Outsourced Business Solutions

Put time back in your day by tapping into our comprehensive suite of in-house and trusted third-party business services.

Smiling man leverages outsourced business solutions to evolve his business

Welcome to next-level support

Operate with optimal efficiency and evolve your business by allowing us and our vetted third-party partners to manage many of the tasks that monopolize your day. Free up time and resources, and focus on the most important aspects of your business:

Developing Your Staff, Embracing Your Role as CEO, Implementing Growth Strategies, Scaling Your Business, Serving Your Clients, Streamlining Your Operations

Outsourcing options

Our business consultants will collaborate with you to determine what will give you and your firm the biggest advantage.

Financial Management

Outsource the role of CFO with our third-party partner to manage your bookkeeping, bank reconciliation, financial statements, payroll management, tax coordination, and more.

Financial Planning

Remove the burden of labor-intensive planning and receive the support of seasoned professionals without the added expense of hiring a CFP®.

Human Resources

Access in-house tools and resources to help with hiring, staff development, and benefits. Get HR administration support that includes professional employment organizations (PEOs) and non-PEOs.

Investment Management

Choose from a range of options, including model portfolios, third-party asset management, and complete portfolio management and trading, so you can focus on fostering client relationships.
Right Arrow

Marketing

Leverage our suite of tools, resources, and guidance to build your brand and grow your practice. Access third-party vendors that offer services ranging from proofreading and copyediting to seminar and workshop development.
Right Arrow

Operations

Let our Virtual Administration team provide part-time support and serve as an expansion of your practice. This offering will help reduce expenses and save time on hiring, setup, and training.

RIA Compliance

Access the help you need to make the move to fee-only and receive guidance and support to maintain oversight in an ever-evolving regulatory climate.

Technology Consulting

Take advantage of our enhanced technology consulting for help with initial setup, ongoing maintenance, and troubleshooting, so your practice can run at peak efficiency.

Serving as an extension of your practice

Commonwealth's outsourced business solutions give you access to the talent you need—a CFO, paraplanner, administrative assistant, and more—without the burden of hiring, training, and paying additional staff. That way, you can remain focused on the vision you have for your business.

Becca Hajjar-footer

Are we a good fit?

Hi, I'm Becca, managing principal, chief business development officer at Commonwealth. I can't wait to learn more about you and share our Commonwealth story.

Let's Connect

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