September 2026

Case Study 2: 500-Employee Manufacturing Business

Griffin Harrison

Sep 24, 2025

Client Profile The Challenge Despite strong growth, the company was struggling with rising healthcare premiums and high employee turnover. Leadership wanted to reinvest in expansion, but margin pressures left little room to maneuver. Our Approach The Results Total Impact: $5.16M in new savings annually Engagement Model We charged 30% of verified savings, totaling $1.55M. Net…
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Case Study 1: 500-Employee Medical Clinic

Griffin Harrison

Sep 24, 2025

Client Profile The Challenge The clinic’s CFO knew they were leaving money on the table. Underpayments from insurers, outdated billing practices, and inefficient employee benefit structures were draining profitability. The leadership team needed a partner to uncover hidden revenue, but without disrupting patient care. Our Approach The Results Total Impact: $6.66M in new revenue and…
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The Top Section 125 Cafeteria Plan Providers

Griffin Harrison

Jun 16, 2023

A summary of the top 5 Section 125 Cafeteria plans providers: 1. The Champ Plan The CHAMP Plan™ is a self-funded, personalized, clinical preventive healthcare program that has been designed to complement an organization’s primary healthcare insurance in such a way that it makes the organization’s healthcare coverage highly cost-effective and beneficial in terms of employee…
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Financially Distressed Industries May Be Eligible For The ERC

Jed Rently

Jun 23, 2023

Changes in Employee Retention Credit Regulations Significant regulatory changes have taken place regarding the Employee Retention Credit (ERC). In 2023, this credit has evolved to cover certain severely financially distressed industries. These businesses can avail of the credit provided they meet the specified criteria. To be eligible, the industry must demonstrate a significant decline in…
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Recovery Startups and Eligibility for the ERC?

Jed Rently

Jun 22, 2023

Understanding the Employee Retention Credit The Employee Retention Credit (ERC) is a valuable tax incentive aimed at encouraging businesses to retain their workforce. Initiated in 2020 as part of the CARES Act, the ERC has seen various iterations and modifications. In 2023, it is still beneficial to many businesses, including recovery startups. These businesses are…
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Being Tax-Exempt Organizations and The ERC Eligibility

Jed Rently

Jun 21, 2023

Eligibility for the Employee Retention Credit being tax-exempt Certain tax-exempt organizations may be eligible for the Employee Retention Credit (ERC). This provision, part of the U.S. government’s response to COVID-19, aims to help businesses and nonprofits keep employees on the payroll during economic uncertainty. The ERC is a refundable tax credit against certain employment taxes.…
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Seasonal Employers and the ERC Eligibility

Jed Rently

Jun 20, 2023

Eligibility for the Employee Retention Credit for Seasonal Employers Seasonal employers can qualify for the Employee Retention Credit (ERC). They must have an active business during a calendar quarter. Importantly, their operation should experience a full or partial shutdown due to governmental orders related to COVID-19. Alternatively, their gross receipts for a quarter in 2021…
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Understanding Lease Accounting for Beginners

Griffin Harrison

Jun 19, 2023

Lease accounting is a critical aspect of financial management for businesses that engage in leasing assets such as real estate, vehicles, and equipment. With the introduction of new lease accounting standards like ASC 842 and IFRS 16, it’s more important than ever for businesses to understand the intricacies of lease accounting and ensure compliance with…
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New Business Eligibility For the ERC

Jed Rently

Jun 19, 2023

New Business Eligibility The ERC is also available to new businesses that began operations after February 15, 2020. These entities, referred to as recovery startup businesses, can claim the ERC. They don’t have to show a decline in revenue or a forced closure. However, their annual gross receipts must not exceed $1 million. To be…
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Claim Wages Not Double Dipping With The ERC

Jed Rently

Jun 18, 2023

Avoiding Double Dipping One critical rule to remember is the prohibition on “double-dipping”. This means you can’t use the same wages to claim the ERC and other tax credits or relief benefits. The IRS is strict about this to ensure equitable distribution of pandemic relief funds. It’s essential to keep meticulous records to avoid any…
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ERC Helps With Reduced Gross Receipts

Jed Rently

Jun 17, 2023

America loves the Employee Retention Credit for reduced gross receipts The Employee Retention Credit (ERC) continues to be a valuable tool for businesses in 2023. It supports businesses dealing with reduced gross receipts. The ERC encourages companies to keep their employees on the payroll. It does this by offering a tax credit for wages paid.…
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