Profit-Driven Financial Practice and Business Consulting   Since 1984

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Consulting Services

        Comprehensive      Implementation Services     Review and Monitoring

Comprehensive Operational Efficiency Consulting -

Our assumption is that you are concerned about how efficiently your office operations are and would be interested in knowing if there is a better way to organize your staff and their duties in order to get the most out of your operations. It also involves leveraging the efficient use of resources to achieve the highest levels of profitability with the least expenditure possible. Technology plays a role in this, but should be considered in the wider context of how well it integrates with other systems. For more details on our comprehensive services, click here!

Implementation Services -

What follows is a list of some of the many areas we can address in your practice operations:

• Installation and customization of Computer Software:

•     Client Relationship Management (i.e. Junxure, RedTail, IAS, Goldmine, ProTracker, etc.)

•     Financial Planning (i.e. Naviplan, Profiles, MoneyGuide Pro, MoneyTree, etc.)

•     Document Management (Laserfiche, PaperPort, Docushare, DocuXplorer, Lacerte, etc.)

•     Portfolio Management

•     Other software

• Staff Training on software, technology, procedures and communications
• Website Consulting and Design
• Customized documents/agreements:

•     Business Continuity Planning (BCP)

•     Business Succession Plans

•     Compensation, Stock Ownership and Bonus Plans

•     Advisor agreements

•     Non-disclosure, non-solicitation, non-compete agreements

• Office Design consulting/space planning/lease negotiation support

• Management systems, coaching, training

• Technology design, consulting, install support (work with third-party technology partners)

• And much, much more!

Review and Monitoring -

One of the most effective ways to keep your business operations working at peak efficiency is by using our Review and Monitoring Services. We will work with you and your staff to ensure that the systems, procedures, equipment and techniques employed to increase efficiency continue to provide the highest levels of efficiency and profitability. For details, click on pricing below.

All of the above and more can and will be customized to fit your specific situation and needs. All of the above should be preceded by our evaluation services. We evaluate your practice to understand the unique aspects of what you do, how you do it, how you got to this point in your practice and what the current condition of the practice is. The result is a detailed report on your business that will provide an in-depth study of all aspects of your firm with specific recommendations on how you may wish to pursue efficiencies.

For details on pricing, Click here:                 

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Telephone

877 296-6876 (Toll-Free)

FAX

813-649-8755

Electronic mail

General Information: Info@efficientpractice.com
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