Case Studies

Success stories and examples of our Firm’s impact on a variety of different businesses.

Small Business Automates Processes to Save Time

Benefits Consulting Helps Client Retain Employees

Account consolidation to drive a complex strategy towards a simple direction

Consolidating systems to allow streamlined reporting to eliminate redundancy and errors

Adding technology for benefits administration saves time for CFO

Providing great service to a CFO wearing many hats while improving their payroll process

Consolidating technology on 401k and benefits administration while saving cash, and reducing manual touch points

Providing great service to a CFO wearing many hats, while saving them money