Group Advisors
Advisor walking a client through a plan
THE PROCESS

From first call to go-live — guided every step.

Assessment, proposal, plan documents, payroll data, and employee training — all guided in your client portal, working alongside your existing systems.

Three stages, one guided path

1

Consultation & assessment

A free, no-obligation review of your payroll produces a proposal from your own census — projected savings and per-employee pay comparisons, clearly labelled as estimates.

2

Guided implementation

Plan documents, payroll data, and employee training — one step at a time in your client portal, with our team and U.S. Health Centers alongside. Typically 30–45 days.

3

Live & supported

Once live, your portal tracks every payroll run — projected and actual payroll-tax savings, enrolled employees, and your plan documents in one place.

Works with your payroll provider

We work from the reports your payroll provider already produces — upload them yourself, or let our team help you collect them. Whatever system you run payroll on, we can work with it.

  • ADP
  • Gusto
  • Paychex
  • QuickBooks
  • Rippling
  • TriNet
  • UKG
  • OnPay
  • Paycor
Keep Your ProviderNo switch required — we work from the reports your payroll provider already produces.
Guided SetupProvider-specific instructions in your portal, or we help you hands-on over a screen share.
Ongoing SupportOur team stays with you through every payroll run after go-live.

Ready to start step one?

A 15-minute call starts your free assessment — no obligation, and every figure clearly labelled as an estimate.