Partnerships
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 needs a bond, business insurance, a group health plan, a tax strategy or a loan, 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.
For Business Owners
One call. The right person for the job.
Running a business means needing six different specialists and having time to find none of them. Tell us what you need. We make the introduction to a firm we already trust, you decide if it is a fit, and there is no fee to you for the introduction.
We do not sell these lines ourselves. A licensed partner does the work, and we stay in the loop so nothing falls through the cracks.
Surety Bonds
01Bidding on city, county or state work? Most public jobs need a bond before you can be awarded the contract. On smaller jobs the application is about one page.
Placed by a licensed bonding agency we work with.
Business Insurance
02General liability, property, commercial auto, workers comp. The coverage that keeps one bad day from closing the doors.
Written by a licensed property and casualty agency we work with.
Group Health Benefits
03A real group health plan for your team, and a way to help pay for it. We often find the payroll tax savings that cover a better plan.
Placed by a licensed benefits broker. We handle the savings side.
Tax Strategy
04R&D credits, cost segregation on a building you own, entity and retirement plan design. Looking costs nothing, and most owners have never looked.
Run by tax strategists and CPAs we work with, alongside your own CPA.
Small Business Funding
05Lines of credit, equipment loans, SBA lending and working capital. The right lender for the size and stage you are at.
Arranged by business lenders and funding firms we work with.
Payroll and HR
06Payroll processors and PEOs that take payroll, HR and compliance off your desk. Often the first place we look for savings.
Handled by the payroll and PEO firms we work with.
Who We Work With
The firms we partner with
These are the kinds of businesses already in our corner. If you run 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.
Surety Bond Agencies
You bond the contractors bidding on public work. Every one of them runs payroll, and the bigger the crew, the more we can usually save them.
Property and Casualty Agencies
You write the business insurance. We do every line except yours, so our commercial referrals go to you and your life and benefits needs come to us.
Business Lenders and Funding Firms
You fund the growth. We help the owner keep more of what the growth earns, which makes the next loan easier to say yes to.
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
Four steps, no surprises
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 bond, business insurance, a benefits plan, a loan, 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, and we tell them when the answer is no.