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 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.


The Power of Connection specializes in enhancing your caregiver recruitment and retention strategies. This is achieved through a subscription program that allows franchises to select the services that would best assist them in their recruitment and retention efforts.

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]


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.

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.



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