Smarter Oversight. Cleaner Books.

 We compare your carrier invoices against actual payroll deductions and enrollment data to identify discrepancies, missed terminations, or coverage mismatches. This ongoing service helps ensure your books remain accurate and up-to-date — preventing over payments and protecting your employees from gaps in coverage. 

 A deeper dive every quarter to catch issues that may have slipped through the cracks. We sample invoices, payroll records, and enrollment reports to detect billing trends, errors, and opportunities for savings. Ideal for businesses seeking added oversight without committing to a full monthly reconciliation. 

 Changing carriers or introducing new benefit offerings? These transitions are prone to errors. We manage the reconciliation process during these high-risk periods — confirming that enrollments carry over correctly, billing is accurate from day one, and employees get the coverage they expect. 

 We document your current payroll and benefits workflows, flag inefficiencies, and recommend improvements. You’ll receive easy-to-follow reporting that outlines where errors originate — and how to prevent them. Useful for internal teams, compliance reviews, and long-term planning. 

 Beyond benefits, we also offer support for select bookkeeping needs — from payroll cleanup to general ledger reconciliation. These services are tailored to businesses that need occasional help maintaining clean, audit-ready financial records.