Alliance Financial Group - Summary of Office Support Services

We support financial service professionals who wish to focus on key business activities, such as meeting with clients, instead of being bogged down with costly administrative duties. We take care of your business needs and you look after your clients needs. Why worry about things that are time consuming and unproductive. Focus on sales and increase your income dramatically. Please select the service you want and fax this form to 416-490-1792

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1. Amentities Cost Details
Plan A: private Offices with window $100.00 per week Unfurnished incl. phone/voicemail
Plan B: private Offices without window $80.00 per week Unfurnished incl. phone/voicemail
Plan C: Private Workstations (permanent space) $60.00 per week Personal workstation incl. phone/voicemail & filing
Plan D: Rotating Workstations (10 hours per week) $25.00 per week Shared workstation - phamtom phone Ext/VM - log in/out
Plan E: Virtual Office (Bus. Add. with Voicemail only) $12.00 per week Business address with voicemail access 24/7
Reception Area Included in plan cost Comfortable waiting area for visitors
Utilities and Maintenance Included in plan cost Fire alarm system, electricity, heating
Internet Cafe (where available - access with pass card) Included in plan A,B,C,D Internet access to check email, browse the web, coffee, tea, fridge, stove, television
Office Cleaning Included in plan cost Garbage Disposal
Closing Rooms (access with pass card) $25.00/hr with no plan
$15.00.hr with plan C,D,E
Max per day with no plan is $100.00
Max per day with plan is $60.00 		Each room has a computer for illustration purposes, power point sales presentations and internet access
2. Administration
Reception Services included in plan cost Receive visitors on your behalf
Administrative Assistant (Per 15 minutes period)
Clerical $5.00
Word Processing $6.00
Brochures/flyers $7.00 		Administrative staff is available to handle telephones, computer services, client comminication, paperwork, photocopying, and filing.
Mail Handing, Sorting and box delivery Included in plan cost Sort incoming mail and post outgoing mail at stamp machine cost
Facsimile Transmission Incoming: $0.50/page
Outgoing: Call charges at standard rates for long distance 		Incoming handling, sorting and delivery plus call charges at standard rates.
Photocopying Service Price per page:
1-500: $0.15
501-1000: $0.12
1001+: $0.08 		Use of photocopying machine
Charges are based on the total amount of copies made per month.
3. Technological Services
Telephone handset
Telephone installation and programming
Maintenance
 Included in plan cost except Plan E
Included in plan cost
Included in plan cost
 Meridian system: call forwarding, conference calls, internal and external transfers.
High speed internet with email $30.00/mth Email and internet firewall protection
Soft Phone $25.00/mth Home extension and worldwide usage on laptop
Website w/insurance rate comparison $80.00/mth Business website
Voicemail Only - No business address $6.00 per week With message notification and access to messages 24 hours per day
Business/Fax/Modem (Private Line) $40.00 per line/month Dial up personal/business analog line in your office
4. Efficiency We take care of your business needs and you look after your clients needs.
  • Insurance company forms at your fingertips in closing rooms
  • Computer with PowerPoint for sales presentations and with online insurance rate
  • Office supplies
  • Courier Service
Why worry about things that are time consuming and unproductive. Focus on sales and increase your income dramatically.