Your PEO Subject Matter Experts
PEO Services & Consulting Provider
PEO Advisory Services, Inc. is a unique consulting firm providing highly personalized/customizable support options for everything PEO; from pre and post start-up through to mature PEOs preparing for an exit. We provide tenured expertise across all aspects of operations, accounting, finance, tax and compliance with a focus on increasing the bottom line while mitigating risk.
Benefits
Why Choose PEO Advisory Services
From tackling compliance hurdles to enhancing employee engagement, our advisory services are your strategic ally on the business voyage.
Industry Best Practice
Understand the PEO landscape to help drive the bottom line.
Compliance Confidence
Navigate complex regulations with expert guidance for regulatory compliance assurance.
Efficiency Excellence
Streamline operations for optimal efficiency and resource utilization.
- 35
Years in accounting, finance, etc.
- 17+
Years in the PEO space
- 99%
Rate of client satisfaction
Mission Statement
PEO Advisory Services, Inc. strives to provide our clients with the most valuable support during every stage of decision making in the PEO process to help them mitigate risk, position themselves for growth and achieve a real return on investment. From pre-start-up PEOs to mature ones, we understand each client's goals are different and strive to customize service options to ensure maximum client satisfaction and success.
Services
What We Do
Results oriented problem solvers and leaders with 35+ years combined practical experience. Support for PEOs from start up to maturity. If you require assistance with something not listed, please contact us.
Services
What We Do
Results oriented problem solvers and leaders with 30+ years combined practical experience. Support for PEOs from start up to maturity. If you require assistance with something not listed, please contact us.
Programs for Pre-start-up and Start-up Entities
PEO 101
This 1-day program is for pre-start up and start up PEOs looking to gain an overall understanding of the PEO environment. It outlines the risks, rewards, costs, business model, internal resources, strategic partners, pitfalls and roadblocks. If you have already decided or are trying to determine if becoming a PEO is the right fit, this workshop is for you.
Programs for Pre-start-up and Start-up Entities
PEO 201
This 1-day program is for pre-start up and start up PEOs who have completed PEO 101. It takes a deeper dive into PEO covering comprehensive business planning, financial modeling, timelines for going live and more.
Programs for Pre-start-up and Start-up Entities
Business Plan Creation for Investors/Shareholders
A customizable support for potential investors moving into the PEO space, either by starting a PEO, investing in or purchasing an existing PEO entity
Programs for Established PEOs
PEO Health Checkup
This 2 or 3 day hands on program is for established PEOs looking to get to the next level or those in need of a compliance check. It also helps with companies that have turned over staff at the management or C level or have staff that need PEO centric training. The program includes a detailed needs assessment. It focuses on industry best practices and is designed to help the PEO achieve its goals. It covers all aspects of operations including payroll benefits, client services, human resources, client services and risk as well as accounting, tax, finance, and compliance but is tailored to address each entities unique circumstances.
Programs for Established PEOs
SOPs and Best Practice Advice
Programs for Established PEOs
Internal Controls Evaluation
Programs for Established PEOs
Operational Efficiences Assessment
Human Capital Support
Internal Staff Placement
Human Capital Support
Internal Staff Vetting
Human Capital Support
Training Non-PEO Centric Personnel
Human Capital Support
Staff Mentoring
Compliance
PEO State Regulatory Compliance
Lee Yarborough
We have been in the PEO space for a long time but had a recent change in operations. It was the perfect time to engage with PEO Advisory Services. Jean performed an assessment of our business and provided valuable insight to make us more efficient and profitable. It was so helpful to have a second set of eyes review how we do things. Jean offered suggestions, encouraged us to develop our own solutions, and did not try to sell herself or other vendors. She approached our business as if it was her own. I appreciate her professionalism, integrity, and vast knowledge of the PEO space. I highly recommend Jean Goldstein and PEO Advisory Services to any PEO, from start-ups to long standing organizations. It is worth the investment!Health Checkup and Ongoing Support
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More About Our Principal
Jean Goldstein, CPA is a seasoned professional who utilizes her business experience in public and private accounting, business finance, operational management, compliance and specifically her practical, hands on understanding of the complexities of all aspects of PEO operations to help her clients protect and grow their businesses.
Jean is currently working with PEOs; addressing all aspects of operations (payroll, benefits, human resources, client services, risk), accounting, tax, finance and compliance.
Our Publications
Dive into our blog for a cozy chat about PEO adventures. Explore HR tales, sprinkle in some tips, and let's navigate the biz landscape together.
Monetary Crossroads: How a PEO Finance Department Fits in The PEO Sales Cycle
The Role of the External Accounting and Auditing Firm
How to Overcome Pitfalls when Scaling Your Business
The Ideal PEO Client. Does it Exist?
Where Technology is Taking PEO’s, and Vice Versa
Setting Up Your Accounting Department
You Don’t Know What You Don’t Know
Top 10 Payroll Administration Tips
Managing UI Claims in COVID Times
Understanding Individual Client Profitability
January is Cleanup Time for PEO Operations
How to Use Best Practices to Optimize Your PEOs Bottom Line
Getting Your House Organized – Steps for a Successful 2023
The 5 Ws of PEO General Ledger Reconciliations
Starting a PEO: How to Make a Big Splash
How to Overcome Pitfalls when Scaling Your Business
View PDF
The Role of the External Accounting and Auditing Firm
View PDF
Monetary Crossroads: How a PEO Finance Department Fits in The PEO Sales Cycle
View PDF
Starting a PEO: How to Make a Big Splash
View PDF
The 5 Ws of PEO General Ledger Reconciliations
View PDFGetting Your House Organized – Steps for a Successful 2023
View PDF
How to Use Best Practices to Optimize Your PEOs Bottom Line
View PDF
January is Cleanup Time for PEO Operations
View PDFUnderstanding Individual Client Profitability
View PDFManaging UI Claims in COVID Times
View PDFTop 10 Payroll Administration Tips
View PDFYou Don’t Know What You Don’t Know
View PDF
Setting Up Your Accounting Department
View PDFWhere Technology is Taking PEO’s, and Vice Versa
View PDF
The Ideal PEO Client. Does it Exist?
View PDF
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Contact Form
If you would like to speak with us about any of the services that PEO Advisory Services provides, please fill out this short form and we will get back to you as soon as possible.
Contact Details
Person
Jean Goldstein