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Segment Disclosures (Tables)
 9 Months Ended
Sep. 30, 2022
Segment Reporting [Abstract]  
Summary of Disaggregation of Revenue by Source The following table disaggregates our revenue by source (in thousands):
Three Months Ended September 30, 2022
Financial
Services		Benefits and
Insurance Services		National
Practices		Consolidated
Accounting, tax, advisory and consulting$259,998 ——$259,998 
Core benefits and insurance services—88,364 —88,364 
Non-core benefits and insurance services—3,703 —3,703 
Managed networking, hardware services——8,514 8,514 
National practices consulting——2,683 2,683 
Total revenue$259,998 $92,067 $11,197 $363,262 


Three Months Ended September 30, 2021
Financial
Services		Benefits and
Insurance Services		National
Practices		Consolidated
Accounting, tax, advisory and consulting$187,232 ——$187,232 
Core benefits and insurance services—83,009 —83,009 
Non-core benefits and insurance services—2,788 —2,788 
Managed networking, hardware services——7,088 7,088 
National practices consulting——2,602 2,602 
Total revenue$187,232 $85,797 $9,690 $282,719 
Nine Months Ended September 30, 2022
Financial
Services		Benefits and
Insurance Services		National
Practices		Consolidated
Accounting, tax, advisory and consulting$808,052 ——$808,052 
Core benefits and insurance services—264,666 —264,666 
Non-core benefits and insurance services—11,595 —11,595 
Managed networking, hardware services——24,768 24,768 
National practices consulting——7,855 7,855 
Total revenue$808,052 $276,261 $32,623 $1,116,936 

Nine Months Ended September 30, 2021
Financial
Services		Benefits and
Insurance Services		National
Practices		Consolidated
Accounting, tax, advisory and consulting$577,970 ——$577,970 
Core benefits and insurance services—246,367 —246,367 
Non-core benefits and insurance services—9,289 —9,289 
Managed networking, hardware services——20,952 20,952 
National practices consulting——7,519 7,519 
Total revenue$577,970 $255,656 $28,471 $862,097 
Summary of Segment Information
Segment information for the three months ended September 30, 2022 and 2021 was as follows (in thousands):
Three Months Ended September 30, 2022
Financial
Services		Benefits
and
Insurance
Services		National
Practices		Corporate
and
Other		Total
Revenue$259,998 $92,067 $11,197 $— $363,262 
Operating expenses 220,337 73,321 9,743 2,616 306,017 
Gross margin39,661 18,746 1,454 (2,616)57,245 
Corporate general and administrative expenses— — — 15,893 15,893 
Operating income (loss)39,661 18,746 1,454 (18,509)41,352 
Other income (expense):
Interest expense— (4)— (2,301)(2,305)
Gain on sale of operations, net176 — — — 176 
Other income (expense), net103 2,402 8 (5,131)(2,618)
Total other income (expense), net279 2,398 8 (7,432)(4,747)
Income (loss) from continuing operations before income tax expense$39,940 $21,144 $1,462 $(25,941)$36,605 


Three Months Ended September 30, 2021
Financial
Services		Benefits
and
Insurance
Services		National
Practices		Corporate
and
Other		Total
Revenue$187,232 $85,797 $9,690 $— $282,719 
Operating expenses156,178 69,039 8,514 4,597 238,328 
Gross margin31,054 16,758 1,176 (4,597)44,391 
Corporate general and administrative expenses— — — 13,035 13,035 
Operating income (loss)31,054 16,758 1,176 (17,632)31,356 
Other income (expense):
Interest expense— — — (1,016)(1,016)
Other income (expense), net18 (9)1 (1,143)(1,133)
Total other income (expense), net18 (9)1 (2,159)(2,149)
Income (loss) from continuing operations before income tax expense$31,072 $16,749 $1,177 $(19,791)$29,207 
Segment information for the nine months ended September 30, 2022 and 2021 was as follows (in thousands):
Nine Months Ended September 30, 2022
Financial
Services		Benefits
and
Insurance
Services		National
Practices		Corporate
and
Other		Total
Revenue$808,052 $276,261 $32,623 $— $1,116,936 
Operating expenses (income)639,780 220,998 29,218 (3,944)886,052 
Gross margin168,272 55,263 3,405 3,944 230,884 
Corporate general and administrative expenses— — — 43,128 43,128 
Operating income (loss)168,272 55,263 3,405 (39,184)187,756 
Other income (expense):
Interest expense— (5)— (5,204)(5,209)
Gain on sale of operations, net311 — — — 311 
Other income (expense), net274 2,366 9 (27,568)(24,919)
Total other income (expense), net585 2,361 9 (32,772)(29,817)
Income (loss) from continuing operations before income tax expense$168,857 $57,624 $3,414 $(71,956)$157,939 
Nine Months Ended September 30, 2021
Financial
Services		Benefits
and
Insurance
Services		National
Practices		Corporate
and
Other		Total
Revenue$577,970 $255,656 $28,471 $— $862,097 
Operating expenses448,844 203,748 25,542 21,099 699,233 
Gross margin129,126 51,908 2,929 (21,099)162,864 
Corporate general and administrative expenses— — — 41,334 41,334 
Legal settlement, net— — — 30,468 30,468 
Operating income (loss)129,126 51,908 2,929 (92,901)91,062 
Other income (expense):
Interest expense— — — (2,852)(2,852)
Gain on sale of operations, net— 6,385 — — 6,385 
Other income, net310 863 1 10,855 12,029 
Total other income, net310 7,248 1 8,003 15,562 
Income (loss) from continuing operations before income tax expense$129,436 $59,156 $2,930 $(84,898)$106,624