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Pioneering the Virtual Assistance Industry serving Financial Advisors Nationwide, since 1992.

Welcome to Total Office, Inc.

Where You'll Find a New Way to Get Things Done!

    We relieve you of your daily workload by conducting administrative tasks
    needed to give your clients the attention they need and to grow your business
    without having to hire, train or maintain employees. All you do is delegate and it's done!
Total Office, Inc. may be the solution you need, if:
  •       • You're overwhelmed with important administrative tasks that need done.
  •       • You have no time to hire, train or maintain a new employee.
  •       • You need help from reliable, skilled professionals in the Industry.
  •       • You want more freedom in the way you work.
  •       • You want to save time and money.

Financial Advisors from around the country have outsourced to Total Office
only to discover the easiest way to work they’ve ever imagined.

Truly, anything an employee can do, we can do
… but more efficiently.
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What people are saying about Total Office, Inc.

"Total Office employs a fine attention to detail in everything it does for me, giving me the confidence that client transactions and other business dealings are being handled with the highest level of professionalism. I can whole-heartedly recommend Total Office's services for their value and the high standards they hold to." ~ David J. Drucker, MBA, CFP
We are featured or mentioned in these popular media sources and more!

What We Do

Client Services

Client Onboarding
CRM Management
Client Meeting Prep
Post Meeting Wrap Up

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Account Administration

Account Paperwork | TOA's | RMD's
Alternative Investments | Insurance
Cashiering | Follow-up | Troubleshooting | Transition Support | Fee billing
Client & Custodian Communication

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Best Practices

Software Reviews
Processes
Workflow Setup
CRM Setup
Client Portal Setup

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