Nine comprehensive steps to grow your business
Step 1 – Introduction
Discuss needs and services available and determine if there is a good fit.
Step 2 – Approach Meeting
Answer questions about managing employee programs and offer a perspective on whether employee programs are competitive.
Step 3 – Define the Scope
Work through ideas related to your business and offer feedback and insight into recommended next steps.
Step 4 – Discovery
Investigate and identify additional customizations.
Step 5 – Analysis & Design
Review goals and strategies that address your business needs.
Step 6 – Present Solution
Present recommendations and develop an implementation timeline.
Step 7 – Implement
Customize processes, set up new accounts, and arrange employee meetings.
Step 8 – Ongoing Service
Daily servicing and maintenance.
Step 9 – Regular Reviews
Hold regular periodic meetings to review the status of previous action items and make adjustments.
Latest News
Nine comprehensive steps to grow your business
April 11, 2025
Step 1 – Introduction Discuss needs and services available and determine if there is a good fit. Step 2 – Approach Meeting Answer que...
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IRS Warning on False Employee Retention Credit Claims
April 4, 2025
The Internal Revenue Service (IRS) has issued repeated warnings to employers to be wary of third parties who may advise them to claim the Employee Retention Cre...
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Employer responsibility in unemployment claims: Understanding Chargeback Liability and the Importance of Documentation
April 4, 2025
Managing unemployment insurance (UI) claims is a key part of controlling long-term unemployment tax rates. A single claim can impact your UI tax rate for up to ...
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