myofficegurus.com

CPA Firms
Please check the services that you would like information on. We will contact you for
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Transition Support SEC REG S_P/HIPPA/FINRA Compliant

Hands Free Transition SEC Reg S_P/HIPPA/FINRA Compliant
(** 15% DISCOUNT IF ORDERED BY MAY 31, 2012)

Powerful Collaborative Document Management SEC Reg S_P/HIPPA/FINRA Compliant
(Paperless System) (**5% DISCOUNT IF ORDERED BY MAY 31, 2012)

Hands Free Conversion to Paperless SEC Reg S_P/HIPPA/FINRA Compliant
(**15% DISCOUNT IF ORDERED BY MAY 31, 2012)

100% Payout RIA

Experienced Advanced Insurance Platform

Recruiting and Event Resources

Sales, Presentation and Seminar Training

New Revenue Sources

Resources for Your Office Manager

403b Consultants

RIA Resources

RIA Compliance Consulting

Fiduciary Self-assessment

ERISA Fiduciary

Due Diligence and Private Placement Resources

Industry Experienced Legal Professionals

Human Resources

Management and Employee Training

Payroll and Bookkeeping

Human Resources

Complete Collaborative Planning Resources

Rent Offi ce Space to a Financial Professional

Add a Financial Services Platform

Health Insurance

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