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Total Office - "A New Way To Get Things Done!™" 

Welcome to Total Office, where we offer you, the financial advisor, a whole new way to work, like another professional extension of yourself to relieve your daily workload. We disburse account administration functions and administrative office tasks virtually, so all you do is delegate and it's done.

             There’s no describing the relief and freedom our clients experience simply by outsourcing to Total Office. Imagine—more room on the calendar, a nice, long dinner date with your loved one, more time to pursue dreams and goals so important to you personally and professionally.

Truly, anything an administrative secretary can do, we can do … but more efficiently. Because,  you’re not paying us to sit at the water cooler. Nor do you have to supply office space, taxes, benefits, equipment or training. We simply conduct your paperwork, web design and office administration off-site, to wherever you are, whenever you want it, anywhere in the world. 

           By phone, fax or email we conduct what you dispense, from opening new accounts, to database management to newsletters, mailings and more. Click here for a sample listing of services. 

On every page of this website you'll immediately see where we can help you.  All it takes is an email or phone call to get your work underway.   It's that simple.  Financial advisors from around the country have tapped the Total Office wellspring only to discover the easiest way to work they ever imagined. You’ll never go back to your old ways, we promise! © 2000-2009 Total Office, Inc.   

 Interested prospects, Click Here to Schedule a Conference call with our Office   

 

Our Mission:

To help financial advisors do the things they don't want to do, have time to do, or know how to do, without the added cost of hiring and maintaining a new employee. © 1996-2009 Gal Fridays/Total Office, Inc. 

 

Read about us in Bloomberg Press Release: 

Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by David J. Drucker, MBA, CFP (a client of Total Office, Inc.) and Joel Bruckenstein, CFP   Published by Bloomberg Press.  Drucker and Bruckenstein explore how financial advisory firms of all sizes can significantly raise their profit margins by using the tools of the virtual office, tools that include outsourcing, paperless systems, and the latest communications technology. Beyond the hardware and software, though, is a critical requirement: the paperless mentality. This book will show you how to develop that mentality and irrevocably change your outdated work habits.www.virtualofficenews.com

 

                              

                    EST. 1992 

                        Work can be faxed, FedExed, E-mailed, US mail and by courier (local only). 

                        We are users of GoToMyPc, ACT!, Redtail Technologies, MoneyGuidePro, Executive Assistant,
 
and variety of  Financial Industry programs 

                                          We accept the following major credit cards 

                                                         

                            Copyright 1999 - 2009 Total Office, Inc. 

                             All Rights Reserved

                                         Reproduction of this website in whole or in part without the express authorization of Total Office, Inc. is prohibited