DELTA CLIENT SERVICES

CUSTOM SERVICES THAT ALLOW CLIENTS TO FOCUS ON THEIR CORE MISSION

BAR SERVICES

Delta is uniquely qualified to provide bar association and bar foundations advanced consulting services to support their core missions.

With extensive experience in supporting leading bars acrossing the country, Delta can provide cost effective strategies and cutting edge solutions.

– Banking, Investment and Audit Support
· Bank Relationship Management; RFPs and proposal evalutions by experienced bankers.
· Investment Manager Review and Selection.
· Audit RFP's, Proposal Evaluations and Recommendations.
· Proprietary Evaluation and Scoring Systems to Quantify Decision Making.
· Financial and Operational Reviews.

– Database Conversions and Implementations
· Cutting Edge Technology using the Information Logistics management platform.
· Conversion support from any legacy data source.

– Accounting Systems and Audit
· Accounting program installation and support.
· Grantee Audits and Fiscal Reviews.

– Staff Support, Hiring Support and Outsourcing
· Expert backup for your in-house staff.
· Screening and Interview support for financial and other staff.
· "Virtual" CFO and other functional outsourcing to minimize staffing costs.

Bar Assocations and Bar Foundations are challenged more than ever to deliver their services in a cost effective and strategic manner.

Whether unertaking a new initiative to boost revenue, updating systems to improve efficiencies and effectiveness, or reducing costs through intelligent outsourcing of administrative functions, Delta has the experience and exertise to guarantee success and improve results.

Contact us today and see what Delta can do to bring your Bar to the next level.

IOLTA SERVICES

Comprehensive IOLTA Support for Any Size Program

With nearly 50 years of combined experience in IOLTA program management, Banking, and Information Technology, the principals of Delta provide expert solutions to all critical aspects of IOLTA operations, including:

– Interest Rate Comparability
· Succesful implementation at over 2,000 US financial institutions.

– Financial Institution Compliance
· Experienced Bankers on staff to deal with any compliance situation.

– Bank Recognition Programs
· Proven methods with positive results.

– Attorney Compliance Systems
·Cost effective, custom solutions to insure full particiation by eligible attorneys and law firms.

– Database Conversions and Implementations
· Cutting Edge Technology using the Information Logistics management platform.
· Conversion support from any legacy data source.
· See www.ioltasolutions.com for more information.

– Accounting Systems and Audit
· IOLTA Accounting program installation and support, QuickBooks, etc.
· Grantee Audits and Fiscal Reviews.

– Staff Support, Hiring Support and Outsourcing
· Expert backup for your in-house staff.
· Screening and Interview support for financial and other staff.
· "Virtual" CFO and other functional outsourcing to minimize staffing costs.

In an time of diminished resources, Delta can provide your IOLTA program value added, strategic consulting services that can make a significant difference.

Whether unertaking a new initiative to boost revenue, updating systems to improve efficiencies and effectiveness, or reducing costs through intelligent outsourcing of administrative functions, Delta has the experience and exertise to guarantee success and improve results.

Contact us today and see what Delta can do to bring your IOLTA program to the next level.

SMB SERVICES

Comprehensive Support for Your Business

With nearly 50 years of combined experience in Financial Management, Banking, and Information Technology, the principals of Delta can provide the expertise and resources you need to succeed in today's challenging environment.

– Business Formation:
· Helping start-ups to choose the best business type (DBA, LLC, S-Corp, etc.) for their new venture, to complete all necessary federal and state tax and regulatory filings, and to get your business up and running—fast.

– Bank Relationship Management:
· Ensuring that your current bank meets your company’s needs at a reasonable cost.
· Maximizing your organization’s use of today’s financial services, including online banking, and cash management products.

– Accounting and Bookkeeping Systems:
· Recommendations and implementation for accounting systems, including QuickBooks.
· Internal accounting policies & procedures.
· Monthly bank reconciliations and other required schedules.
· Accounts Payable and Accounts Receivable Management
· "Virtual" CFO and other functional outsourcing to minimize staffing costs.

– Merchant Card and Payroll Processing:
· Vendor and system recommendations to minimize costs and maximize profits and efficiency.

– Financial and Profitability Analysis:
· Custom report creation and analysis to maximize profitability and improve cost management.
· Budgeting and cash flow forecasting.
· Pricing and cost analysis.
· Strategic decision making analysis and support.

Running a small or medium size business is hard work. Trying to juggle accounting and finance matters at the same time, withouth the proper support, can many times be impossible.
We have the experience and resources necessary to eliminate the guesswork and put you in control of all of your finances, once and for all.

Contact us today and see what Delta can do to bring your company to the next level.

About Us

Custom solutions that allow clients to focus on their core mission

Delta is a management consulting firm located in Boston, Massachusetts.

We provide strategic advantages and cost effective solutions for leading organizations across the country. Our custom solutions focus on the areas of banking and compliance, internal and external finance and accounting, and the best use of cutting edge technology. Delta supports mission driven organizations, including Interest on Lawyer Trust Accounts (IOLTA/IOLA) programs, Bar Associations, Bar Foundations, governmental agencies, and small/medium businesses.

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