SERVICES

EDGAR
iXBRL (Inline XBRL)
Press Release Distribution
Financial Printing
Executive Placement Services

EDGAR Filings

For over 25 years, Borer Financial has distinguished itself as a leading EDGAR Filing Agent registered with the Securities and Exchange Commission.

We assist publicly traded companies, hedge funds, trading firms, individuals and start-ups that are required to file compliance documents with the SEC utilizing EDGAR.

Our commitment is to provide you with the most cost-effective, yet accurate streamlined process and turnkey solution for your IPO or corporate/individual regulatory filings.

Borer is extremely flexible and can customize our services to meet any of your regulatory/EDGAR filing needs as we are available 24 hours per day, 7 days per week, every day of the year (including holidays).

Borer Financial files electronically through EDGAR the following forms, including, but not limited to:

  • Current Reports:
  • Quarterly and Annual Reports:
  • Section 16 Ownership Filings:
  • Proxy Statements:
  • PRE 14A (Preliminary Proxy Statement)
  • DEF 14A (Definitive Proxy Statement)
  • DEFA14A (Additional Definitive Proxy Materials to Definitive Proxy Statement)
  • PREM14A (Preliminary Proxy Statement Relating to Mergers & Acquisitions)
  • DEFM14A (Definitive Proxy Statement related to a Merger or Acquisition)
  • Registration Statements:
  • Form DRS (Draft Registration Statement)
  • Form S-1 (Registration Statement)
  • POS-AM (Post-Effective Amendment to a Registration Statement)
  • Form F-1 (Registration Statement for Foreign Entities)
  • Transfer Agents:
  • TA-1 (Registration as a Transfer Agent)
  • TA-2 (Reporting Activities of a Transfer Agent)

Borer's competitive advantages are as follows:

  • EDGAR and iXBRL professionally trained specialists that are accessible 24/7 every day of the year to assist you at all times
  • Ability to incorporate last-minute revisions directly before a filing deadline without compromising accuracy
  • Exceptional attention to detail and analysis of documents without minimizing speed
  • Immediate and unparalleled world-class personalized customer service

EDGAR filings are and continue to be the foundation of Borer Financial.

We provide a stress-free and unsurpassed level of comfort to our clients.  Borer is known for the quickest and most accurate turnaround times with the most cost-effective price structure.  We are impeccable when it comes to incorporating last-minute revisions and delivering accurate proofs.

Our utmost attention to detail assures our clients that their EDGAR filings are professionally formatted, accurate and properly filed on time, making Borer Financial the clear choice for your EDGAR filing service needs.

XBRL/iXBRL Filings

Borer Financial is very knowledgeable with tagging and filing regulatory documents in XBRL and iXBRL.

The XBRL tagging requirements apply to the financial statements of regulatory reports such as Form 10-Q, Form 10-K and Form S-1 documents.

Once the HTML and XBRL files are submitted to the SEC via the EDGAR system, the publicly traded company is required to post the XBRL files on their company’s website.

In June 2018, the SEC voted to adopt amendments to the XBRL reporting requirements that would require registrants to use Inline XBRL (iXBRL) format for the submission of financial statement information.

iXBRL embeds XBRL data directly within the HTML portion of a filing. This allows a single document to provide both human-readable and structured, machine-readable XBRL data.

The transition from XBRL to iXBRL for financial statements will be done on a phased basis:

  • Large Accelerated Filers – Already has implemented iXBRL
  • Accelerated Filers – Already has implemented iXBRL
  • All Other Filers – Must implement iXBRL beginning with a fiscal period ending on or after June 15, 2021*
  • Foreign Filers – Already has implemented iXBRL

*Filers will be required to use iXBRL beginning with their first Form 10-Q filed for a fiscal period ending on or after the applicable compliance date.

The requirements for companies to post XBRL data on their websites will be eliminated once they switch from XBRL to iXBRL.

