Payroll detail
Organize the payroll record and supporting breakdowns for review.
Workers comp audit support
Build the audit file before the audit request.
Organize payroll, subcontractor documentation and supporting cost records for the workers compensation premium audit. Coordinate the financial record with your insurance professional.
ComplianceThe audit file
- Payroll detail
- Reconcile
- Labor & materials
- Separate
- Overtime premiums
- Identify
- Subcontractor coverage
- Document
Illustrative structure. Your scope is agreed together.
A clearer record for the review
Put the records in order.
An audit is easier to work through with the records in reach.
The accounting detail and the supporting documents need to tell the same story. Identify missing records and questions early enough to work through them.
What the work includes
Make the responsibility clear.
Cost separation
Separate labor, material and overtime premium detail where applicable to the audit requirements.
Supporting documentation
Assemble subcontractor coverage records and an organized package for the auditor’s questions.
An important part of the scope
Accounting support, alongside your broker.
We help prepare the records and review class-code questions with the appropriate insurance professionals. The carrier and applicable rules determine the audit treatment.
This is support for a documented audit process. It is not a promise of a premium reduction.
The handoff
Know what comes
from each side.
Agree on the inputs and responsibilities so the recurring work has a practical rhythm.
- 01
You share
The audit request, payroll records and subcontractor documents.
- 02
We organize
The agreed reconciliations and supporting financial schedules.
- 03
Your insurance team addresses
Policy, coverage and classification determinations.
One catalog. Your scope.
Build around what
your business needs.
Start with the record underneath the work. Add the required support and the elective services that fit.
- 01
Core
The foundation
Bookkeeping and reconciliation, bill entry and coding, invoicing and aging. Job costing is optional and metered.
- 02
Compliance
Built to code
The services required by your contracts, government, surety, insurer or lender. Only the items that apply to your business.
- 03
Growth
The finish out
Elective budgets, forecasts, capacity models and scenarios that support your next decisions.
- 04
Add-ons
Bolted on
Tax planning implementation, payroll processing, bill pay and collections follow-up are scoped separately.
Before either side commits
Start with your
actual books.
The free Financial Risk Assessment is required before we agree to work together. We review the risks and opportunities, then define the services your business needs. You keep the findings and the plan whether or not you go further.