time?
Yes. Multiple users can work on the same draft under a single account. If necessary, users can also be assigned different administrative rights.
Is there flexibility in managing multiple issuers and reporting parties?
Yes. If you are filing for multiple reporting parties or have multiple issuers, you are can manage all parties under your own password without having to sign in for each individual party. The EA16 portal allows you to easily manage multiple issuers and reporting entities throughout the system.
Do I have to purchase software?
No. There is no software to purchase and no installation is required. You just need to call an Edgar Agent to set you up on our secure portal. The portal can be accessed directly from www.edgaragents.com.
Section 16 form filing is a critical part of reporting requirements and transparency between key stakeholders for a company and investors. As a full service compliance reporting services company, we make it easy and cost effective for companies to meet today’s financial reporting demands. To learn more about our EA16 portal for filing Section 16 forms, or to request a quote, call our office at 732-780-5036 or send us an email through our contact page.
Monday, March 16, 2015
Roth Conference Reveals IPO & Energy Investment Surge
Concerning IPOs, attendees we spoke to were particularly interested in printing and printing costs associated with the IPO process. We learned that some printing bills had reached several thousand dollars for recent filings. For attorneys handling IPOs we recommended that they reevaluate current printer fees in order to save their clients thousands of dollars in overall charges. Attorneys, CFOs and others involved in IPOs should be looking for financial printers that offer fixed pricing contracts. This helps IPOs stay on budget. If you want to learn more, read our recent blog post on printing costs.
The energy sector was also a hot topic at this year’s show. We saw more energy investors this year. Last year’s attendees showed more interest in the healthcare market, while this year’s investors were looking at the clean technology, oil, gas and mining fields. But don’t sell the healthcare market short, there were still a fair share of presentations and interested parties discussing the health care and pharmaceutical market.
While the Edgar Agents team was not able to make it to every Panel discussion, there were a number of memorable ones such as shareholder activism, energy markets and IPO readiness, with a special presentation from Keynote speaker Martin E. Franklin, founder and executive chairman of Jarden Corporation.
On the lighter side, the conference offered many networking opportunities from morning yoga classes to a concert from Fall Out Boy. With such an exciting program on educational sessions and networking opportunities, The Roth Conference remains a major event in the financial industry for attorneys, CEOs, accountants, investors and basically anyone working in the small to mid-cap space. We look forward to seeing you at next year’s event!
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The Edgar Agents Booth during the Roth Conference. |
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The Cro-nuts were a BIG hit at the Edgar Agents Booth during the conference. |
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Left to right: Teresa Cordero, Vice President, Edgar Agents; Darrin M. Ocasio, Partner at Sichenzia Ross Friedman Ference LLP; Alla Mekhtieva, Business Development, Edgar Agents. |
Tuesday, March 3, 2015
Meet Edgar Agents: A Better Way to XBRL
Why is the MD&A section not mapped?
Although many financial documents contain an MD&A section, it is not required by the SEC to tag this data in XBRL. The MD&A section is a useful part of the annual report, especially for investors analyzing the fundamentals, management and management styles of a company, but the MD&A section is not audited.
Do I need to post my XBRL filings to my website?
The SEC requires companies to post the last 12 months of their XBRL filings onto their website. Edgar Agents makes this easy with our XBRL Widget. The Edgar Agents widget can be easily uploaded onto your website without in-house IT assistance, and ensures that XBRL filings are available on your website within 2 hours of filing with the SEC. And, all company filing information is automatically updated.
How can I reduce the amount of time it takes to get an XBRL draft?
Most clients feel XBRL adds to their work load since they have to review both XBRL and Edgar, but clients of Edgar Agents know that both our Edgar and XBRL departments have proofreaders onboard that review the work twice before submitting it back to a client. The chance of missing something is very minimal and the amount of review work is cut in half. Trusting your filer is key and utilizing some tips to speed up the process is also good practice.
Does Edgar Agents use third-party vendors to help with XBRL conversions?
No, all of our XBRL conversions are done by experienced Edgar Agent employees. Unlike other filing agents who outsource the XBRL and work with many different third party filing firms, we take the time to address each client’s specific needs. This streamlines the reporting process.
Do you have a specific timeline companies must follow?
We understand there are several factors associated with preparing financials and work with our clients to meet the tightest of filing deadlines. Our staff is available 24×7 at no extra cost. We can make changes up until the very last minutes – even on weekends and holidays.
