Consulting Services

Initial set-up 

Telephone system(s) set-up from vanity numbers, planning the lines, centrex, hunt groups, voice mail vs answering machines, auto attendants, DSL, T-1’s, high speed Internet connections, long distance carriers, bill analysis, no surcharge vanity toll free inbound numbers, security codes and holding company line ownership. We will deal directly with and watchdog the local, long distance, and vendor companies, we’ve been abused by all these companies and now know what to look for. 

Switch reports for inbound call counts, call timing, and lead generation. Reports can help the owner with full and part time employee hours.

Centralized Quickbooks Pro bookkeeping system that have been extensively configured for the deferred deposit business with or without remote locations.

Training on e-ChecTrak (ChecTrak was written for us), Quickbooks Pro, etc. We will show you how important it is to be right (data entry) and up-to-date from the start so you don’t have to pay catch-up which can cost thousands of dollars. If you get behind, you are like the proverbial man trying to out run an avalanche. Catch-up is expensive.

We will provide custom programming for several applications that will enable you to run your business and we can advise you on add-ons to your tracking software so you can get tight demographics which is essential for advertising, marketing and pre-qualification guidelines. 

Paper forms / filing system to check and balance the computer tracking and accounting programs. One of the biggest problems with this business is employee and owner theft. With our paper/tracking/accounting systems you can balance out at the end of the day similar to a bank. With the paper/filing system, if the server goes down, it’s business as usual only the paper is ahead of the computer programs. No customer servicing delays or disorganization.

We will customize the operational forms for accurate and efficient transaction progression and to eliminate tasks “slipping through the cracks”. Because of the volatile and quickly changing regulations and fact that your only asset is your customer base, it is imperative that your company has a “look” so you can easily contact your customers and they will recognize you regardless of your name or location. These forms are specially designed to minimize toner use and minimize transmission time (this affects long distance charges).

We will set-up your reporting and verification services (TeleCheck, Tele-Track, etc.) so they are billed to you at the lowest rate and they work properly. TeleTrack will score your applications (point system) for lending criteria and to protect you from discrimination lawsuits.

Assistance in writing and producing an employee’s manual with an employment agreement including non-compete and non-circumvention agreements and all federal and state forms (I-9’s, W-4’s, etc.)

Assistance in hiring, testing and training employees.

Assistance in site preparation and design. 


We can advise you on the proper selection of computer and computer related equipment: CPU’s, RAM memory, hard drives, boards, cards, cases and extra fans, networks, switched hubs, servers, printers, programs, wiring, network cards, monitors, storage and back-up devices, modems, CD burners, large capacity floppies, Intranet, etc.

We will show you how to buy equipment directly from the wholesalers and software from distributors at “not for resale” (NFR) prices. We are “value added resellers” ( VAR’s).

We can tell you from experience what office equipment you need initially and going forward. We have taken so much equipment that didn’t work for us back to Staples, Office Depot and Office Max that we now know the inside workings of the major suppliers.