By Whitney1 author82 articles
What does Directors and Officers Insurance cover?
What are the defense provisions of the policy?
Are the discounted Chalice Packages offered through NRS watered down or do members receive the same services as an outside client?
Can NRS service clients in all 50 states?
Do I get assigned a consultant?
How do I know which compliance solution(s) is right for me?
Should I be working with a law firm for compliance support?
What verticals or business lines does NRS support/service?
What type of client/advisor is best suited for each tiered package that NRS is offering through the Chalice membership?
Who can and cannot use NRS?
What is the average tenure of your consultants?
Can Office Depot help me ship a package?
For a full list of our FAQ's
Can items ordered online be returned/exchanged at a local store?
Do you assemble furniture items?
How can I get free delivery?
How do I get a copy of my online receipt?
How do I make changes to my account such as my phone number, email address or updating or adding a ship to address?
How do you set up a subscription?
How long is order history kept?
When will the refund appear in my bank account?
Are there ways for my firm to use Compass, outside of traditional bookkeeping and accounting services?
Can I use my existing accountant for business and personal tax filings?
I am interested in working with Compass, but want to wait for an audit or special event first. Should I wait?
I am the owner of the firm and I am handling the bookkeeping myself. I don’t mind it, and it doesn’t take a tremendous amount of time.
I don’t have any accounting software or systems in place, do I need to put these in place before signing up for your services?
I already have an in-house person or team to handle accounting tasks. I don’t need your services.
I already have an in-house person or team to handle accounting tasks. Is my firm too large for the Foundational Plan?
Why should I use Compass’ Outsourced CFO Services over a traditional accounting firm?
Explain your exit fees, if any.
Will employees be able to choose managed portfolios?
Will there be a dedicated team assigned to my account?
Will you be the trustee as well as the record keeper for the plan?
How many clients do you have?
How many years have you been in business?
How can we be certain that you are financially solid?
How will my needs and questions be handled and by whom?
If our company wants to keep our current medical/dental plan, can that cost be carved out of your services?
What distinguishes you from other PEOs?
What are the Full service payroll services?
What is the average tenure of your clients?
What insurance providers do you work with?
What are the Human Resource Support provided?
What type of employee benefit plans are available?
What is the minimum required length of a typical contract?
What information do you need in order to provide a detailed pricing proposal?