Who We Work With
Your clients are our clients.
We just help them differently.
We do not work alone. The business owners we serve already have people they trust: a payroll company, an accountant, a benefits broker, an attorney. Those relationships took years to build, and we are not here to replace them. We are here to sit next to them.
When a business owner asks us something outside what we do, we send them to a firm we trust. When one of our partners has a client paying more payroll tax than they need to, they send them to us. Everybody keeps their client. Everybody looks good.
The firms we partner with
These are the kinds of businesses already in our corner. If you are one of them, there is probably a client you and we could help together this month.
Payroll Processors
You already see every dollar a business pays its people. That makes you the first to notice when payroll taxes are higher than they need to be.
PEOs
You carry the HR and the benefits for companies that cannot carry them alone. We add a layer that raises take-home pay without raising the bill.
CPAs and Accounting Firms
You file the return. We work on what the return will say next year, using code that is already on the books.
Tax Strategists
Same language, different seat. You build the structure, we handle the insurance and benefits pieces that sit inside it.
Health Benefits Brokers
You place the plan. We often find the money that pays for a better one, which makes your renewal conversation an easier one.
Attorneys
Business, tax and elder law. When a document needs drafting we send it to counsel, and when a plan needs funding counsel sends it back to us.
Estate Planning Firms
A trust that is never funded does not do anything. We handle the life insurance and annuity side that actually fills it.
Cyber Security Firms
You protect the business from what could happen. We protect the owner and the payroll from what will. Same buyer, same conversation.
Bookkeepers and Fractional CFOs
You are in the numbers every month. You know before anyone else which owners are ready to be shown something better.
Business Brokers and M&A Advisors
Every sale creates a liquidity event and a tax problem. We work on both sides of the closing table with you.
How it works
We meet and we are honest about fit
A short call. You tell us who you serve, we tell you what we do. If there is no overlap, we say so and you get your time back.
We each keep our own clients
No shared files, no shared fees unless we agree to one in writing. Your client stays your client. Ours stay ours.
We send work both directions
You hear about a business owner overpaying payroll tax. We hear about one who needs a bookkeeper, a benefits plan, or an attorney. We both make the introduction.
We show up for your clients like they are ours
If you put your name on an introduction to us, we treat it that way. Education first, no pressure, and we tell them when the answer is no.
Let us find one client we can help together
Tell us what kind of firm you run and who you serve. We will come back with a straight answer about whether there is anything here worth building.
Start the conversation