What we do
Six practice areas built for the employer services stack.
Every engagement is scoped to what will actually move the number. Pick the practice areas that fit your deal.
01
Payroll, HCM, and Time & Attendance
Positioning and channel strategy for payroll and human capital platforms.
- Rep enablement and playbooks
- Broker and referral partner activation
- Competitive positioning vs incumbents
- Section 125 attach motion
02
Employee Benefits
Health, virtual care, and voluntary. Priced and routed for the segment.
- Major medical routing
- Virtual health add-ons
- Section 125 wellness plans
- Renewal cycle campaign design
03
Business Liability
Property, Casualty, and Workers Compensation through the right carrier network.
- Carrier network access
- Segment-specific pricing
- Workers comp renewal capture
- Bundled quoting motion
04
AI Surveillance & Security
Modern AI-based monitoring for premises, workforce, and operational risk.
- Camera and analytics stack
- Loss prevention playbooks
- Workforce safety monitoring
- Integration with HRIS
05
Hiring & Tax Incentives
WOTC, R&D, and ERC. Turn compliance into a repeatable revenue channel.
- WOTC screening
- R&D credit studies
- ERC recovery
- Payroll platform integration
06
CPA and Fractional CFO
Accounting and finance leadership on demand for growing operators.
- Monthly close operations
- Investor-ready reporting
- Fractional CFO advisory
- M&A support
Not sure which fits your deal?
Send it through the intake. It only shows the practice areas relevant to what your prospect actually needs.
Refer a lead →