I only worked for two companies during that time so that allowed me to cross-train in all the different departments such as Searching, Customer Service, Policy and Prelim typist, Escrow Secretary, Receptionist and Title Secretary in the first company.Then I was recruited by a Sales Rep who opened his own company to set up his Word Processing Department where we used Display Writers (that should give you an idea of how long ago that was!)

My area of focus is specifically customer self-service design, and I have several colleagues that have a lot of web expertise, so hopefully I can point you in the right direction.

What I basically want is ability to have paper/email bill sent to customer with a few clicks.Also I'm looking for a good "small business" accounting solution that would hopefully tie into the invoicing solution.

They alone decided that it was not okay even though the current rules and customs were set up contrary to their beliefs.My point is just because an organization decides on a rule does not mean it's right or that I'm going to respect or follow it, and I don't think that calls my integrity into question.

They're all in Word format and can be customized to your use.

Search the topics (Operating Agreement, LLC) here and take notes, then see your attorney so that local custom and practice will be considered in what you want to do, especially in wholesaling activities. :)

They suggested I go to a regular bank.I have an account at PNC bank, but they are wrapped around the axle on the fact that I am: 1. participant 2. plan administrator and 3. officer of the sponsoring employer.Because I have no business accounts with them, they think they cannot do the medallion - its only for customers.

I am not a wholesaler and will not go directly to your customer :)

Most people solve this with a CRM (Customer Relationship Management) system.

The result - they moved out, without notice after couldn't pay the rent on the houseful of furniture they rented from EZ-Rental and, since they had the uhaul truck...why not take Andy's hvac, cabinets, water heater and appliances with them!