Services

EDGAR (Electronic Data Gathering, Analysis and Retrieval)
Press Release Distribution
Financial Printing
Executive Placement Services

EDGAR Filings

Our competitive advantages are as follows:

  • SEC EDGAR professionally trained staff that is accessible 24/7 every day of the year
  • Immediate and unparalleled customer service
  • Ability to make last-minute changes up until the filing deadline
  • Exceptional attention to detail, which results in the best quality for all projects
  • XBRL and iXBRL professionally trained specialists

Borer Financial provides an unsurpassed level of comfort to our clients. An important aspect of our job is to eliminate our clients’ anxiety and stress regarding their SEC filings. Borer Financial is impeccable when it comes to incorporating last-minute changes and submitting a document before a filing deadline. Our attention to detail assures our clients that their EDGAR filings are accurate, on time and properly filed, making Borer Financial the clear choice for your EDGAR filing service needs. We will partner with you, analyzing your documents every step of the way.

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 – Must implement iXBRL beginning with a fiscal period ending on or after June 15, 2020*
  • All Other Filers – Must implement iXBRL beginning with a fiscal period ending on or after June 15, 2021*
  • Foreign Filers – Must implement iXBRL beginning with a fiscal period ending on or after June 15, 2021

*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 10-Q
  • Form 10-K
  • Form 20-F
  • Form 40-F

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.

Borer Financial is 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

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.

We differentiate from the “rest of the pack” by conducting thorough and professional market research to identify, evaluate and attract the best possible executive.

You will not find “TOP” C-Level resumes on Zip Recruiter, Indeed, or Monster. Let me tell you why: ZipRecruiter matches resumes that have “keywords” with your job description. This means if you have the word “resourceful” in your job description, secretaries and other administrative types are going to send their resumes to you, not the C-Level executives that you are looking for to fill the open position. Valuable executives never post their resumes in these mid-low-level search engines.

This is why Borer Financial utilizes proprietary and licensed databases such as Invenias, Blue Steps, Hoovers and ZoomInfo. Unlike Zip Recruiter or Monster, they do not contain resumes…they include information about “who is who” in the industry and “where that who” actually works. By utilizing talent acquisition, Borer Financial then contacts them and raises their interest in the opportunity presented by the client.

Our executive recruiting branch evolved over the past 24 years when customers would call and ask if we knew of a good CFO or CEO for their firm. Many times, the company was in a bind. Being in the SEC filing industry, we knew many of the top executives of other clients and were able to seamlessly locate and place executives.

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We have a stellar reputation for placing high-level executives, mid-management and temporary personnel, both nationally and internationally. We work across all major industries to locate the qualified executive whose knowledge, experience and personality are the best fit for your company’s open position.

Our placement rates are competitive and our service is superlative.

Borer Financial’s recruiting division also specializes in recruiting upper-level management positions.

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