Intelligent Office of Fairfax

Intelligent Office of Fairfax

Customer Appreciation Case Study

Lampert & Associates, LLC

Situation

Lampert & Associates, LLC, provides holistic financial planning for individual and institutional clients.  The firm’s principal, Peter Lampert, is a Certified Public Accountant and an Attorney.  He recently re-engineered his firm’s business model, dramatically reducing his need for office space.  Lampert moved the firm’s back-office operations from a 2,000 square foot office suite to space in his home, but the need for front-office space – where meetings and planning sessions could be held – remained.

Action

Lampert relocated his firm’s front-office operations to an office at Intelligent Office of Fairfax.  He outfitted it as a comfortable sitting room with a sofa, chairs, and a whiteboard for plotting client investment strategy.  He used a conference room as needed for reviewing documents and plans.  About a year later, Lampert’s wife had a temporary but attractive job opportunity in Europe and he re-tooled the firm’s operations again to accommodate his family’s relocation, moving Lampert & Associates into a virtual office arrangement with Intelligent Office.  When his wife’s work in Europe is completed, Lampert anticipates again availing himself of Intelligent Office’s flexibility to support his dynamic business.

Results

While maintaining his initial arrangement, Lampert and his staff came to appreciate the way Intelligent Office staff became an extension of his business.  He and his clients also had high regard for the “spectacular, airy physical space.”  After Lampert temporarily relocated to Europe, Intelligent Office began packing his mail weekly and forwarding it to his assistant in Colorado.  Flexibility became Lampert’s greatest need, even as it turned out to be one of the top benefits afforded by Intelligent Office.

“If I hadn’t had the kind of back up Intelligent Office of Fairfax provided, I might literally have had to close my doors.  Intelligent Office is the perfect extension of my business – more like a family.  They are delightful, working very hard to be flexible and responsive”  —Peter Lampert