Vendors

What does Directors and Officers Insurance cover?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

What are the defense provisions of the policy?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

How do I preserve my prior acts coverage?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

Is this a Group Policy?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

What are my Chalice Liability Insurance options?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

What does the professional liability policy cover?

Starkweather & Shepley

Written by Whitney Kendrick
Updated today

How is the program delivered?

Health & Wellness

Written by Whitney Kendrick
Updated today

What is the concept of the program?

Health & Wellness

Written by Whitney Kendrick
Updated today

What if I only want one portion of the coaching or the other?

Health & Wealth

Written by Whitney Kendrick
Updated today

What is the cost of the program?

Health & Wellness

Written by Whitney Kendrick
Updated today

What’s unique about this program?

Health & Wellness

Written by Whitney Kendrick
Updated today

Who delivers the program and what are their qualifications?

Health & Wellness

Written by Whitney Kendrick
Updated today

Who can benefit from this program?

Health & Wellness

Written by Whitney Kendrick
Updated today

Are members required to sign up for an annual commitment with LegalShield?

LegalShield

Written by Whitney Kendrick
Updated today

Can I expect to have high level quality service?

LegalShield

Written by Whitney Kendrick
Updated today

Do I pay by the hour?

LegalShield

Written by Whitney Kendrick
Updated today

How many small business plans do you offer?

LegalShield

Written by Whitney Kendrick
Updated today

I didn't find an answer to my question.

LegalShield

Written by Whitney Kendrick
Updated today

Is coverage available in all 50 states?

LegalShield

Written by Whitney Kendrick
Updated today

What is covered?

LegalShield

Written by Whitney Kendrick
Updated today

Are the discounted Chalice Packages offered through NRS watered down or do members receive the same services as an outside client?

NRS

Written by Whitney Kendrick
Updated today

Can NRS service clients in all 50 states?

NRS

Written by Whitney Kendrick
Updated today

Do I get assigned a consultant?

NRS

Written by Whitney Kendrick
Updated today

How do I know which compliance solution(s) is right for me?

NRS

Written by Whitney Kendrick
Updated today

Should I be working with a law firm for compliance support?

NRS

Written by Whitney Kendrick
Updated today

What verticals or business lines does NRS support/service?

NRS

Written by Whitney Kendrick
Updated today

What type of client/advisor is best suited for each tiered package that NRS is offering through the Chalice membership?

NRS

Written by Whitney Kendrick
Updated today

Who can and cannot use NRS?

NRS

Written by Whitney Kendrick
Updated today

What is the average tenure of your consultants?

NRS

Written by Whitney Kendrick
Updated today

Looking at the long term when it comes to occupancy?

JLL

Written by Whitney Kendrick
Updated today

What are our core values?

JLL

Written by Whitney Kendrick
Updated today

Why hire JLL?

JLL

Written by Whitney Kendrick
Updated today

What are the various services that JLL provides?

JLL

Written by Whitney Kendrick
Updated today

Can Office Depot help me ship a package?

Office Depot

Written by Whitney Kendrick
Updated today

For a full list of our FAQ's

Office Depot

Written by Whitney Kendrick
Updated today

Can items ordered online be returned/exchanged at a local store?

Office Depot

Written by Whitney Kendrick
Updated today

Do you assemble furniture items?

Office Depot

Written by Whitney Kendrick
Updated today

How can I get free delivery?

Office Depot

Written by Whitney Kendrick
Updated today

How do I get a copy of my online receipt?

Office Depot

Written by Whitney Kendrick
Updated today

How do I make changes to my account such as my phone number, email address or updating or adding a ship to address?

Office Depot

Written by Whitney Kendrick
Updated today

How do you set up a subscription?

Office Depot

Written by Whitney Kendrick
Updated today

How long is order history kept?

Office Depot

Written by Whitney Kendrick
Updated today

When will the refund appear in my bank account?

