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Tag Archives: compliance
Resources for Equity Transactions and Planning: Part 2 – Firmex Deal Room
I’d like to share with our Corporate Focus and Equity Focus users three great resources that I recommend for equity planning, equity transactions, and understanding equity instruments. Our customers have used all of these, and I want to make sure … More
When Should You Get A System for Equity Management and Compliance Tracking? Just Ask Your Clients and Staff.
I’m often asked this question by lawyers interested in using Corporate Focus to improve equity management and corporate compliance tracking for their clients: When is the right time to start? Are we too early? Are we too late? Are we … More
Equity Management: Easy as 1-2-3
As the founder of Two Step Software, I’ve been asked numerous times how to simplify the many complex aspects of equity management. When we developed our online system 15 years ago, our goal was to use a database application to … More
The Billable Hour is Still Under Attack — How Will Your Law Firm Respond?
On my way to the International Legal Technology Association’s 2009 conference, I read the Wall Street Journal’s front-page article, “Billable Hour Under Attack – In Recession, Companies Push Law Firms for Flat-Fee Contracts,” with great interest. The initial talk about … More
Big-Four Auditor Says SOX is a Good Thing for Everyone, Including Private Companies
In the July issue of The CPA Journal, professors Nancy T. Hill, John E. McEnroe, and Kevin T. Stevens of the College of Commerce at DePaul University, surveyed 2,700 CPAs engaged in audit, tax and advisory services to assess their … More
