Month: August 2023

At Incserv, our people are what make the difference – and we’re excited to introduce the folks that make this place special. Each quarter, we profile an Incserv team member, sharing a little bit about what they do, how they got here and what matters to them outside the world of incorporating services. In this installment, we sit down with compliance division associate, Rosa Allen. Enjoy!

Thanks for taking the time to chat, Rosa. Let’s jump right in! Tell us a little about your role at Incserv and what you do? 

I work in our compliance division. I communicate with our clients and file annual reports, working closely with the Delaware Secretary of State and Division of Corporations. We interact with a lot of people day in and day out. No day is the same and I love that.

And how did you get into compliance? 

It wasn’t exactly a straight line! I was previously in the culinary arts field. I prefer ‘art’ versus food services because at my core I’m an artist. More on that later! Before Incserv, I worked for Aramark for over 11 years. I worked my way up from a prep cook to an Assistant Food Services Director. I was even inducted into the company’s ‘Ring of Stars.’

My experience at Aramark presented me with a challenge to understand the business aspect behind culinary arts. The office work – things like budget planning, meeting prep, paperwork – helped set a foundation for a love of problem solving and organization. Those skills are a necessity within our compliance department.

That’s an unexpected career switch! How did you find Incserv? 

I saw a listing on Indeed. I had really amazing first interviews with both Stacey and Rose. The rest is history. 

How long have you been working for Incserv? 

It’s been almost a year and a half now! Which is crazy to think about. I just love my job, and the team I work with.

What do you like most about it? 

Every day and even every season is a little different. January through June is extremely high-paced. Everything is coming at you, in a good way! I’m a very detail-oriented person and I love to use my time management skills and really focus on gathering and collecting information. I come from working in a high stress job so this is sort of second nature for me. Just in a new setting, of course. I love having the opportunity to talk with people all over the country. CEOs. CFOs. Large companies. Small companies. It’s exciting. You feel like an extension of their company and I love partnering with them. I also love that I can incorporate my creativity – especially when it comes to solving unique challenges.

That’s right. You mentioned being an artist at your core. What’s that about?

I love art! I write, draw, and even face paint. Being an artist is something I incorporated as a side gig with my company, A Koolinary Experience. Our culinary art spreads were even featured in Mingle Magazine in 2019 which was very exciting! I also love to spend time with my family. We enjoy movie nights; even partaking in the Alice in Wonderland Adventures and dressing up in costume.

Love it. Rosa, it was a pleasure getting to know you and what you do for Incserv. Keep up the great work!

Thank you!

Oftentimes when we inherit a client, they ask what working with Incserv is like. They want to understand the level of engagement, communication protocols, responsiveness, proactiveness and more. 

Here’s our answer.

We are a partner to the paralegal and legal community throughout the entire lifecycle of the relationship.

At the start, we immerse ourselves in the client relationship, conducting thorough research, building accurate documentation, and verifying good standing in all requisite jurisdictions. We ensure that we are working with the proper parties and establish communication protocols, timelines and fee estimates/schedules, if applicable.

Throughout the relationship, we’re focused on ensuring compliance, keeping entities in good standing and helping with local licensing requirements. Our Annual Report Filing Services (ARFS) ensures annual filing and tax payment deadlines are met and jurisdictional compliance is maintained. We also help clients get familiar with Snapshot, our 24/7 online portal. With Snapshot, clients can manage their account from anywhere, anytime, file annual reports, make franchise tax payments and pay invoices. Incserv customer service representatives, or CSRs, really take the lead here, anticipating client needs, providing speedy, accurate responses and ensuring data accuracy. At this point, the relationship truly begins to take on a collaborative nature. We work to develop creative solutions to unique client needs, tapping the collective Incserv brain to solve complex challenges. 

On the housekeeping side of things, we provide clients with tailored billing solutions, common renewal dates, consolidated annual invoices, direct-to-client billing and more. We pride ourselves on not saying no and instead researching any requests our clients may have.

Should a relationship come to a close, we always work with the law firm partner to make sure our clients understand what filings are required in the jurisdictions in which they need to dissolve or withdraw and we work with clients until those fillings are complete. We also provide flexibility around resignations. 

Ultimately, it’s about being a partner. We understand that a big part of our job is making the lives of the paralegal and legal community easier. That’s been our approach since Day One… way back in 1972!