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CAER Small Business Solutions

Your business
deserves the same
protection as your family.

Benefits packages. Payroll. Bookkeeping. Group health coverage. Key person insurance. CAER brings enterprise-level business protection to small businesses across 9 states — with advisors who share your faith and your values.

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70%
of small businesses would have serious trouble surviving the sudden loss of a key employee
InsureYourCompany · Industry Research 2025
18 hrs
per month the average small business owner spends managing payroll alone — time that should go to growth
SCORE Association Research · 2025
18%
projected increase in health insurance premiums for 2026 — the highest jump in recent history
Aflac 2026 Employee Benefits Trends Report
60%
average cost savings when outsourcing bookkeeping vs. hiring in-house accounting staff
Multiple sources incl. QuickBooks, BTCPA · 2025
Licensed in 9 states
Employee benefits packages
Group health coverage
Key person insurance
Payroll & bookkeeping
Faith-based · Family-first
Complete small business services

Everything your business needs.
One trusted advisor.

You didn't start a business to become an HR director, payroll processor, and insurance broker. CAER handles the protection layer of your business so you can focus on what you built it for.

Service 01
Employee Benefits Packages
A competitive benefits package is no longer a luxury — it's your primary tool for attracting and keeping talented employees. CAER designs employer-funded and voluntary benefit packages that fit your budget and beat what your competition offers.
Benefits are the #1 HR retention priority in 2025 — 8 in 10 employers say benefits directly impact their ability to keep staff
Employees increasingly evaluate depth of benefits over salary alone when deciding whether to stay or leave
Voluntary benefits like telehealth, identity protection, and life insurance add perceived value with no employer cost increase
Design My Benefits Package
Service 02
Group Health Coverage
Rising premiums are the biggest challenge facing small employers in 2026. CAER navigates the group health market to find plans that balance meaningful coverage with cost control — and structures employer versus employee contribution to protect your margins.
Only 59% of small businesses offer any health benefit — making coverage a powerful hiring differentiator for those who do
Health insurance premiums are rising 18% in 2026 — the steepest increase in recent history. Structure matters more than ever.
Employers cover about 84% of single coverage premiums and 75% of family premiums on average — KFF 2025 Employer Health Benefits Survey
Compare Group Health Plans
Service 03
Key Person Insurance
Every small business has someone it cannot afford to lose — the founder, a top salesperson, a critical technician. If that person dies or becomes disabled, key person insurance provides the business with capital to keep operating, recruit a replacement, and survive the transition.
70% of small businesses would struggle to survive the sudden loss of a key employee — yet most have no financial protection in place
Replacement cost for a key employee is estimated at 1.5 to 3× their annual salary — not counting lost revenue, client relationships, and morale
Losing a founding entrepreneur can result in a 60% loss in sales in the year following their death — Liberty Insurance, 2025
Get Key Person Coverage
Service 04
Payroll Services
Payroll errors are costly — in IRS penalties, employee trust, and your own time. CAER coordinates payroll processing through trusted partners so your employees are paid accurately and on time, every time, with full tax compliance across all licensed states.
Business owners spend 18 hours per month on payroll alone — time that compounds into a full-time job over a year
Outsourcing payroll can save small businesses up to 90% of total payroll management costs vs. managing in-house
Companies that outsource financial functions report an average 32% reduction in labor costs and 25% improvement in process efficiency — PwC
Streamline My Payroll
Service 05
Bookkeeping Services
Accurate books are the foundation of every business decision you make — from taxes to loans to growth planning. CAER coordinates bookkeeping through certified professionals who keep your records clean, current, and ready for your CPA or the IRS at any moment.
40% of small business owners say bookkeeping and taxes are the most challenging aspect of running their company — SCORE
Outsourced bookkeeping saves 40–60% of in-house accounting costs while improving accuracy, compliance, and reporting timeliness
71% of businesses already outsource some accounting — cloud-based real-time financial access is now the standard, not the exception
Clean Up My Books
Service 06
Employer Consultation
Before designing a benefits package, launching a group health plan, or placing key person insurance, you need a strategic overview of your business's true risk exposure and workforce needs. CAER's employer consultation is where every engagement begins.
Most small business owners make benefits decisions reactively — after an employee leaves or a health claim surprises them
A coordinated benefits strategy aligns insurance, payroll, bookkeeping, and compliance — reducing duplication and cost overlap
CAER advisors are licensed across 9 Southeast states — meaning your consultation is delivered by someone who knows your market
Schedule My Consultation
The challenge small businesses face

The gap between what large companies
offer and what you can afford is closing.

