About 2017-11-07T16:40:14-05:00

What We Do

Your company is unique.  One-size-fits-all approaches will never help your business reach its full potential.  We deliver custom solutions, tailored to you – your industry, your culture, your one-of-a-kind challenges.  You can start by accessing a fantastic library of resources; one for brokers specifically or employers.  Brokers have access to the employer library too because well..you also run a company.  If a library just isn’t enough – you can “use a lifeline” and call someone.  HR questions can be answered specifically for your company if you’re an employer.  Broker related questions of compliance and business strategy are a different kind of animal. We can help with that too!

From enterprise level documentation review to HIPAA, COBRA, ERISA, HR, Payroll, Health Care Reform compliance and more, we have you covered.  We will work with you to create unique solutions, completely custom to your operation, and ensure they meet any applicable requirements.  Sometimes it starts as an “easy” question that unravels years of noncompliance or it starts out being a big problem that simple policies and procedures could have prevented.

Did you know?  If you’re a broker, we provide services for your employer clients as well.  Our broker clients use us to provide a compliance resource as part of either their value-add or their fee-for-service offerings.  You get to tout compliance services without the overhead and we’re your trusted partner.  Win-Win!!  This includes everything from reviewing job descriptions to developing consistency within the organizations policies and practices.  We make the process easier, but not necessarily painless for everyone involved.  Change and compliance require commitment and time.  We’ll help keep employers on track.

Here’s an example of the value we can help you offer clients.  A client calls their broker and says, “hey, can you help me with my Form 1094 and 1095?”  Broker says, sure!  That seems easy enough.  Come to find out, that is just the tip of the compliance iceberg.  There is no way the employer can complete these forms.  They have several issues of noncompliance with employee classification, compensable time and ability to pull data.  Broker brings a partner to the table that helps cure years of noncompliance with the FLSA, ERISA and Payroll.  Broker starts to look like a trusted partner.  Being trusted means things aren’t always rosy.  There are hard conversations to be had.  Commitments to be made.  All to make the client successful.  Win-Win.


We are committed to upholding your most cherished values in every project and task we take on.

Strategic business planning and friendly noncompliance correction are my passion and I bring that drive to every project, to every agency, and to every employer.