The following forms are required to have iXBRL tagging:

  • Form 8-K
  • Form S-1
  • Form 10-Q
  • Form 10-K
  • Form 20-F
  • Form 40-F

The final phase-in for iXBRL (inline XBRL) for Risk Return filings begins on September 17, 2021.  All fund groups will need to comply with the iXBRL requirements for any initial registration statement (or post-effective amendment that is an annual update to an effective registration statement) that becomes effective on or after September 17, 2021.

With numerous data tags in the approved taxonomy and specific steps required to create custom extensions, companies can easily become overwhelmed by the self-tagging process associated with iXBRL filings. Borer Financial completes this arduous task for you.

Press Release Distribution

Borer Financial is partnered with one of the industry’s top full-service press release distribution networks.

We specialize in the distribution of corporate press releases, which include but are not limited to dividend and earnings releases, mergers and acquisitions as well as shareholder meetings. These press releases are distributed to the media, shareholders, investment community and the public.

Through our partnership with a premier news and communications company, we are able to provide our clients with regional, national and global press release distribution options.

Borer Financial’s clients also have the option to target specific audiences with precise geographical locations and industry sectors that are important to their company.

We are leading the way in targeting, analytics and social engagement in the press release distribution realm.

Borer Financial provides the following edge over our competitors:

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Borer Financial provides the following edge over our competitors:

  • The widest distribution at the best price point
  • U.S. National distribution with unlimited words
  • Distribution to all major media channels and financial hot spots
  • Simultaneous filing of your company’s Form 8-K with the SEC

Borer Financial is very knowledgeable with tagging and filing regulatory documents in XBRL and iXBRL.

The XBRL tagging requirements apply to the financial statements of regulatory reports such as Form 10-Q, Form 10-K and Form S-1 documents.

Once the HTML and XBRL files are submitted to the SEC via the EDGAR system, the publicly traded company is required to post the XBRL files on their company’s website.

In June 2018, the SEC voted to adopt amendments to the XBRL reporting requirements that would require registrants to use Inline XBRL (iXBRL) format for the submission of financial statement information.

iXBRL embeds XBRL data directly within the HTML portion of a filing. This allows a single document to provide both human-readable and structured, machine-readable XBRL data.

Financial Printing

Borer Financial is a leading full-service end-to-end financial printing firm.

We are able to meet a broad range of high-volume printing and mailing needs that enable companies to connect with anyone, such as shareholders, at any time.

Borer operates on a round-the-clock basis, every day of the year for all your company’s time-sensitive needs.

Borer Financial’s printing capabilities include:

  • Printing, Including Full-Color Printing
  • Binding
  • Finishing
  • Fulfillment, Mailing and Delivery

Borer Financial’s printing services include but are not limited to documents such as:

  • IPO's
  • Quarterly Reports
  • Annual Reports
  • Proxy Statements
  • Prospectuses
  • Mergers and Acquisitions

Executive Recruiting

Borer Financial’s Executive Recruiting services has a stellar reputation in the “C-Level” community for placing high level executives both nationally and internationally.  Our recruiting division also specializes in recruiting upper and mid-level management positions.

Borer’s executive recruiting branch has evolved over the past 25 years.  Some of our clients would ask if we knew of a great CEO or CFO for their firm.  Being in the SEC filing industry, Borer has many connections and we were able to seamlessly locate and place executives.

Borer Financial conducts thorough and professional market research to identify, evaluate and attract the best possible candidate.

We work across all major industries and focus on the candidates’ competencies, experiences, personality as well as what drives them to match the best fit for your company.  Borer also focuses our attention to those candidates that are able to build and expand upon the existing frameworks of your company for retention and compensation.

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Borer Financial is dedicated to providing your business with highly skilled professionals whom perfectly fit within your hiring requirements and organizational structure within your company.

Our placement rates are competitive and our service is superlative.

We welcome the opportunity to source your next C-Level candidate.