What is Benefit Audits?
Benefit audits ensure you are not overspending and your employees are not under supported. We review your health, retirement, and extra benefit programs to confirm accuracy, compliance, and alignment with what your people actually use. Small business owners value this because it improves retention, budget efficiency, and team trust. It strengthens one of your biggest investments, your total rewards strategy.
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Eligibility verification – Confirming that employees and dependents enrolled in benefit plans meet eligibility requirements and that terminations or status changes are processed correctly.
Contribution accuracy – Ensuring payroll deductions and employer contributions match plan elections and carrier invoices.
Invoice reconciliation – Comparing carrier bills to internal records to identify discrepancies, overcharges, or missing terminations.
Compliance review – Checking that benefit practices align with ERISA, ACA, COBRA, and other regulatory requirements to reduce risk.
Process improvement – Identifying gaps or inefficiencies in benefits administration and recommending clearer workflows, documentation, and controls.
How we solve
Common HR Challenges
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We’re paying for benefits people aren’t even using or eligible for.
We audit enrollments, invoices, and eligibility so you only pay for accurate coverage — saving money and fixing leakage.
2
I don’t know if our deductions match what employees actually elected.
We reconcile payroll records and carrier files to correct mismatches before they become costly.
3
Terminated employees are still on our insurance — help.
We identify inactive coverage, remove ineligible participants, and tighten your processes so it doesn’t happen again.
4
Our benefits invoices are confusing — we just pay them.
We review billing, validate charges, and set controls so you only pay what you owe.
5
We don’t have time to check any of this.
We take it off your plate and set up an ongoing audit rhythm so errors get caught before they become expensive.
6
Our benefits costs keep rising but we don’t know why.
We analyze billing trends enrollment accuracy and eligibility leaks to uncover the cause and correct it.
Benefits of working with us:
When you work with us, you gain access to experienced HR leadership without the overhead of a full-time team. We bring structure to complexity, turn uncertainty into clear next steps, and help you move forward with intention.
From compliance and systems to leadership and culture, everything we do is designed to reduce friction and support smarter decisions.
Fully Staffed HR Team
You gain immediate access to experienced HR professionals who handle the day-to-day while providing strategic guidance as your organization grows.
Experienced & Engaged
Work with HR professionals who bring deep expertise and stay actively involved in your business—not just checking boxes, but moving things forward.
Certified Expertise
Led by SHRM-SCP–certified HR leadership with deep, real-world experience guiding organizations through growth, change, and complexity.
On-Demand HR
Responsive HR support exactly when you need it, whether it’s a quick question or an urgent people issue.