Brian Fox

Brian Fox

Nashville Metropolitan Area
5K followers 500+ connections

About

Brian Fox, CPA, MBA, CGMA, is the creator & founder of both the Confirmation.com and…

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Experience

  • Valor Ventures Graphic

    Valor Ventures

    Atlanta, Georgia, United States

  • -

    Nashville, Tennessee, United States

  • -

    Nashville, Tennessee, United States

Licenses & Certifications

Publications

Patents

  • Systems, Methods and Computer Readable Medium Providing Automated Third-Party Confirmations

    Issued CA 2,564,956

    English Abstract
    Systems and methods are defined for facilitating the audit process involving a
    business client, an auditor, and a third-party providing confirmations for the
    client upon the auditor's request. More specifically, an auditor receives an
    audit number from the audited client as evidence of authorization for
    requesting confirmation from a third-party, such as a bank or related business
    entity. The confirmation request submitted by the auditor will be stored in…

    English Abstract
    Systems and methods are defined for facilitating the audit process involving a
    business client, an auditor, and a third-party providing confirmations for the
    client upon the auditor's request. More specifically, an auditor receives an
    audit number from the audited client as evidence of authorization for
    requesting confirmation from a third-party, such as a bank or related business
    entity. The confirmation request submitted by the auditor will be stored in a
    network-based computer system and transmitted to the relevant third-party. The
    third-party then provides necessary confirmation data in response to the
    request and has the confirmation data transferred to the auditor through the
    computer system over the Internet. The involved third-party can be a bank or
    financial institution, another entity in business relationship with the
    client, or any other entity that has access to the requested data associated
    with the client.

    French Abstract
    Des systèmes et des procédés sont définis pour faciliter un processus de contrôle impliquant un client commercial, un contrôleur et un tiers procurant des informations pour le client à la demande du contrôleur. Plus spécifiquement, un contrôleur reçoit un numéro de contrôle d~un client contrôlé comme preuve d~autorisation de requête de confirmation d~un tiers, tel une banque ou une entité commerciale apparentée. La requête de confirmation soumise par le contrôleur est stockée dans un système informatique basé sur un réseau et transmis au tiers correspondant. Le tiers fournit alors les données de confirmation nécessaires en réponse à la requête et fait transférer les données de confirmation au contrôleur par l~intermédiaire du système informatisé via Internet. Le tiers impliqué peut être une banque ou une institution financière, une autre entité en relation commerciale avec le client ou une autre entité quelconque ayant accès aux données requises associées avec le client.

    See patent
  • System and method for obtaining automated third-party confirmations in receivables factoring

    Issued US 8543475

    Systems and methods are defined for facilitating the factoring process involving a business client, one or more factors, and a third-party (i.e., a debtor doing business with the business client) providing confirmations for the accounts receivables upon the client's request. The client requests confirmation of accounts receivables from a confirmation system, the confirmation system queries the debtor(s) for confirmation of their accounts payable to the client, and the confirmation system…

    Systems and methods are defined for facilitating the factoring process involving a business client, one or more factors, and a third-party (i.e., a debtor doing business with the business client) providing confirmations for the accounts receivables upon the client's request. The client requests confirmation of accounts receivables from a confirmation system, the confirmation system queries the debtor(s) for confirmation of their accounts payable to the client, and the confirmation system provides completed accounts receivables to one or more factors designated by the client (i.e., initially provided to the confirmation system with the accounts receivable data that initiates the confirmation process).

    See patent
  • Systems and methods for obtaining automated third-party audit confirmations including client physical signatures, pin access, and multiple responders

    Issued US 8510185

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. An auditor receives an audit number, electronically captured signature, or physical signature from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in…

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. An auditor receives an audit number, electronically captured signature, or physical signature from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system (i.e., confirmation system) and transmitted to the relevant third-party. The third-party responder then provides necessary confirmation response data or the confirmation system retrieves the response data from a computer of the responder using credentials of the client. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.

    See patent
  • System and method for providing business audit responses from legal professional

    Issued US 8484105

    A system and method facilitates the audit process involving a business client, an auditor, and a third-party by providing confirmations for the client upon the auditor's request. An auditor or requestor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a legal professional. The confirmation request submitted by the requestor will be stored in a network-based computer confirmation system and transmitted to the…

    A system and method facilitates the audit process involving a business client, an auditor, and a third-party by providing confirmations for the client upon the auditor's request. An auditor or requestor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a legal professional. The confirmation request submitted by the requestor will be stored in a network-based computer confirmation system and transmitted to the relevant third-party responder. The third-party then provides necessary confirmation data (i.e., response data) to the confirmation system which forwards a completed confirmation to the auditor. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client, such as a legal professional.

    See patent
  • Systems, methods and computer readable medium providing automated third-party confirmations

    Issued US 8442880

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and…

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and transmitted to the relevant third-party. The third-party then provides necessary confirmation data in response to the request and has the confirmation data transferred to the auditor through the computer system over the Internet. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that ahs access to the requested data associated with the client.

    See patent
  • Systems, methods and computer readable medium providing automated third-party confirmations

    Issued US 7831488

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and…

    Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and transmitted to the relevant third-party. The third-party then provides necessary confirmation data in response to the request and has the confirmation data transferred to the auditor through the computer system over the Internet. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.

    See patent
  • Systems, methods and computer program products facilitating automated confirmations and third-party verifications

    Issued US 7383232

    Systems and methods are defined for facilitating the audit process involving a financial institution, a client of the financial institution, and an accountant. A service provider receives the client's account information from the financial institution upon approval of the client. The financial institution also provides an identification number allowing the accountant to access the information deposited in the service provider. The accountant is provided the identification number in one of a…

    Systems and methods are defined for facilitating the audit process involving a financial institution, a client of the financial institution, and an accountant. A service provider receives the client's account information from the financial institution upon approval of the client. The financial institution also provides an identification number allowing the accountant to access the information deposited in the service provider. The accountant is provided the identification number in one of a variety of ways allowing the accountant to access the client's information to facilitate an audit process. In this manner, an audit process can be facilitated and reduce the sending of paper copies from the financial institution to the accountant.

    See patent

Honors & Awards

  • National Outstanding Eagle Scout Award

    Boy Scouts of America

    The NESA's (National Eagle Scout Association) Outstanding Eagle Scout Award (NOESA) is a distinguished service award of the Boy Scouts of America (BSA). It is awarded to an Eagle Scout by the National Eagle Scout Association for distinguished service to his profession and community upon the recommendation of his local BSA council NESA committee, Scout executive and council president.

  • Eagle Scout

    Boy Scouts of America

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