VPG is mentioned in the February 2012 issue of Financial Planning Magazine - article "Chicken and Egg" by Bob Veres. Click here to read the article.- FPA LA- Luncheon "Cracking the 2012 Tax Codes" February 15, 2012 at The Olympic Collection - Scheduled to speak Mr. Selwyn Gerber, founder of Gerber & Co. Click here for more information.
- With tax deadlines looming, VPG's Bookkeeping Services can prepare your books for CPA review and tax-time reporting. Call us today for a no cost, no obligation proposal.
- Melanie Jocson is the 2012 Program Director of FPA LA.
- Connect with Melanie at this year's T3 Conference in Dallas this Feb. 16-19th.
Services that VPG Provides:
Our Services Help Financial Planners Get Ahead and Stay There
- Confirm Appointments
- Schedule Meetings
- Prepare materials for client Meetings
- Update Client database and other software as needed (Portfolio MS)
- Process & Setup new client(s) in systems and database
- Scan documents and upload virtual files.
- Print/assemble/mail portfolio reports/invoices/correspondence
- Process/follow-up on new account applications/ transfers/ IRA's and etc..
- Print/ assemble/mail marketing packets
- Create/send monthly drip marketing program
- Send out Client Birthday cards/gifts and update compliance log
- Website maintenance & update
- Compliance manual review and calendar tasks
- Handle account administration problems for clients
- Handle cashiering requests and other money movement
- Make/follow up on trades
- Check current account values for clients recurring withdrawals
- Cost Basis
- Terminated Clients - process refunds
- Prepare and send monthly or quarterly billing and invoicing/ monitor receipt of funds and deduct from accounts
- Balance check book and update accounting records
- Pay bills and taxes
- Run portfolio reports
- Prepare and send quarterly portfolio reports
- Review/update compliance logs/forms
- Track and update CE (Continuing Education) credits
- Answer accountant/attorney requests for client information
- Answer client calls
- Coordinate with compliance/send out annual compliance ADV/Privacy Policy
- Coordinate and process annual projects
- Year End Tax Planning
- RMD's (Required Minimum Distributions)
- Tax Reporting
- Updating ADV with Compliance
- IRA Contributions
- Online social networking (working with marketing person)
The scope of our services are defined by the needs of your firm. This allows us to customize our offerings for smaller and larger companies. The advantage of this is that advisors can grow their business while ensuring the quality of client service remains the same from the first to the last client.
Contact Virtual Partners Group today and find out how we can help your company grow to new heights. Contact here