You make the decisions.

We implement them.

Our Service Levels

We offer three tiers of service, as well as a marketing option,
performed on an administrative basis, executing your decisions and instructions.

We operate on a retainer basis, beginning at 10 hours per month.

You may use your retainer hours toward any service we provide, regardless of the level*.
For more details on how it works,
visit the Monthly Retainer section on our How it Works page.

The best and highest use of your time? Probably not paperwork.

  • service bell

    Level 1 - Standard

    General administrative functions

    Accounting, bookkeeping & payroll

    Email & phone support

    Scheduling/calendaring

    CRM management (except workflow writing and editing)

    Custodial paperwork/forms processing (start to finish)

    Money movement (including IRA contributions & RMDs)

    Quarterly reporting

    Billing and pre-billing

    Document/file management & organization

    Proofreading/editing

    Personal concierge

    Compliance tasks & reporting

    Transfer management & follow up (including rollover calls)

    $75/hr

    Get Started
  • gears

    Level 2 - Premium

    CRM workflow writing and editing

    Excel pivot tables/dashboard creation & maintenance

    Creation of procedure/best practice documents and manuals

    $85/hr

    Get Started
  • People working together in an office, drawing and discussing graphs and mathematical equations on a glass board.

    Level 3P - Paraplanning

    Specialized data entry in planning software

    Creation of goals, scenarios & analyses in planning software

    Building out plans: investment, retirement, insurance, education, tax, estate

    Researching client-specific financial planning questions

    Running planning reports/creating report templates

    Financial plan refresh/update

    Specialized data entry in risk management software

    Running risk analysis reports/creating report templates

    Cost basis research

    Executing advisor-approved trades

    Creation of trade memoranda

    Rebalancing analysis & tasks

    Investment research, reporting & analysis

    Administration of client investment portfolios

    $95/hr

    Get Started
  • marketing graphic

    Level 3M - Marketing

    Website edits, updates & content management

    Update website to consider AEO

    Google My Business updates

    Email marketing & list management

    Email Drip Campaigns

    Build and monitor online forms (website or Google forms to collect data)

    Newsletters

    Editing/proofing publications, blogs, posts

    Search Engine Optimization (SEO) / Analytics Tracking

    Social media management

    Blog management

    Branding Analysis - consider updates of logos/colors/fonts, brand messaging

    Power Point presentations/slide decks

    Desktop publishing (newsletters, brochures, letterhead/business cards, etc.)

    Video editing

    $95/hr

    Get Started (Marketing)
View Some Samples of Our Marketing Work Here in Our Marketing Portfolio

View or download our brochure for more details

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“Team VOS deserves hours of raving comments about what they did for us.

They orchestrate such a smooth and consistent delivery (timeliness, diligence, accuracy, etc.) that not only the perceived service quality soars, but also everyone relaxes; we know the team will get it done, well and quickly, no matter what it is. This relaxation leads to better business decisions, better prospecting, and better quality of life.

Hiring Team VOS was one of my best business decisions ever.”

— D.G., CFA, CFP, MBA, SEC-registered RIA with several hundred million AUM