Vendor Partners

Mention your IAOHIF membership to receive these offers from our vendor partners.
All vendors partners are listed in alphabetical order.

 

Aaron Christopher PhD CPA is offering his services to help owners claim their Employee Retention Tax Credit. For Home Instead Owners, he is doing everything at a discount of only 7.5% through his firm, Action Tax and Accounting.  The IRS recently announced a focus on firms with aggressive marketing strategies (you’ve seen the emails) and high fees.  Using Dr. Christopher for this service could save you tens of thousands in fees and you’ll know a knowledgeable CPA and former tax professor personally signed off on your credits.  Contact him today at [email protected] to claim your credits before they begin to phase out early next year. 

 


 

 

At Always On Call Corp we provide a wide range of answering services and answers as a member of your office team.  We specialize in services for home care but will support any type of company in need of dependable, professional on-call services.

Answer As A Member Of Your Office Team

  • Record incoming calls on Google sheet
  • Send all client inquiries to designate (key player as designated by customer)
  • Office can see live the Google call log
  • All calls will be recorded and held for 2 months – Can be emailed to you if requested.

Call Outs – Contact Bonafide Replacements To Fill Shift

  • Notify family/client of change of caregiver
  • Notify key player for introduction as soon as possible of replacement being confirmed
  • Enter shift in computer system as call out with reason given

Miss Clock In & Out

  • Call/text caregivers and client’s home to verify CG is at shift
  • Make notation if late in call log
  • Notify key player if caregiver isn’t located
  • Notation as to why a late (if reason given from caregiver) clock out in call log
  • Update system for times of clock in & out

 Caregiver/Client Problems

  • Service provider’s trained staff to offer advice in most situations
  • Service Provider reports all issues to Customer’s Office
  • Depending on issue notify family

Emergencies In Home

  • Advise CG’s to contact 911 or Hospice depending on client’s assessment
  • Contact family
  • Notify customer’s office contact

Services will include any other tasks that may be agreed upon.
Contact Information:
Kelly Pickrell
(518) 693-7474
www.Alwaysoncallcorp.com

 


 

At ClearDesk we offer remote staff members for 1/3 the cost of hiring someone locally. Whether you need one team member, or a full team of back office staff, we can help source talent more effectively and efficiently. Our talent pool is college educated, screened and trained to specifically support the home healthcare industry. We help with scheduling, recruiting of caregivers, bookkeeping as well as sales and marketing. ClearDesk recruits highly specialized talent to meet your specific business needs. We also offer an exclusive  5% discount to all IAOHIF members on your first hire!

Please contact Sarah at (424) 235-1392 or email at [email protected]

 


 

EES offers a range of HR related services that are best outsourced including tax credits (ERC), verification of employment, unemployment claims management, and many more. All fees are discounted for IAOHIF members, and significant discounts are offered for ERC processing.

Visit https://www.experian.com/employer-services

 


 

Inszone Insurance Services is a full-service insurance agency offering personal, life, health, property, and casualty insurance. They offer a wide range of insurance carriers, some that other agents do not engage. Inszone works with dozens of Home Instead franchisees. Inszone is also an official education partner with the IAOHIF on insurance topics. Call agent Dennis Powers directly at 847-220-1358.

Visit www.inszoneinsurance.com for more information.

 


 

Risk management and insurance for home care agencies including workers' comp, general and professional liability, property, crime, auto, EPLI, cyber and more.

Visit www.prshomecare.com for more information.

 


 

Headquartered in Schaumburg, IL, Paylocity (NASDAQ: PCTY) is an award-winning provider of cloud-based HR and payroll software solutions. Founded in 1997 and publicly traded since 2014, Paylocity offers an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build culture and connection with their employees. Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help all employees achieve their best. Paylocity is offering IAOHIF members a discount of 30% off!

For more information, visit www.paylocity.com.

Contact Information:

Jared Weinberg                                                                
Phone: 407-256-2582
Email: [email protected]

Todd Smoogen
Phone: 858-408-5121
Email: [email protected]

 


 

In the fast-paced world of caregiving, it is crucial to recognize our Caregivers and the work they do!  Caregivers play a vital role in the well-being of individuals in need, but it is often overlooked how their own well-being and sense of belonging can significantly impact the quality of care they provide. When caregivers feel noticed and appreciated, they are more likely to feel a sense of validation and fulfillment in their work, which in turn leads to enhanced well-being and a higher standard of care for their clients.

Here at the Power of Connection we create content that is used to connect with your Caregivers!  

  • Each month you will receive 4 engaging social media posts for both Facebook & Instagram. Our content will focus on recruiting new talent, expressing gratitude towards your team and recognizing outstanding Caregivers of the month.
  • You will also receive 2 inspirational text messages to send directly to your caregivers, helping to uplift their spirits and show appreciation.
  • Additionally we have a newsletter option available, with content sourced directly from your office as well as fun uplifting content from us for an additional $25/month.
  • Caregivers will receive a specially designed card that corresponds to a monthly theme. These cards will be personalized with words of appreciation and encouragement, acknowledging the extraordinary efforts they put forth in their work. Each card will contain a small gift such as a magnet, bookmark, vinyl sticker, keychain, charms, etc. that will serve as a tangible reminder of the gratitude we have for our caregivers.

