Brian.Pinto

Contact

Two ways to start a conversation.

Pick the one that fits. Both begin with a 20-minute call and neither carries any cost or obligation.

For employers, CFOs and HR leaders

Schedule the complimentary Benefits Optimization Review. You will receive a written report with dollars attached to every finding and a multiyear roadmap you own.

Schedule Your Complimentary Benefits Optimization ReviewSee what the review includes

For CPAs and accounting firms

Discuss the CPA Strategic Alliance, including the referral process and the documented revenue share agreement.

Schedule a CPA Strategic Alliance DiscussionSee the alliance program

Direct contact

What happens after you reach out

  1. 01Discovery Meeting. 20 minutes on Teams. Your goals, your frustrations, your timeline.
  2. 02Data Collection. Census, claims, invoices and contracts. An NDA is in place first.
  3. 03Analysis. Two to three weeks. Cost, funding, pharmacy, compliance and benchmarking.
  4. 04Findings Presentation. 60 minutes. One written report with dollars attached to every finding.
  5. 05Implementation Roadmap. A prioritized multiyear plan. You decide what to act on.