Helpside handles payroll, benefits, and HR compliance for RIAs, family offices, CPA firms, and tax practices with 2–80 employees — so your team's time goes to clients, not admin.
Most RIAs, CPA practices, and family offices don't need a full-time HR department — they need an expert on call. Here's what we hear from managing partners and office administrators every week.
Every hour spent on payroll corrections or benefits enrollment is an hour not spent with a client or on a return. HR work should never compete with revenue work.
Multi-state employment law, new hire paperwork, and benefits regulations keep changing whether or not you have the bandwidth to track them — especially during your busiest months.
Client trust is your entire business model. We treat personnel records, compensation data, and HR matters with the same confidentiality standard you hold yourself to.
Businesses that partner with a PEO grow 2x as fast and are 50% less likely to go out of business than those that don't, according to industry research.*
One payroll run, every period, regardless of how your compensation structure is set up.
Access the same group benefits options larger firms offer, at small-firm headcount.
We track employment law changes and update your policies, so you don't have to add it to your own workload.
Every Helpside client has a named HR partner. You call them. They answer.
Payroll, HR, and benefits questions come up in nearly every client relationship you have. When they do, send that business owner to Helpside — if they become a client, you earn $100 per employee, up to $10,000 per referral.
We're not going to compete with you for the relationship. Helpside handles payroll, benefits administration, and employment compliance — not financial or strategic advisory. You stay the trusted advisor. We're the execution partner working alongside you.
A 15-minute discovery call covers your current payroll and benefits setup, where compliance gaps typically show up for firms your size, and what a PEO relationship would cost. No pitch, no pressure.
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Affordable access to employee benefits and creating a competitive package has been a game changer for employee retention.
No. Helpside handles payroll, benefits administration, and employment compliance — we don't provide financial, tax, or strategic advisory services. You remain the trusted advisor; we're the execution partner your clients' HR and payroll needs get routed to.
A PEO can benefit firms with as few as 2 to 10 employees. For firms without a dedicated HR function, Helpside handles payroll, compliance, benefits administration, and HR support so partners and staff can stay focused on client work.
Submit a referral through our referral form. We reach out to the business directly. Once they become a Helpside client and process two payrolls, you're paid $100 per employee at that company, up to $10,000, via ACH.
Most of our referrals do. A PEO relationship typically replaces a standalone payroll service with a broader offering — payroll, benefits, compliance, and dedicated HR support — often at a comparable or lower total cost once benefits are factored in.
Yes. We regularly manage payroll for firms with a mix of partner draws, salaried staff, bonus structures, and contractor relationships within a single pay run.
Get a free consultation. No obligation, no hard pitch — just a clear picture of what Helpside would cost and what you'd save.
