Over two decades of hands-on experience, we’ve accumulated countless stories, lessons, and milestones. While this page cannot capture them all, we’ve chosen to highlight five projects that remain especially memorable for the impact they delivered and the trust our clients placed in us.
$420K+ Penalty
A client’s Oklahoma quarterly unemployment tax filing was rejected due to one employee exceeding the 2025 wage base following an interstate transfer. The issue went unnoticed until the final day of the deadline, exposing the company to a potential $427K penalty.
We were notified at 3:00 PM CT on the deadline day. When escalation with the client’s primary payroll provider—responsible for ongoing payroll tax compliance—failed to produce a resolution, we manually reconstructed the filing using payroll reports and validated calculations. The corrected file was submitted just in time, successfully avoiding the penalty.
Christmas Surprise
A large Northern California utility company finalized a union agreement in mid-December that included retroactive pay increases effective January 1. Processing year-long retro calculations for nearly 10,000 employees risked significant payroll system performance issues and potential pay delays.
We implemented an alternative solution by calculating the wage differentials outside the payroll system and loading the results as additional payments. This avoided system strain while preserving accuracy and compliance.
The approach enabled timely payment—just days before Christmas—surprising both the client and the union and earning strong appreciation for our innovative thinking and execution.
Over/Under Payment – Boat Story
A Southern California utility company experienced significant payroll issues after going live with a new system that was inadequately built and tested. The result was widespread overpayments and underpayments to union employees, including one case exceeding $200,000 – Employee bought a boat with this windfall 😊. California wage laws complicated recovery efforts, and the matter escalated into litigation.
We were brought in to stabilize the situation. We corrected system defects, implemented robust testing, and prevented future recurrence. We then performed detailed reconciliations across multiple pay periods, producing clear, well-documented analyses for each affected employee.
After nearly a year of sustained effort, the payroll system was stabilized and all parties were made whole. This engagement stands as one of the most complex payroll recovery projects we have handled.
Time is money
A client relied on a manual, daily process to transfer timesheet data for union rule evaluation, requiring team members to work evenings and weekends. Although the process was rule-based and predictable, it had never been automated.
We implemented an automated workflow that executed the required programs daily without manual intervention. This eliminated weekend work, reduced errors, and delivered annual cost savings exceeding $200,000, while significantly improving team morale and work-life balance.
Necessity is the mother of invention
We supported a company that was closing a plant and was contractually required to pay retention bonuses. For non-exempt employees, these payments impacted the regular rate of pay and required retroactive overtime recalculations.
After bonuses were paid and overtime adjustments processed, the legal team identified a compliance requirement: employees had to receive detailed, period-level explanations of how each overtime adjustment was calculated, or the company faced potential legal exposure.
With payroll completed on Wednesday and payments scheduled for Friday, we had very limited time. There was no time to waste, we got into action, created some innovative solution with Word, Excel, and PDF Java Script. We were able to build an automated process that would generate pdf statements based on the detail data in the excel file, and would email to the employee automatically from the payroll inbox. It was a sigh of relief when this was all said and done. For those 3 days we lived the saying, necessity is the mother of invention.
