Customer Support Matters Assessing Broker Responsiveness

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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 Underpayments from insurers, outdated billing practices, and inefficient employee benefit structures were draining profitability.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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How To Claim Your Retroactive ERC Funds

Jed Rently

Jun 6, 2023

Determining Retroactive Claims Retroactive claims are possible, so long as you’re within the statute of limitations. This means you can potentially claim credits for past periods you were eligible but didn’t claim. This is typically a three-year window from the original tax return due date. Understanding the Employee Retention Credit The Employee Retention Credit (ERC)…
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What Is Holistic Nurse Certification

Griffin Harrison

Jun 6, 2023

Being a nurse can be incredibly rewarding. Sure, it can be tough seeing people in pain, but knowing you’re helping them and their families can make it all worth it. Lately though, lots of nurses have started feeling a bit frustrated. They’ve realized that medicine, at least in the West, is often too focused on…
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Avoid Layoffs With The ERC

Jed Rently

Jun 6, 2023

Employee Retention Credit (ERC) means no layoffs The Employee Retention Credit (ERC) is a valuable tool for businesses. It’s designed to incentivize firms to keep employees on payroll despite economic hardship. The ERC provides a tax credit for businesses that maintain their workforce, even in challenging times. Using the ERC can help you steer clear…
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Supporting Employees Financially with ERC

Jed Rently

Jun 5, 2023

A Guide to Supporting Your Employees Financially with the Employee Retention Credit Understanding the Employee Retention Credit (ERC) The Employee Retention Credit (ERC) is a refundable payroll tax credit designed by the Internal Revenue Service (IRS). To aid businesses financially impacted by the COVID-19 pandemic. The aim is to incentivize employers to keep employees on…
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ERC and Business Continuity During Uncertainty

Jed Rently

Jun 4, 2023

The Value of Employee Retention Credit to Business Continuity During times of economic turbulence, maintaining business continuity becomes a vital aspect of organizational survival. A key tool in supporting this business continuity is the Employee Retention Credit (ERC). ERC, which is a refundable payroll tax credit, was designed to help businesses retain their workforce despite…
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ERC Helps Payroll Costs During Business Slowdowns

Jed Rently

Jun 3, 2023

Utilizing the Employee Retention Credit to Offset Payroll Costs Understanding the Employee Retention Credit The Employee Retention Credit (ERC) was introduced in 2020. It is part of the CARES Act. The initiative aims at assisting businesses during the COVID-19 pandemic. The ERC is a fully refundable tax credit for employers equal to 50% of qualified…
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Boost Cash Flow With The ERC

Jed Rently

Jun 2, 2023

Boost Cash Flow for Business with the Employee Retention Credit: A 2023 Perspective Understanding the Employee Retention Credit The ERC can offer a crucial financial lifeline for businesses,which will boost cash flow significantly. By providing a dollar-for-dollar reduction in tax liability, it can effectively offset payroll costs and potentially free up funds for other business…
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Employee Retention Credit=Refundable Tax Credit

Jed Rently

Jun 1, 2023

Employee Retention Credit: A Comprehensive Guide The Employee Retention Credit (ERC) is a refundable tax credit that can significantly help businesses during challenging times. It is designed to encourage employers to keep employees on their payroll, even if they cannot afford to pay them due to the financial impact of certain crises. Let’s delve into…
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