Learn more about content and pricing here

Sara Thomsen
402-850-7610
[email protected]

Visit https://power-of-connection.com/ for more information.

 


 

R&D Incentives Group is a specialty tax credit firm that has been in business for over 15 years helping businesses take advantage of various tax incentives available to them. We have worked with hundreds of Home Instead franchise owners to help them qualify, quantify and claim the new Employee Retention Tax Credit (ERTC) program with great success. We have a team of tax credit specialists, tax attorneys, technical directors, project managers, and technical writers that specialize solely in the ERTC program. R&D Incentives Group will provide any IAOHIF member a FREE preliminary estimate of how much Employee Retention Tax Credits they are eligible to receive prior to engaging with our firm. We charge based on success and we provide comprehensive documentation and full audit support all inclusive in our fees.

Visit www.rdincentivesgroup.com for more information.

 


 

Robert Stephen Capital Management, LLC is a SEC Registered Investment Advisory firm.  Our team's underlying philosophy is identifying and understanding our client's "risk."  This enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth.  Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent and working with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients.  As our Director of Operations is a former (9 year) Home Instead multi-franchise owner, we have an understanding into the issues HISC Franchise owners have and are facing with new corporate ownership.  We'd love an opportunity to visit with you regarding your wealth management goals and help to develop a plan to realize them.

 Important Disclosures:  http://www.robertstephen.net/Disclosures.4.htm

Contact:  Robert Morris
Office:  918-481-6262
Cell:  405-365-7047
Email:  [email protected]

 


 

Solvo's Remote Staffing Solution:

At Solvo, we provide remote staffing solutions for well over 150 home care operators and have deep knowledge in how to work in the industry (placing such positions as recruiter, scheduler, admin assistant, bookkeeping, and lead generation).  We even have academies for recruiters and schedulers.  We make a big impact for the agencies we serve!

Solvo Global provides college educated, bilingual professional “A” players at 60% less than their US equivalent.  We are the employer of record for these team-members, so payroll, taxes, benefits, insurance, and other overhead is covered in our fees… and that savings even includes 45-hour work weeks.  

Our teams work from our remote offices that mirror your local office, without any of the overhead expenses like leases, phone systems, internet, insurance etc.  Our clients just pay a service fee for this 100% dedicated team.

Whether you have 1 or 10 positions to fill, we will recruit several people for each role for you to choose from at no cost… providing video interviews, resumes, and profiles.  After hire, it's just a rolling 30-day contract, so there is very little risk or obligation involved.  It’s a good, proven model with extremely high retention rates.

Marketing Video:

https://vimeo.com/917160008/176fae192a

Solvo's Home Care On-Call Service:

In addition to filling the standard recruiter, scheduler, admin assistant types of positions, we also offer an on-call scheduling service to ensure up to 24/7 attention to the needs of the participating agencies! Our service provides capable people working with each office when their teams are resting. Our dedicated team is ready to manage every situation within your specified shift selected.

Our schedulers are trained by our Solvo University – Scheduler School, where they learn the basic process of scheduling. 

What can our team do?

  • Follow up missed clock ins and clock outs accordingly
  • Manage call outs and late arrivals
  • Handle Inbound Calls and Cancellations according to your protocols
  • Capture new prospect leads
  • Make proper notes in the agencies system

 Contact info:
John Parks
Workforce Consultant
[email protected]
605-321-6169

 


 

Sourced is your In-Home Care Small Business CFO providing various financial services for Home Instead Owners by Home Instead Owners!  Monthly Financial reporting may be the worst part of your day, but it’s the best part of ours! Our Services include:

  • Bookkeeping and Monthly Financial Reporting
  • Financial Consulting and Analysis
  • QuickBooks Conversions
  • Cash Flow Management
  • Accounts Payable and Receivable Processing
  • Wellsky to QuickBooks reconciliations
  • Business Planning (Budgeting, Forecasting, and Long-Term Projections)
  • Project Work, and more.

If you mention you’re associated with IAOHIF, Sourced will remove the Onboarding Fee - a $250 value!  

Visit https://gosourced.com/ for more information.

 


 

VelocitySign, the homecare solution of Scan123,  is an all-in-one document management platform allowing Home Instead Franchisees to create, send, sign, track and store important documents across their business while maintaining regulatory compliance. Our solution is home care specific, addressing the challenges home care professionals face on a daily basis such as client and caregiver onboarding, quality assurance documentation, and more. Scan123 is offering IAOHIF members 15% off their monthly service price as well as a waived set-up fee. Current franchises using Scan123 should reach out to their rep to activate these savings.

Visit  https://iaohif.velocitysign.co/iaohif for more information.

 


 

HDM Corp. was founded in 1996 with the belief that there is a better way to process health care transactions. HDM’s customized solutions are finding a better way for providers, employer groups, payers and health care consumers. HDM, a national data management and services organization, has processed millions of health care claims, representing the coordination of payment of billions in patient health care costs. We’ve worked with more than 100 insurance companies and TPA’s, dozens of employers and hundreds of physicians and hospitals. Put our expertise to work for you!

Lisa Lechowicz
HDM Corp
C: 402-312-2547
E: [email protected]