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What is the difference between Services Requiring Attention (SRA) and Orders requiring attention (ORA)?
SRA - Clients private info
ORA - Info for a filing. May be public
-Who do we reach out to for a ste assignments?
Carmen Arzy
How far in advance do we invoice clients? Why?
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90 days – To give our clients and filers time to plan
What kind of purpose do Bylaws Serve?
An Internal Document that demonstrates ownership and agreements amongst the key parties
What is our policy on refunding monthly services? -
No refund after 24 hrs
How can one prevent an escalation? -
Speaking with a warm smile from the start.
listening closely.
The sandwich method for bad news
Who do we reach out to for info on an OH filing?
Central filers
What subjects can we NOT advise on?
Accounting, Taxes, Legal
How much is RA Service on WYMF?
$50
What phone questions can we help with?
basic functions, reinstatement, cancellations
What are some ways we can try to make things right for a mistake that was on us?
1 yr free RA
Following up with an email
Who do we reach out to for a misplaced piece of mail?
Digital Mail Coaches
How do you verify a physical address? What documentation do we accept as verification of an address? Who do you notify once completed? How?
Google -
Must be unedited, current, or dated within the last 3 months. This must also contain the name of the communications contact or a listed Member.
• Recent Utility Bill
• Government issued Identification
• Long Term Lease
. Certificate of Occupancy.
(No Acct yet) I am a new WY25$ client w/a standard LLC dissolved for "No Agent". How much is it to reinstate, and how long will it take?
$450 20 - 25 biz days
Where do reach out to for additional phone assistance?
Phone support via email, or txr to 206
What would we need coach approval on?
Waiving something over $50
Such as Filing Fee's
State fees.. ETC
Who do we reach out to, to have a doc shipped to a clients location?
WY Mail Team
A client emails in requesting to update their address on the state record. What does he need to do?
An Address Update Amendment
How much is Biz ID on WY25?
$21.60 per month
What does Merch Services DO?
Credit Card processing for clients
How long does an EIN with out a SSN take to get back?
4-8 weeks
What is our legal registered agent information to list on the Secretary of State (SOS)?
Registered Agents INC
30 N Gould ST
STE R
Sheridan, WY 82801
Why would a client need to file an Amendment?
To change the company name, change from one subtype to another
A client emails in that they filed their own Annual Report (AR) and no longer needs the renewal/compliance service or filing. What do you do (step by step):
Verify we didnt file it, See if they were charged and if they will need reimbursement, cancel filing and services
Are DAO's Private?
Yes