Leveraging best practices, we recommend that clients send the initial draft 2 weeks prior to the deadline. This enables us to update XBRL files with SEC changes and map new data with the latest information since the client’s previous filing. As part of this process, our XBRL team selects new tags for new notes and sets up the proper XBRL formatting structure to prevent SEC filing errors.
How much will my XBRL cost?
Edgar Agents offers transparent billing practices with customized packaging and pricing for our clients and their budgets, and there are no extra charges for overnight or weekend jobs. Please contact Edgar Agents at info@edgaragents.com to learn more about our services.
Follow us on Twitter @EdgarAgentsLLC and our LinkedIn page.
Monday, March 2, 2015
8 Tips to Prepare Your 10K Filing
Get Organized
As many of you know, preparing a 10K is a labor of love but you should still take the time to get organized to ensure your filing process goes smoothly. Create a list of items that need to be done by specific dates or times. No matter how close to the deadline you are, be sure to sort and prepare the most pertinent pieces first before executing your plan of action. For more on getting organized, check out our blog post Preparing Your Filings in Half the Time.
Make a Checklist
As with all filings, you must always be aware of your deadline. When filing a 10K form create a checklist according to due dates. Only list the most important pieces of the puzzle so you don’t overwhelm yourself and simply address all the items on the list in an orderly fashion. As basic as it may seem, this simple task will help you stay focused when things get hectic at the final hour. Also create internal deadlines for each item to help you manage the process and meet SEC deadlines. This way you’ll be ready to file sooner than later.
For help creating your checklist, Deloitte & Touche LLP recently published a SEC Compliance Checklist for Annual Report on SEC Form 10-K.
Keep a Calendar
Keep a calendar of all important dates. Edgar Agents provides a free calendar to all its clients with all the deadline dates, SEC holidays and any other pertinent dates you should know when filing your documents (download calendar). Make copies for all parties involved in the filing. This way everyone stays on the same page and can use the calendar as a tool when discussing next steps.
Know Policies and Procedures
Anyone preparing a company filing should be familiar with Regulation 12B and Regulation S-T, which explains how to prepare and submit documents electronically. If there is anything about filing electronically that you are doubtful about and your research doesn’t answer your questions, give us a call ahead of time. We can help guide you through the necessary steps so you’re prepared to file before the deadline.
In addition, be aware that companies are required to disclose in the annual report whether periodic and current reports are available on their website. To assist with this, Edgar Agents offers its clients an XBRL widget that can be easily uploaded onto your site and updates automatically to display your latest financials. Ask about our XBRL widget when you call.
Deliver Financials First
Submit your financial statements and notes first – these take the longest to process. Statements and notes need to be formatted in Edgar while specific information needs to be tagged in XBRL throughout the document. This procedure can take some time to administer accurately. To help speed and simplify the process, Edgar Agents uses single source technology so changes reflect in both formats simultaneously. However, it is still good practice to send financials and any tables that belong in the document before the main body of the 10K.
Send Changes in Bulk
Submit all your changes at once or in one proof. If there is more than one party reviewing your documents, submit all their edits, plus your edits, in one email or in one proof if possible. This could help speed up the alteration process. Also, be sure to work off of the latest draft when making edits. Working off of an older draft can be confusing to all parties involved.
Check Signatures and Dates
Make sure all signatures and dates are accurate when submitting your documents. Even if the filing date could change during the conversion process (for example if a company decides to file on another date), be sure to double check the dates and signatures before giving final approval to file. It’s important to remember that for Edgar/XBRL, signature requirements are satisfied with the signatory’s name typed into the electronic format, but Registrants are required to retain manually signed authorizations of the typed signatures for five years.
Trust Your SEC Filing Agent
Finally, it is critical that you trust and have confidence in your filing agent. Is your filing agent responsive and available to you 24×7, including weekends and holidays? Do they adjust priorities to ensure that your requests are being met and all questions are being answered? If you are not satisfied with your filer, it’s time for a new one now. The Edgar Agents brand promise is to provide unparalleled customer service that is why we partner with our clients and are available 24×7. We also take on last minute projects even during heavy filing periods.
To learn more about Edgar Agents and our many services, please call us at 732-780-5036 or visit our website at www.edgaragents.com.