These are not abstract challenges. They are the documented financial and operational realities that determine whether small businesses grow — or lose their best people to employers who out-benefit them.

50%
of small businesses lose up to half their revenue when a key person departs unexpectedly
For businesses with 5–15 employees, one departure — a founder, a top salesperson, a critical operations lead — can cascade into client losses, team instability, and revenue collapse. Key person insurance converts a catastrophic event into a manageable transition.
InsureYourCompany · Industry Research 2025
6–9 mo
salary is the average cost to replace a single salaried employee — before accounting for lost productivity
Turnover isn't just a people problem — it's a financial one. Recruiting fees, onboarding time, training investment, and reduced team output during transitions add up fast. Strong benefits packages are the most cost-effective retention tool available.
Society for Human Resource Management (SHRM)
18%
projected increase in group health insurance premiums in 2026 — the steepest in recent history
Small businesses absorb premium increases without the negotiating leverage of large employers. Without an advisor who understands plan structure, contribution strategies, and alternative models like HRAs and level-funded plans, you simply pay more for less.
Aflac 2026 Employee Benefits Trends Report
40%
of small business owners call bookkeeping and taxes the hardest part of running their business
Financial management pulls business owners away from revenue-generating activity. Disorganized books trigger IRS audits, create tax surprises, and make it impossible to make accurate growth decisions. Professional bookkeeping is not overhead — it is infrastructure.
SCORE Association · Small Business Research 2025
Group health coverage

Health insurance is your most
powerful hiring tool. Use it right.

In 2026, health insurance premiums are rising 18% — the largest single-year jump in recent history. Small businesses that don't have a strategic approach to plan structure, contribution design, and alternative funding models will simply absorb that cost or reduce coverage, both of which hurt retention.

CAER works with small employers to navigate the full spectrum of group health options — from traditional fully-insured group plans to level-funded arrangements that offer the cost advantages of self-insurance without the risk exposure. We structure employer and employee contribution levels to maximize tax advantages while keeping plan costs predictable.

"Do nothing out of selfish ambition or vain conceit. Rather, in humility value others above yourselves, not looking to your own interests but each of you to the interests of the others."
Philippians 2:3–4

Offering health coverage is not just a tax strategy or a retention tactic. For businesses built on faith values, it is a tangible expression of how you regard the people who show up every day to build something with you.

Group health plan comparison — 2026

Plan Type
Cost Level
Best For
Fully Insured Group
Higher
1–15 employees, predictable
Level-Funded Plan
Moderate
10–100 employees, healthy workforce
QSEHRA (Health Reimbursement)
Flexible
Employers with fewer than 50 FTEs
ICHRA (Individual HRA)
Lowest cost
Any size — employees choose own plan
Association Health Plan
Competitive
Industry or faith-based groups
Supplemental Bundle (CAER)
Low add-on
Any employer, zero premium cost

The CAER Voluntary Benefits Add-On

Employees self-select and pay their own premiums. Zero cost to you as an employer. Dramatically increases perceived benefits value. CAER handles enrollment and coordination entirely. Available across all 9 licensed states.

Key person insurance

What happens to your business
if you lose the person who runs it?

Every small business has a key person — someone whose departure would immediately threaten the company's ability to operate. It might be the owner, a lead salesperson, a master technician, or the manager whose relationships keep key clients from leaving.

Key person insurance is a life and disability policy owned by the business. The business pays the premiums and receives the death or disability benefit tax-free. Those funds are then used to cover lost revenue, recruit and onboard a replacement, and keep the business operating through the transition.

Lenders increasingly require evidence of key person coverage before approving business loans. It signals to investors, banks, and clients that the business has a continuity plan and is not existentially dependent on any single individual.

How to calculate your coverage amount

Industry standard is 5 to 10 times the key person's gross annual compensation — including salary, bonuses, and benefits. A key employee earning $120,000 per year warrants $600,000 to $1.2 million in key person coverage. CAER helps you calculate the right number and select term versus permanent coverage based on your business structure.

