OUR ALLIANCES

www.backofficesolutions.net
Back Office Solutions, LLC is an outsourcing service provider that will serve as your Para planner and staff planner, as needs develop in your growing practice. You can have access to quality financial planning support, via Internet, without having to be locked into hiring and training additional personnel.

www.technologytoolsfortoday.com
Virtual Office News, LLC, is the publisher of the "T3 Technology Tools for Today" Newsletter and Conference. David Drucker and Joel Bruckenstein, two of the financial planning industry’s best known practice management and technology gurus, bring you a monthly e-newsletter that is filled with useful Technology and Outsourcing solutions for creating a profitable Virtual Office. They also host the Industry's "Technology Tools for Today" conference every year.

www.thebackoffice.biz
Comprehensive portfolio data administration and reporting services on an outsource basis. Our experts handle every aspect of maintaining your database and ensure you have current account information at your fingertips. We also offer flexible reporting and billing services to further simplify your life. BOSS takes the headaches out of managing your data. And, we do it quickly, reliably, and cost effectively!

www.soulsbyaccounting.com
Provides outsourced accounting services with all the advantages of a dedicated, expert all the advantages of a dedicated, expert accounting department without the related hiring, training and management responsibilities of in-house staff.

http://www.redtailtechnology.com
Redtail CRM and Imaging is a web-based, easy-to-use client management and document solution designed specifically for Financial Professionals.

www.ceoimage.com
CEO Image Systems is a document imaging and electronic document management service and solutions provider. Offering high quality scanners, a must for every Virtual Office, and an indispensable solution for your office called Executive Assistant.

www.grasshopper.com
A Virtual Phone System Designed for Entrepreneurs. A must have for every Virtual Office that has staff members working from a different office. Grasshopper gives you one number for clients to call, with voicemail and phone extensions that can be forwarded to staff member’s phone, email or fax.

Constatnt Contact

www.ConstantContact.com
Secure online email marketing and more! Keep in touch with clients and prospects with e-newsletters, press releases, product announcements and more.

In our twenty-four plus years in business
we have worked with a variety of companies, organizations, and software solutions. On this page you will find companies that we have proudly
aligned ourselves with and would recommend should you be looking
for new solutions and resources to
help improve and grow your firm.

We are an
♦ Approved TDA Affinity Partner
♦ NAPFA’s Members Only Benefit Provider
♦ Raymond James Approved Third Party Vendor

Disclaimer: Neither Total Office, Inc. nor its principals take responsibility for the acts of product or service vendors recommended herein. It is the sole responsibility of the reader/customer to perform all necessary due diligence in determining that these vendors are appropriate to their
needs and the needs of their clients.

Links that are accessible on totaloffice.cc contain information created, published, maintained, or otherwise posted by companies or organizations independent of totaloffice.cc. Total Office, Inc. does not make any representations or warranties as to the accuracy or completeness of any information prepared by any unaffiliated third party that is linked to its web site, or incorporated herein.