Office Depot

Written by Whitney Kendrick
Updated today

What’s included?

WeWork

Written by Whitney Kendrick
Updated today

What's the WeWork process?

WeWork

Written by Whitney Kendrick
Updated today

What are the benefits of joining WeWork?

WeWork

Written by Whitney Kendrick
Updated today

What products does WeWork Offer?

WeWork

Written by Whitney Kendrick
Updated today

Are the websites mobile-friendly?

ProSites

Written by Whitney Kendrick
Updated today

How quickly can I get up and running?

ProSites

Written by Whitney Kendrick
Updated today

Can I keep my current website content?

ProSites

Written by Whitney Kendrick
Updated today

Is this a one-time setup fee or a recurring monthly fee?

ProSites

Written by Whitney Kendrick
Updated today

What does HTTPS website mean?

ProSites

Written by Whitney Kendrick
Updated today

Will the website be compliant?

ProSites

Written by Whitney Kendrick
Updated today

How do I use QuickBooks?

QuickBooks

Written by Whitney Kendrick
Updated today

How to online banking in QuickBooks?

QuickBooks

Written by Whitney Kendrick
Updated today

How to reconcile your accounts?

QuickBooks

Written by Whitney Kendrick
Updated today

What Are QuickBooks Apps?

QuickBooks

Written by Whitney Kendrick
Updated today

Are there ways for my firm to use Compass, outside of traditional bookkeeping and accounting services?

Compass

Written by Whitney Kendrick
Updated today

Can I use my existing accountant for business and personal tax filings?

Compass

Written by Whitney Kendrick
Updated today

I am interested in working with Compass, but want to wait for an audit or special event first. Should I wait?

Compass

Written by Whitney Kendrick
Updated today

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.

Compass

Written by Whitney Kendrick
Updated today

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?

Compass

Written by Whitney Kendrick
Updated today

I already have an in-house person or team to handle accounting tasks. I don’t need your services.

Compass

Written by Whitney Kendrick
Updated today

I already have an in-house person or team to handle accounting tasks. Is my firm too large for the Foundational Plan?

Compass

Written by Whitney Kendrick
Updated today

Why should I use Compass’ Outsourced CFO Services over a traditional accounting firm?

Compass

Written by Whitney Kendrick
Updated today

Explain your exit fees, if any.

Oasis

Written by Whitney Kendrick
Updated today

Will employees be able to choose managed portfolios?

Oasis

Written by Whitney Kendrick
Updated today

Will there be a dedicated team assigned to my account?

Oasis

Written by Whitney Kendrick
Updated today

Will you be the trustee as well as the record keeper for the plan?

Oasis

Written by Whitney Kendrick
Updated today

How many clients do you have?

Oasis

Written by Whitney Kendrick
Updated today

How many years have you been in business?

Oasis

Written by Whitney Kendrick
Updated today

How can we be certain that you are financially solid?

Oasis

Written by Whitney Kendrick
Updated today

How will my needs and questions be handled and by whom?

Oasis

Written by Whitney Kendrick
Updated today

If our company wants to keep our current medical/dental plan, can that cost be carved out of your services?

Oasis

Written by Whitney Kendrick
Updated today

What distinguishes you from other PEOs?

Oasis

Written by Whitney Kendrick
Updated today

What are the Full service payroll services?

Oasis

Written by Whitney Kendrick
Updated today

What is the average tenure of your clients?

Oasis

Written by Whitney Kendrick
Updated today

What insurance providers do you work with?

Oasis

Written by Whitney Kendrick
Updated today

What are the Human Resource Support provided?

Oasis

Written by Whitney Kendrick
Updated today

What type of employee benefit plans are available?

Oasis

Written by Whitney Kendrick
Updated today

What is the minimum required length of a typical contract?

Oasis

Written by Whitney Kendrick
Updated today

What information do you need in order to provide a detailed pricing proposal?

Oasis

Written by Whitney Kendrick
Updated today