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.

Contact us today and use our 30+ years of experience to help your organization

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YOUR PEO SUBJECT MATTER EXPERTS

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.

A small sample of PEO services include:

Accounting

General Ledger Review & Cleanup, Reconciliation, Payroll Tax Filings & Reconciliations and Audit Management.

Operational Management

Department Creation, Reorganization & Management, Client On-boarding Experience Review & Management, Sales go to Market Strategies and Competitor Analyses.

Business Finance

Strategic Planning & Growth Optimization Addressing Revenue Strategies, Underwriting Plans, Cost Containments, Cash Flow and Banking Management.

Compliance

CPEO Certifications, License & Registration Requirements, ERISA & Benefit Plans, Accountable Plans, Insurance Coverages Including EPL Claims Management, Internal Controls & Standard Operating Procedures Creation & Review, CSA Best Practices, Unemployment Programs & Internal Audit Strategies.

PEO Advisory Services is one of the only companies in the industry to offer comprehensive, pre PEO counseling to ensure clients are empowered with the right information to help guide their decision.

Unsure if a PEO is the right move for your organization?

Contact us now for a free 30-minute consultation.

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. 

Contact Us

If you would like to speak with us about any of the services that PEO Advisory Services provides, please contact:

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