5 situations key person insurance covers

1
Sudden death of the founder or owner
Insurance proceeds fund business continuity, pay outstanding obligations, and provide time to identify a successor or execute a planned acquisition.
2
Long-term disability of a key revenue producer
Disability coverage activates when illness or injury removes a key person from operations — funding a temporary replacement and covering lost production.
3
Buy-sell agreement funding at death or retirement
Insurance-funded buy-sell agreements let surviving partners purchase a deceased owner's interest without personal debt or forced business sale.
4
Lender and investor requirement
Banks and investors require key person coverage as a condition of financing. Coverage signals operational maturity and reduces perceived lending risk.
5
Executive retention tool (cash value policies)
Permanent life policies build cash value that can be structured as deferred compensation — creating a golden handcuff that keeps your best people long-term.
60%
Estimated loss in annual sales for a small business in the year following the unexpected death of its founding entrepreneur — Liberty Insurance, 2025. Most small businesses have no financial protection against this event.
Source: Liberty Insurance · Key Man Insurance Analysis · September 2025
Payroll & bookkeeping

Stop doing the work that pulls
you away from running your business.

The average small business owner spends 18 hours per month managing payroll. That is more than two full workdays every month spent on a task that produces no revenue, serves no clients, and builds nothing. CAER coordinates payroll and bookkeeping through vetted professional partners so those hours go back to you.

Bookkeeping is not just about staying organized. Accurate monthly books mean you know your real margins, catch overspending early, make loan applications with confidence, and face tax season without a crisis. Small businesses that outsource bookkeeping make better decisions — because they have better data.

Both services are coordinated alongside your insurance and benefits — so your total cost of employment is always visible, your compliance exposure is managed, and your CAER advisor has the financial context to give you genuinely useful guidance.

18 hrs
per month saved by outsourcing payroll — SCORE Association 2025
60%
average cost reduction vs. in-house bookkeeping staff
32%
average labor cost reduction when outsourcing finance functions — PwC
12 mo
typical ROI window for outsourced financial services — PwC analysis

What CAER coordinates for your business

Full-service payroll processing
Accurate, on-time payroll with full federal, state, and local tax compliance — including W-2 preparation and year-end filing coordination across all CAER-licensed states.
Monthly bookkeeping & reconciliation
Bank reconciliation, transaction categorization, monthly P&L, and balance sheet — delivered on a reliable schedule so your books are always current.
Cash flow reporting & forecasting
Real-time visibility into your cash position so you make payroll, cover operating expenses, and avoid the surprise shortfalls that derail small businesses.
Tax preparation coordination
CAER coordinates with your CPA to ensure your books are clean, categorized correctly, and formatted for a fast, accurate tax filing — with no year-end scramble.
Benefits deduction & payroll integration
All employee benefit deductions — health insurance, retirement contributions, voluntary benefits — coordinated directly with payroll for seamless accuracy.
Voluntary benefits — zero employer cost

Add powerful benefits to your package
at no additional cost to your business.

Voluntary benefits are employee-elected and employee-paid — you offer access, they choose coverage, and their premiums come directly from payroll. You increase your benefits value significantly with no increase in your operating cost.

Life Insurance
Group term and supplemental life insurance. Employees value life coverage as one of the most important benefits — and group rates make it accessible.
Telehealth
24/7 virtual doctor access for employees and their families. Reduces absenteeism and emergency room costs. Highly valued, low monthly cost.
Hospital Indemnity
Cash benefits paid directly to employees during hospital stays. Fills the gap left by high-deductible plans and reduces financial stress during medical events.
Accident Insurance
Pays a lump sum when employees experience covered accidents — broken bones, ER visits, burns. Particularly valued by employees in physical or hands-on roles.
Pet Insurance
Offered through CAER's Pets Best and ASPCA partnerships. 67% of households own pets — this benefit resonates deeply with family-focused employees.
Identity Protection
Family-level identity theft monitoring and recovery services. Offered through CAER Risk Group — protects employees and their households at group pricing.
Retirement (SIMPLE IRA)
SIMPLE IRA plans give small businesses a low-cost retirement option with optional employer match — a high-impact retention benefit that costs less than you'd expect.
EAP — Mental Health
Employee Assistance Programs provide confidential counseling, financial coaching, and stress management. Low cost, high impact on workforce productivity and wellbeing.
How CAER works with small businesses

From first conversation to
fully protected.

