Done-for-You Back Office Setup

The Done-for-You Back Office Setup Package is our ultimate office setup experience. This is for the brand that wants the all-inclusive white glove experience office setup. We will work with you to establish your brand from inception to execution.

This package includes:

• EFIN Application Assistance 

• Personalized Client Intake Forms

• Tax Office Backend Automation
• CRM Workflow Setup
• Due Diligence SOPs
• Workflow Management
• Virtual Office Tools