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Referral Partners

Connect your clients with practical HR, payroll and workforce support.

When an employer needs help beyond your scope, make an introduction to Employer's Guardian. We help turn workplace concerns into a clear conversation about the people, processes and systems that need attention.

Live agents are available 24/7 to collect your request and help arrange a conversation.

A Resource for the Employers Who Trust You

You may be the first person a business owner calls about a payroll problem, a difficult employee situation or the challenges of growth. A referral to EG gives that employer a place to discuss operational support while you continue advising within your own area of expertise.

Founded in 2005, Employer's Guardian brings together HR outsourcing, payroll services, safety, leave administration and workforce management. Our approach connects policies and technology with the everyday decisions made by leaders and frontline managers.

Start with the client's needs. We can discuss the right service scope, the advisers who should be involved and how to coordinate an introduction with the client's permission.

Who Can Refer a Client?

EG welcomes conversations with professionals and organizations that support employers.

Insurance & Benefits Brokers

Connect employers with HR, safety and workforce support when questions extend beyond insurance placement or benefits advice. Discuss roles and communication preferences at the outset.

CPAs & Financial Advisers

Refer employers facing payroll administration, reporting or process challenges. EG's operational support can complement your accounting, tax or financial advisory relationship.

Employment Attorneys

Help clients put workplace guidance into practice through documentation, manager support and defined HR processes. Explore our employment attorney partnerships.

Business Consultants

Introduce employers whose growth plans are outpacing their HR capacity, timekeeping processes or management systems. Discuss where ongoing support or a focused project may fit.

Associations & Business Networks

Offer members a connection when employer questions require a more specific conversation about HR, payroll, leave or safety. Each organization's needs and scope are reviewed individually.

Clients & Business Leaders

Know another employer who could use help? You do not need to be a professional adviser to make an introduction. A brief description of the business and its concern is a useful start.

When an Introduction Can Help

A useful referral starts with a business challenge, not a predetermined package.

Payroll Has Become Harder to Manage

Repeated corrections, disconnected time records, new locations or a possible provider change can prompt a review of payroll support and transition planning.

Managers Need Consistent HR Support

Hiring, onboarding, employee feedback and documentation may need a clearer process. Connect employers with HR outsourcing and performance management support.

Pay Practices Need a Closer Look

Questions about earnings codes, overtime, wage statements or timekeeping may call for a defined Wage and Hour Risk Review, with counsel addressing legal interpretations.

Leave or Safety Responsibilities Are Unclear

Employers may need help coordinating leave administration, workplace procedures and safety program support with managers and their existing advisers.

A Clear Path from Introduction to Next Steps

  1. Start a Conversation

    Tell us about your firm and the type of employer you would like to introduce. You can discuss a potential fit without naming the client.

  2. Make an Introduction with Permission

    Once the client agrees, connect the appropriate contacts. Share the business need, approximate employee count, locations and timing, not confidential employee records.

  3. Clarify Fit & Responsibilities

    EG and the employer discuss priorities, service scope and next steps. Agree on how you should remain involved and what updates the client authorizes us to share.

The employer retains its employment decisions. Legal, tax and insurance advice remain with the appropriate advisers; EG's guidance and operational support do not replace those services.

Get to Know the Team Behind Your Referral

Referring a client is a matter of trust. Learn about EG's history and approach, meet the team, and review client feedback before deciding whether to introduce an employer.

For ongoing relationships, discuss service boundaries, client communication and any proposed partner arrangement directly with EG. An introductory conversation is an opportunity to establish expectations before a referral moves forward.

Referral Partner Questions

What types of employers are a good fit for EG?

Employers needing coordinated HR, payroll, safety, leave or workforce support are a useful starting point. EG's payroll services focus on organizations with 50-1,000 employees, while smaller employers and businesses with other needs are welcome to discuss fit. Employee count alone does not determine the right support.

Can I discuss a referral before sharing the client's name?

Yes. Start with a general description of the business, employee count, locations and concern. Obtain the client's permission before sharing identifying information or making an introduction. Do not provide employee files, bank details or privileged documents in introductory chat.

Can I stay involved after making an introduction?

Discuss your preferred role with EG and the client at the outset. Communication and updates should follow the client's authorization and the agreed service scope. EG's support can complement the employer's existing legal, tax, insurance and other advisory relationships.

Can I refer employers outside California?

Yes. EG welcomes inquiries from employers nationwide, including organizations with multiple locations. Share the work states and requested services so the team can assess the appropriate scope and support.

How do I ask about referral arrangements?

Contact EG to discuss the type of relationship you have in mind. Any proposed compensation, eligibility requirements or other terms need to be discussed and agreed separately; this page does not establish a commission entitlement or referral agreement.

Does a referral commit the employer to a service?

No. An introduction starts a conversation about needs and fit. Any services, responsibilities, timing and fees should be set out in the employer's agreed proposal or engagement terms before work begins.

Have an Employer in Mind?

Tell us about the challenge they are facing. We will help you start the right conversation.

Prefer to call? (916) 635-2543