Looking to improve your business and client’s experience?

Allow us to research, recommend, and implement your own Virtual COO ™ - the optimal blend of integrated software, staff, and outsourcers

Choose the Service you need...

Sounding Board

Buy a block of 10 phone calls to learn and discuss business improvements and the ideal timing for implementation. Calls includes education and costs on tech, integrations, process improvements, providers' names and more.




Planning Ahead

Wouldn't it be nice to be given a plan of improvements that included the timing, costs, visual education on the benefits, and more?


Allow us to create your customized Improvement Plan and educate you on the benefits of each recommendation. Your plan will include vendor names and costs, implementation timeline, and visual charts that explain which data flows among the tech.

Implement & Adopt

We design your new tech systems for optimal use & maximum adoption. We manage the data migration, implementation and vendors of the tech to ensure timely completion, controlled costs, and minimal effort. We provide tailored training to your staff to ensure maximum adoption and best practice use.

Streamline your Workflow Processes

We document your current processes. We create & input improved processes to reduce the work & optimize the use of tech, integrations, staff and outsourcers. We provide tailored training so your team can continuously improve the processes in future years.

A Sampling of our Experience...

OPERATIONS CONSULTING & GENERAL SERVICES

Recurring calls to discuss the recommendations, projects being implemented, and impact on staff roles
Create role-based organizational chart
Flowcharts of processes
Provide or implement data cleanup strategies
Create syncing strategy to eliminate duplicates

PROCESS CREATION & IMPROVEMENTS

Provide process templates
Input current processes into CRM
Input improved processes into CRM
Provide training on different workflow tools
Train on workflow editing and improving

SOFTWARE STRATEGY, IMPLEMENTATION & INTEGRATIONS

CRM
Document Management
Financial Planning & PFMs
Portfolio Accounting, Research, Reporting
Email & Website Hosting
Integrations
Much more...

OUTSOURCER RESEARCH, SELECTION & INTEGRATION

Possess largest database of outsourcers
Research new undiscovered outsourcers
Identify appropriate outsourcer to match needs
Obtain customized quote for initial and ongoing services
Negotiate discounts or minimums
Integrate & train on your method of operating

COSTS & DISCOUNTS OBTAINED, CUSTOMIZED, NEGOTIATED

Software licensing costs
Custodian discounts
Integration costs & discounts
One-time implement costs
Ongoing maintenance costs
Outsourcers' customized costs

TRAINING & BEST PRACTICES: LIVE, VIDEOs, PDFs, & EMAILS

Videos for self-training of current staff and to-be new hire
Live tech training customized to your operations
Best practices training
Word or PDF Text & Picture instructions for internal or client-facing use
Picture/Text email instructions

SOFTWARE EXPERIENCE

Redtail
Salesforce and various overlays
Junxure Install
Junxure Cloud
Wealthbox
Black Diamond
Portfolio Center
Orion

Mobile Assistant
CopyTalk
Microsoft 365
Zimbra
Total Rebalance Expert
Trade Warrior
Red Black
iRebal
etc

OUTSOURCER DIRECTORY

Planners
Assistants
Receptionists
Compliance
Marketing
Website
Ghost Writers
TAMPS
Retirement Plan

Strategic Coaches
M&A
Equity Firms
Transition/Succession Strategists
HR
HR Consultants
Sales Coaches
Robos
etc

TESTIMONIALS & CHAMPIONS OF CHANGE

"From day one, COO stepped in to take action & sift through all the areas of our business to detect problems & underdeveloped/underused systems. COO worked toward goal of full optimization of employees' talents & time, minimized human error through integration of tools & integrations, & simplified bombast procedures. COO helped our firm go from a pen-and-paper, overworked stressed workplace, to one that was up-to-date with the best tech & procedures. COO is more than handy technicians; they spot any problems in business practices and make intelligent, successful suggestions.."
Mathew Leavis, Marketing Manager at Global Wealth Management

"Thank you for the time you worked with us…you were on point, we hired two new people to supplement the team and this has led to resurgence in attitude and energy. Our staff fully embraces the technology efforts you had us invest in and we are now working to see and use all the advantages Redtail and processes offers us. I have found that using systems that COO has taught us has made relationships with our clients more enduring. So again thank you, you have helped my firm grow immensely."
Richard Blakeley, The Blakeley Group