If you are an accountant, bookkeeper or financial adviser, we can help you provide a more professional experience for your clients. This will result in time savings and increased productivity.
Phone Answering and Appointment Scheduling
Working with you calendar and To-Do list, we can help you to maximize your time commitment by scheduling your appointments in ways that make the most sense. If your clients come to you, we can fill your schedule according to your parameters. If you visit clients, we’ll make certain to allow enough travel time between appointments and that you’re not doing any unnecessary backtracking.
We’ll remind your clients of scheduled appointments, and make certain they are aware of the specific paperwork they will need to bring. Using your data, we’ll schedule clients for routine updates and reviews; thus making sure you’re not one of the ones they complain about “never hearing from.”
Many of our financial clients provide seminars as a means of educating existing clients and recruiting new ones. We can help locate a venue, notify your contact list of your schedule and even arrange for food or snacks to be delivered. We’ll handle all aspects of registration and collection of any fees. If you need handouts or a power point presentation, we can help with those as well.
The confidentiality of your clients’ information is obviously of critical importance so we maintain confidentiality agreements with our employees, clients and vendors.
Although we can’t personally be involved with the financial aspects of your clients, we can free up your time so you can focus on them while we manage your day-to-day office operations. Our goal is to help you maximize your time and increase your profitability by providing you with the time and structure to focus on the financial needs of your clients.
Let us improve your bottom-line while you do the same for your clients!
(Please note that Daybreak is not licensed in securities and therefore is not authorized to take information regarding client holdings or instructions concerning any transactions).