Office Manual

Do you have an Office Manual?

If not, you may be missing out on significant staff training cost savings!
Critical emergency procedures may not be in place to ensure data integrity and security!
Your expectations may not be well understood by your staff!
You may be performing tasks that should be delegated to an employee!

For all of these reasons and more, a well-designed and maintained office manual is a must for any office. When you sign up for our consulting contract, ask us about our office manual CD. We would be happy to provide a copy to you. You are free to use it as is, or to customize to your preferences.

This Office Manual is worth the price of the contract by itself!

What does our office manual include?

• Staff conduct guidelines
• Guidance on file preparation procedures
• Security procedures
• Computer procedures
• How to respond to fee enquiries
• How to handle complaints
• Employee benefits description
• Information resources, including a history of bank prime rates
• You can add:
  • your firm's money laundering legislation compliance policy
  • your firm's privacy code
  • your firm's quality control manual
• and more!