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Total Office

Software

1 creator

Outsourced back-office work, about 60 hours per month: mostly Schwab paperwork, plus cash transfers and trades while the advisors are on vacation, and compliance tasks such as monthly trade blotters and quarterly invoices

"It's been the same throughout the four years we've been utilizing a VA, and we use Total Office, out of Akron, Ohio... They are specific to RIAs... They've had turnover on their side, but we've never had a break in service. We didn't have to retrain that in..."

Michael Kitces

Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with ... Oct 13, 2026 ▶ 29:07

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Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

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