M&A attorneys whose clients are starting or have done a merger and acquisition. Founders, business leaders, and stakeholders dealing with the negative effectives of payroll issues and decided they need the right person in the room.

This helps me to learn everything that I need to know about your business, your goals, and understand what you’re experiencing so I can better understand what you’re sitting in and personalize your proposal.  This is the best way to gauge what you are looking for out the gate.  It gives me a really good opportunity to show up to our Discovery Call prepared with an actual plan for you and with an idea of whether or not we might be a good fit.

Fees/Rates are determined based on the scope of the work. On the Discovery Call, we discuss your challenges, goals, and what exact strategy that you need. I believe in full transparency, this way the numbers will catch you off guard.

The earlier, the better.

The second you decide you need a new system/PEO, contact me.

We need to sit down together and walk through every detail.

• Evaluate configurations

• Tax jurisdictions

• Data integrity

• Operational readiness,

• Departments that payroll depends on (HR, Benefits, Accounting, IT, and Legal)

The strongest payroll environments are the ones that were prepared carefully from the beginning. My role is to help ensure nothing important is overlooked before anything is set in motion.

No, it’s ok to not yet identify the root cause. I just need you to know to realize that something is off.

It’s my job to help discover what that root cause actually is, what it affects, and how to move forward.

Do you know something is off? You’re payroll operations is broken. You’re payroll team doesn’t have the bandwidth to research and fix things.

Are you preparing for a significant payroll decision? Navigating a transition? Responding to compliance concerns?

Dealing with mergers & acquisitions aftermath that’s affecting your payroll ops and business workflow?

Is there an audit coming or happening and it throws a wrench in the payroll process?

Contact me. I’ll hold that space for you.

Yes. We will discuss the logistics, as this is an additional cost.