Hi! Thank you for your question. Yes, we do offer bookkeeping services for start ups and small businesses. We  typically charge $50/hour plus any costs incurred (ie: if you’re looking to have QuickBooks Online, we would bill you our cost). For most of our small start-ups, we can typically do th... more

The CfPA represents a range of stakeholders in the crowdfunding industry including investors, issuers, intermediaries (/crowdfunding portals), and the growing community of service providers (e.g. accountants, lawyers, analytics firms, marketing and communications firms).

In order for the industry to... more

The SEC requires GAAP based financial statements. Depending on the amount you want to raise, the requirements could be anything from self-prepared, GAAP based financials, all the way up to an audited set of financials. Reviewed financials are required if you want to raise up to $1,070,000. Anything ... more

Apologies for missing this question last month. The holidays slowed me down. I hope you enjoyed yours.

We recently posted a blog on Small Change that addresses your question - it's called Investing long-term, with the crowd.  I think you'll find some answers there.  And if that's not enoug... more

hi! Yes, Kickstarter is certainly the most well known. However any platform is only as good as the traffic you send to it, because on Kickstarter the community is not really the one making purchases but traffic you send to your project page. Even the viral projects we’ve run only tend to get a max o... more

Title III Crowdfunding does not necessarily allow test the waters, however Regulation A and other forms of offerings do.  In general testing the waters involves obtaining non-binding solitications of interest from potential investors in an offering.  By testing the waters and determining... more

Federal law pre-empts state blue sky law for Tier 2 Regulation A+ offerings.   However, even when the state's are prohibited from requiring registration processes, they can require a notice filing and the payment of a fee.  Each state does require such notice filing and payment ... more

The short answer is, yes! Computershare offers its clients a wide range of tools and services designed to do just that. For example, our transfer agency customers rely on us to properly and securely manage their investor records, transactions, payments and communications. If a company would prefer... more

Without knowing the specifics of your industry, we’ll have to answer somewhat generically. In general, there are three good reasons why a company should consider a blockchain pilot project:

1) To Manage Risk.  There’s a lot of hype – perhaps too much - about what can be accomplished using... more

As it stands today, the vast majority, if not all, token or coin issuances implicate the federal securities laws and involve the sale of securities.  Accordingly all offerings should be treated as such.  The guidance helps us understand how companies can plan in advanced to either have t... more