The Efficient Practice

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Who we work with


We work with many different kinds of business operations. From retail to wholesale to distribution, most firms can benefit from increasing the efficiency of their internal operations.

A sample list of business types is below:

  Financial Service company

  Retail Operation

  

  •     Financial Planning

  •         Pre/post retirement planning

  •         Divorce planning

  •         Estate planning

  •         Wealth management

  •     Asset Management

  •     Financial Advisory

  •     Bank

  •     Broker/Dealer

  •     Custodian

  •     Third Party Administrator (TPA)

  •     Insurance Brokerage/Sales

  •     Accounting, Tax prep

  •     Educational Services

  •     Research providers

  •     Publications

  •     Investment Company

  •         Mutual Fund Company

  •         Separate Account Manager

  •         Annuities/Insurance

  •     Etc.

 

  
  •  Restaurant
  •     Retail store
  •         Books, etc.
  •         convenience
  •         Groceries
  •     Retail chain
  •         Merchandise
  •             Clothing
  •             Department
  •         Pharmaceuticals
  •         Beauty supply
  •         Furniture
  •         Hardware
  •         Computer sales
  •         Groceries
  •     Etc.
  Distribution:   Wholesale:
 
  • Food, Groceries
  • Book distributor
  • Lumber/hardware
  • Auto parts
  • plumbing supplies
  • Electrical supplies
  • and much more!

 

 
  • Buyer's club
  • Building supplies
  • Wine, beer & liquor
  • Soft Drinks
  • Frozen Foods
  • Automobiles
  • Floral
  • and many others!

 

Please note that we work with many different kinds of companies. Even if your type of company is not listed, we may still be in a position to help you. We do have a brief list of companies we do not work with. For those companies, you may still wish to contact us for a referral to a firm with expertise in your particular area.

Companies we generally do not work with:

  • Medical, dental, etc.
  • Private investigators, law enforcement
  • Law Firms, Legal Support, Bail Bonds, etc.

These firms require a consultant that specializes in those professions. Please feel free to contact us for a referral.

Send e-mail to Webmaster@efficientpractice.com with questions or comments about this web site.

For additional information, send an email to: Info@efficientpractice.com

Call us Toll-Free: 877-296-6876

Proud member of The Financial Planning Association and The Microsoft Partner Program