Friday, February 20, 2015
Get To Know Edgar Agents: Typesetting & Financial Printing Services
In addition to filing financial information electronically with the SEC, companies are required to provide investors with printed information from proxy statements to earnings reports. Did you know that Edgar Agents has a comprehensive financial printing and typesetting service available for public companies, mutual funds, and IPOs?
Read our Typesetting and Financial Printing FAQ to learn more:
Does Edgar Agents offer typesetting and print services?
Edgar Agents is a financial compliance services group with extensive typesetting and printing services to handle everything from Annual Reports, Proxy Statements, Quarterly reports, Prospectuses, IPO equity offerings, mutual funds and other financial information. For more than 15 years, our printing experts have helped companies manage their entire project from EDGARizing, typesetting, printing, coordinating shipping distribution to the transfer agent, and full mailing capabilities to shareholders.
Leveraging automated technology, we provide single source publishing directly from typeset to EDGAR in a matter of minutes for accurate revisions and seamless proof distributions. Our enhanced programming and quality control procedures ensure integrity that you can count on.
How does Edgar Agents distinguish itself in the competitive financial services industry?At Edgar Agents, we take pride in delivering the highest level of customer service in the industry. This includes providing a concierge-level of service where we guide customers through the entire financial printing process and take a proactive approach to meeting your internal deadlines as well as SEC deadlines. Our team is focused on quality, accuracy and timeliness for every project we work on – each and every day.
Unique to the industry, we offer fixed rate pricing and custom packages. We never charge for rush projects or overnight and weekend projects. Our team is available 24×7 to help you at no extra cost. The rate you are quoted is the rate you are charged.
What is a single source typesetting platform?Edgar Agents leverages a single source platform for typesetting and financial printing. This allows critical, market sensitive filings to be drafted and executed seamlessly.
Specifically, the term single source refers to the single data file that is used to generate the EDGAR HTML submission and the typeset print version of a document. Using a single source platform ensures that the data for both the print document and filing submission is identical.
Having a single data source provides a significant time advantage. Your company or working group can concentrate on crafting the deal, not expending valuable energy on reviewing the content.
Does the Edgar Agents typesetting platform offer “granular” SEC compliant marking?Yes, all Edgar Agents typeset projects support SEC compliant granular marking, whereby individual words and number changes are discretely marked for each group drafting session.
Draft distributions of current marked and cumulatively marked proofs will ensure that your working group will be able to clearly see how and where the document has evolved since the last working group distribution.
Does the typesetting platform support distribution of changed pages only?Yes, our current marked drafts will contain only those pages that have changed specifically to the drafting session.
Will you be able to match and follow our style specifications and work with our art director?Edgar Agents welcomes stylized annual reports and specialized typesetting projects. We are happy to work with your team to ensure content and style accuracy. Reviewing your unique style requirements before your project deadline will allow our team to prepare a proof of concept for your art director.
For example, Edgar Agents typesetting process includes creating templates and applying style sheets to generate print ready documents. We create customized style sheets that conform to any style when generating output. Because we are able to work with any typesetting software such as XPP, InDesign and QuarkXPress, we guarantee high quality visual and structured layouts that are always accurate and secure.
Can you help us with the images in our document?
Edgar Agents can recreate and redraft line charts, organizational charts, pie charts and structural diagrams ensuring that the filing and the final printed document will have sharp high resolution images that are color corrected for printing.
Do you provide high resolution PDFs for typesetting?For all typesetting projects we provide our customers with high resolution print ready PDFs, Microsoft Word write backs or HTML exports. Other formats are available on request.
If I use your typesetting services, do I have to use your printing services?Customers can choose to use Edgar Agents for just typesetting and/or printing services. Traditionally customers use both our typesetting and printing services as it is more cost effective and we can offer custom pricing packages. By combining both services you are assured the highest quality result from beginning to end.
What type of printing technology does Edgar Agents use?Edgar Agents uses state-of-the-art digital or offset web presses for all our financial printing. By working directly with our print team on your print project, Edgar Agents can get your books printed on schedule and delivered cost effectively. Many deals that clear overnight can be on the street by morning.
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Tuesday, February 17, 2015
Photo Album: Edgar Agents at Innovations 2015
With the cold, snowy weather we are having in New York and New Jersey, the Edgar Agents sales team - led by Teresa Cordero, VP of Sales - was excited to spend a few days in sunny South Beach.