We're #hiring a new Implementation Specialist in Dallas, Texas. Apply today or share this post with your network.
Pinecrest Family Office
Business Consulting and Services
Dallas, Texas 9,246 followers
Insurance brokerage, tax/finance, and advisory firm providing boutique service to 1,100+ businesses
About us
Pinecrest Family Office is an insurance brokerage, financial services, and strategic advisory firm providing boutique services to all businesses. Our team of experienced insurance experts, finance strategists, and consultants has helped more than 1,100 Pinecrest clients optimize their group health coverage, navigate complex tax credits and audits, and improve their efficiency and profitability.
- Website
-
https://www.pinecrestconsulting.com/
External link for Pinecrest Family Office
- Industry
- Business Consulting and Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 2019
- Specialties
- Employee Benefits, Medical Benefits, ERTC, Health Insurance, SMB Consulting, Financial Services, Tax Credits, Insurance Brokerage, Automation, Process Automation, Strategic Advisory, and Employee Retention Credit
Locations
-
Primary
Get directions
18111 Preston Rd
Ste 610
Dallas, Texas 75252, US
Employees at Pinecrest Family Office
Updates
-
We're #hiring a new Customer Success Manager in Dallas-Fort Worth Metroplex. Apply today or share this post with your network.
-
We're #hiring a new Financial Analyst in Dallas, Texas. Apply today or share this post with your network.
-
We're #hiring a new Sales Development Representative in Dallas, Texas. Apply today or share this post with your network.
-
We're #hiring a new Account Manager in Dallas, Texas. Apply today or share this post with your network.
-
We're #hiring a new Accounting Clerk in Dallas, Texas. Apply today or share this post with your network.
-
We're #hiring a new Business Development Representative in Dallas, Texas. Apply today or share this post with your network.
-
Pinecrest Family Office reposted this
Your workplace culture consists of the hundreds of choices you make every day. And I don’t mean just the big ones like deciding where to go for the next offsite. Some examples: 🔺Celebrating teamwork even when it slows things down 🔺Avoiding hard conversations to stay liked 🔺Rewarding quick wins that break trust 🔺Facing discomfort with honesty Your daily behavior, not your mission statement, defines who you are as a company and as a leader. Ask yourself: what do we reward most often? The answer won’t always be pretty. But that’s where you can start changing your business for the better. #CompanyCulture #Leadership #PeopleFirst #IntegrityInBusiness #OrganizationalHealth Pinecrest Family Office
-
-
Pinecrest Family Office reposted this
❌ Creating a benefits package isn’t just about keeping your employees happy. ❌ We make it a point to look through all benefits packages with a fine-toothed comb and minimize risk. Here are the biggest mistakes we see with outdated benefit packages: 1. Outdated compliance exposure 🗓️ From ACA requirements to COBRA notifications and state-by-state mandates, one missed form or outdated admin process can trigger real penalties. 2. Cybersecurity weak spots in vendor platforms 🦾 Employee health and payroll data are a goldmine for cybercriminals. If your digital benefits ecosystem includes old enrollment tools or unsecured carrier portals, you’re potentially exposing sensitive info without realizing it. 3. Plan performance without visibility 👓 Many employers don’t know what’s actually working in their benefits program. Are your employees using the EAP? Is your HDHP saving money or quietly draining morale? Without data tracking and benchmarking, you’re managing in the dark. The common denominator—a setup hasn’t changed in 3+ years. If you’re in a similar post, there could be high-risk liabilities in your package that need changing. Pinecrest Family Office #EmployeeBenefits #HRCompliance #CyberSecurity #BenefitsStrategy
-
We're #hiring a new Accounting Clerk in Dallas, Texas. Apply today or share this post with your network.