E&O Insurance — $1,000,000 Coverage
Every engagement is backed by Errors & Omissions insurance up to $1,000,000 through Next Insurance. If anything goes wrong on my end, the insurance covers it — not you, not your client. This is the same level of coverage carried by major compliance and advisory firms.
↗ View live insurance certificateWhat I Do
1. Ohio BWC True-Up & Group Rating Enrollment
The Ohio BWC filing window opens July 1st. The hard deadline is August 31st — no grace period. I prepare your clients' files now, file on July 1st, and send you the confirmation the same day. Done before the August panic.
- One-time flat fee — no annual contract, no renewal commitment
- Average employer saves $2,000 in premiums through group rating enrollment
- Big TPA firms offer a free analysis — but paying their renewal locks clients into a two-year commitment at $400–$1,200/year
- I charge once. No contract. No trap.
- E&O insured up to $1,000,000 — your client relationship is protected
2. State Agency & Compliance Work — Project Basis
One specific problem. One engagement. One flat fee. No ongoing commitment required. You send me the problem. I handle the state agency side. You get a clean written summary of what was done.
- State agency correspondence and follow-up calls
- Multi-state research — tax obligations, licensing, registration requirements
- Account closures, dormant account resolution, status confirmation
- Tax notice tracking and response preparation
- Employee records across multiple states — verify, correct, close
- Regulatory notices — read, document, prepare next steps
- Compliance memos and multi-state research reports
- Power of attorney representation — IRS and state agencies
3. Monthly Retainer — Ongoing Compliance Support
For teams that always have state agency matters open. I become your dedicated compliance resource — available by phone and email, responsive, personal. Month to month. Cancel anytime.
- 20 hours of state agency and compliance work included per month
- Additional hours billed at $75/hour
- No long-term contract — month to month — cancel anytime
- Direct access — not a call center, not a ticketing system
Who I Work With
Capital 5thline.co
5th Line Capital — Venture Debt Advisory & Financial Services
5th Line is a leading provider of vertically-focused advisory services for growth-stage companies, specializing in venture debt consulting, CFO services, and financial operations across North America.
Scope of work: multi-state compliance research, state agency correspondence, regulatory notice management, and ongoing compliance administration.