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For partners

For CPAs and benefits brokers

CPAs and benefits brokers see HR problems first: a payroll error, a misclassified contractor, an employer that just crossed 20 people in San Francisco and owes health care spending. I handle the HR side so you can stay on the numbers and the plans.

Where I help your clients

  • Contractor and exempt classification reviews before a payroll or audit problem grows.
  • California compliance check-ups and handbooks.
  • Pay structures and pay equity audits.
  • San Francisco Health Care Security Ordinance and local ordinance questions, alongside the broker’s plan work.
  • Fractional HR for clients too small for a full-time HR hire.

Referral terms

  • Reciprocal: I send clients who need accounting, payroll or benefits work to partners on this list.
  • Referral fee: 10 percent of fees collected in the first 12 months from a referred client who signs, paid quarterly. It is disclosed to the client in writing, as professional standards expect.
  • If your firm’s rules or your license do not allow referral fees, we skip the fee and keep the reciprocity.

To set it up, email hello@urbanhumanresources.com or book a call. See all partner terms.