Every business engagement begins with a clear picture of where you are, where your gaps are, and what a complete protection strategy looks like for your specific situation.

1
Business Discovery Call
We listen first. Number of employees, current benefits, biggest pain points, and your goals for growth. No assumptions, no pressure.
2
Risk & Gap Analysis
We review your current coverage, payroll process, and bookkeeping setup to identify every gap — key person exposure, compliance risk, and benefits shortfalls.
3
Custom Solution Design
A written proposal with specific product recommendations, pricing structures, and implementation timeline. You see the full picture before committing to anything.
4
Coordinated Implementation
CAER manages every enrollment, application, and vendor relationship. You focus on your business. We handle the paperwork, compliance, and partner coordination.
5
Annual Business Review
Your business changes. Your protection should too. Annual reviews catch new exposures, optimize plan costs, and ensure your coverage grows with your headcount.
Industries CAER serves

We work with the businesses
that build our communities.

CAER's small business services are built for employers across the Southeast — from family-owned retail and professional services to construction, healthcare, and faith-based organizations.

Retail & E-Commerce
Benefits packages that compete with big-box employers for hourly and salary staff.
Construction & Trades
Key person coverage, workers' comp coordination, and accident benefits for high-risk workforce environments.
Professional Services
Law firms, CPA practices, and consulting agencies where talent retention is the primary competitive advantage.
Healthcare & Allied Health
Specialized group health and supplemental coverage for clinics, home health, and wellness practices.
Faith-Based Organizations
Churches, nonprofits, and ministry organizations — faith-aligned benefits planning from advisors who understand your mission.
Staffing & Workforce
High-volume employee benefit enrollment coordination and voluntary benefits administration for workforce staffing firms.
Technology & SaaS
Startups and growing tech firms competing for talent against larger companies — where a strong benefits package closes the gap.
Hospitality & Food Service
High-turnover industries where voluntary benefits and identity protection give employers a meaningful edge in recruiting and retention.
Book your free consultation

Your business works hard every day.
Make sure it's protected.

Fill out the form and a CAER Small Business advisor will reach out within one business day. We'll start with a 30-minute conversation — no pressure, no commitment — to understand your business and identify where the gaps are.

Licensed in your state — ready to serve
KY · IN · VA · WV · GA · MI · SC · NC · FL — advisors who know your market.
One advisor — six services coordinated
Benefits, health, key person, payroll, bookkeeping, and voluntary benefits — all under one CAER relationship.
Faith-aligned — genuinely invested in your mission
CAER is a faith-based firm. We care about your business the way you do — as a calling, not just a transaction.
Book Your Free Consultation
A CAER Small Business advisor will follow up within one business day.
Your information is never sold. By submitting you agree to be contacted by a licensed CAER Financial Group advisor. CAER coordinates payroll and bookkeeping through vetted third-party professional partners. Insurance products placed through licensed carriers. © 2026 CAER Financial Group · caergroup.com
CAER. Financial Group
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© 2026 CAER Financial Group. All rights reserved. Licensed in Kentucky (KY), Indiana (IN), Virginia (VA), West Virginia (WV), Georgia (GA), Michigan (MI), South Carolina (SC), North Carolina (NC), and Florida (FL). CAER Financial Group is a licensed insurance agency. Payroll and bookkeeping services are coordinated through vetted third-party professional partners; CAER does not operate as a payroll processor or CPA firm. Insurance products, including group health, key person, and life insurance, are placed through licensed insurance carriers. Voluntary benefits are employee-elected and employee-paid through partner carriers. Sources cited: Aflac 2026 Employee Benefits Trends Report; KFF 2025 Employer Health Benefits Survey; InsureYourCompany Key Person Insurance Research 2025; SCORE Association Small Business Research 2025; PwC Outsourcing Analysis; SHRM Employee Replacement Cost Study; Liberty Insurance Key Man Insurance Analysis September 2025; Vitable Health 2025 Small Business Benefits Index; QuickBooks Outsourced Bookkeeping Guide 2025; BTCPA 10 Benefits of Outsourcing Bookkeeping 2025.
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