Dan has been incredibly helpful with systematizing my new client onboarding procedures. Between all of my software and transferring accounts, there seems like a million things that need to be done. Dan helped me build out workflows and sub-workflows in my CRM to ensure everything is completed in a consistent and timely manner. I feel so much relief in having everything in the CRM with different steps for Dan and me to complete instead of it all swirling around in my head.

Discovering Dan Kellermeyer was pretty much a game-changer for The Art of Finance. Dan and New Heights Solutions bring the financial savvy you’d expect from a CFP, but without the requirement of a full-time hire. They’ve always been extremely quick, thorough, and flexible. And knowing that they can customize their service to my firm’s approach, style, and language has been amazing. They’re a powerful hack for the small-but-growing RIA!

We love working with Tracy and Dan. They help us improve our processes. They do high-quality administrative and operational work. They interact with our clients around logistical issues professionally and personably. When we ask them to take on a workstream, we don’t have to think about it again since we know it’ll be done well.

Having such great support lets us focus on our clients, meeting their needs, and enriching their lives. It means we do more of the work we love and in turn, Tracy and Dan, help us build our firm. We think of them as members of our team and are always happy when we see their names in our inbox or on our caller ID.

I have outsourced my back office work to other firms, but decided to use NHS exclusively because of the great work they do. The team at NHS is top notch and I feel comfortable relying on them to support my firm and clients. I’ve had nothing but a positive experience with them and cannot recommend them highly enough.