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HR Solutions for CPAs & Financial Advisors

CPAs and Financial Advisors (FA) are one of the most important trusted advisors to clients. Our 20-year experience in supporting CPA & FA client companies enables us to provide a fully integrated HR, payroll, benefits, risk management and compliance product offering with the highest level of customer service. Extensis excels at simplifying the ever-increasing complexities of HR compliance, payroll processing, and benefits administration for your client companies, including general ledger and retirement plan interfaces.

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Extensis Solutions for Your Customers

HR, Payroll, and Benefit tools for your client companies’ in-office and work-from-home workforce.

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Extensis Benefits Navigator

A fully integrated online navigator for client companies and their employees in selecting healthcare benefits plans.

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Extensis Mobile App

Anytime, anywhere, mobile app for employee payroll stubs, benefits, paid time off and W-2s.

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Trusted Guide to Clients & Their Employees

Dedicated HR, payroll and benefits team members can quickly and accurately support your clients and their employees.

How PEOs Help Small Businesses – a CPA’s and Financial Advisor’s Perspective

More and more small and mid-size employers are taking the advice of their CPAs and Financial Advisors by outsourcing HR/Payroll/Benefit activities to PEOs to improve business productivity and focus as well as increase the likelihood of business success. PEOs’ duties for small and mid-size employers:

  • A PEO is the employer of record and assumes responsibility for compliance before the EEOC, NLRB, Title VII, FLSA, COBRA/ERISA, IRCA, ADA, and several other regulatory and government agencies.
  • A PEO administers, pays, and reports Federal, State, FICA, and local payroll related taxes.
  • A PEO takes advantage of economies of scale with its larger employee base (known as worksite employees) to negotiate lower employee benefits and workers’ compensation insurance rates.
  • A PEO takes on employee filings and compliance requirements.
  • A PEO provides resources and knowledge in ensuring client companies stay on top of constantly evolving employment law and practices.

Extensis Solutions for CPAs & Financial Advisors

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HR, Payroll & Benefits

Let Extensis manage your client companies’ employee HR, payroll, and benefits including onboarding, supporting HR compliance, employee training, employee handbooks, and payroll processing. Extensis will manage the onboarding and employee election of benefits with our fully integrated online navigator for Healthcare, HSA, FSA, Life, Disability, Dental & Vision Benefits, 401k and other savings plans as well as a wide range of voluntary plans.

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General Ledger Interface & Retirement Plans

Extensis provides CPAs & Financial Advisors’ client companies with interfaces to their general ledger accounting package. We work with the CPAs, FAs or client teams to ensure payroll and benefit costs are electronically downloaded into the accounting systems of the client companies. Extensis also provides a 401k plan and other retirement plan options for client companies.

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Accreditation, Certification, Independent Audit, SOC& Compliance

Extensis provides CPAs, FAs and their customers the highest level of assurances so CPAs and FAs can fully rely on Extensis as their trusted HR solutions provider. Accreditation – ESAC, Certification – IRS CPEO, Independent Audit by a national CPA firm, SOC audit assurance, internal payroll, HR and Benefits Compliance teams within Extensis.

We Promise Solutions Personalized to Your Client’s Needs

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HRCloud

A fully integrated cloud-based HR, payroll, and benefits administration system available to customers 24/7.

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Customer Reports

Customers have business and industry specific reporting needs that Extensis can accommodate.

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Employee, CPA, FA Training & Development

Extensis provides a full learning platform to meet client training needs - including compliance,
OSHA & safety courses.

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Recruiting

Extensis has a dedicated recruiting team to support hiring needs, including an integrated Applicant Tracking System (ATS).

Interested in Extensis?

We’d love to hear from you.