Corporate Records Review
Corporate Records Review and Compliance Check
Not sure whether your corporate records are complete, organized, or up to date?
Many corporations discover over time that important corporate documents may be missing, outdated, inconsistent, or difficult to locate — especially if records have not been maintained regularly.
At Core Compliance, we provide structured corporate records reviews to help business owners better understand the current state of their corporate documentation and identify areas that may require updates or organization.
What’s Included
Our corporate records review services may include:
› Review of your existing minute book and corporate records
› Identification of missing or incomplete documents
› Review of directors and officers records
› Review of shareholder and share structure records
› Identification of outdated or inconsistent information
› Review of annual corporate records and resolutions
› General corporate records organization review
› Summary of findings and possible next steps
Why a Corporate Records Review Matters
Many business owners are unaware that corporate records may become incomplete or inconsistent over time.
This can happen when:
› Annual records are not updated regularly
› Directors or shareholders change
› Corporate changes are not properly documented
› Records are stored in multiple locations
› Previous records were never fully completed
Incomplete or outdated records may create difficulties during:
› Financing or lending applications
› Accounting or tax preparation
› Shareholder or ownership changes
› Business sales or restructuring
› Future corporate updates and filings
Understanding the current state of your records is often the first step toward improving organization and ongoing corporate maintenance.
Who This Service Is For
This service is ideal for:
› Business owners unsure whether their records are current
› Corporations with older or incomplete documentation
› Companies preparing for financing, accounting, or sale
› Businesses requiring a clearer understanding of their corporate records
› Corporations looking to improve organization and compliance practices
What You May Receive
Depending on the records provided, your review package may include:
› Review of existing corporate records and minute book
› Summary of missing or incomplete records
› Identification of outdated information
› General corporate records observations
› Suggested next steps for corporate records organization, maintenance, or further review, based on the records provided and the scope of the engagement.
› Organized review notes and findings
Frequently Asked Questions
What is a corporate records review?
A corporate records review involves examining your existing corporate records and minute book to identify missing, incomplete, outdated, or inconsistent documentation.
Why would a corporation need a records review?
Many corporations accumulate incomplete or outdated records over time, especially if annual maintenance or corporate changes were not consistently documented.
Can you tell me if documents are missing?
Yes. Based on the records provided, we can help identify corporate records that appear to be missing, incomplete, outdated, or inconsistent.
Can you review older corporations?
Yes. We regularly assist corporations that were incorporated many years ago and require a review of historical records and documentation.
What happens after the review?
Following the review, businesses may choose to organize, update, reconstruct, or maintain their records moving forward.
Do I need a records review before updating my minute book?
Not always, but a review may help identify what updates or corrections may be required before additional corporate changes are completed.
Can you assist professional corporations?
Yes. We also assist professional corporations, including physicians, dentists, accountants, and other regulated professionals requiring organized corporate records reviews and maintenance support.
Will I receive a written summary?
Yes. Depending on the service requested, a written summary of findings and observations may be provided.
Can you help organize records after the review?
Yes. We can also assist with minute book organization, reconstruction, annual maintenance, and corporate record updates where needed.
Pricing
Corporate Records Review
Rate: $150/hour
Final pricing depends on the volume, condition, and complexity of the records provided for review.
No government filing fees apply unless additional filing services are requested separately.
GST applies to service fees only.
Administrative and corporate compliance support services only — no legal advice.
Get Clarity on Your Corporate Records
If you are unsure whether your corporate records are complete or up to date, we can help you better understand the current status of your records and identify what may require attention moving forward.