Our PEO Services

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.

Get StartedOur Services

Services

What We Do

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.

  • 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.

  • 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

  • Handholding Through Go Live

    It’s often said, “you don’t know what you don’t know” and that couldn’t be truer than to a PEO start-up. Once the decision to become a PEO is made, we provide hands on support through to go live.

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.

  • SOPs and Best Practice Advice

  • Internal Controls Evaluation

  • Operational Efficiences Assessment

Human Capital Support

PEO Advisory Services understands the importance of PEO centric talent. We provide tailored services to help PEOs hire, train and retain their most valuable asset, their staff. Our services include:

  • Internal Staff Placement

  • Internal Staff Vetting

  • Training Non-PEO Centric Personnel

  • Staff Mentoring

Compliance

We focus on keeping our clients safe and compliant by offering the following services:

  • PEO State Regulatory Compliance

  • PEO Centric Filings Review

  • ERISA Best Practices

Educational Programs

We have created a live webinar series encompassing all aspects of PEO. These webinars are customizable and can be used as part of new hire onboarding, annual staff training or continuing education.

  • Accounting

  • Finance

  • Operations

  • Compliance

  • Executive

  • High Level Review of the PEO Space

Mergers & Acquisitions

Whether growing through acquisition, considering taking on investors or exiting the PEO space, PEO Advisory Services can help with:

  • Succession & Exit Planning

  • Due Dilligence Support for Entities in PEO Acquisition Mode

  • Operational and Financial Review for Optimizing Profits on Exit

Customizable Support

We understand that every PEO is unique and adapt our programs to meet our costumers' individual needs. We have worked with our clients on:

  • Ongoing PEO Subject Matter Expertise

  • Financial Modelling

  • SUTA Programs

  • Banking & Treasury Management Fee Review

  • EPLI Program Review

  • Cost Containment

  • Garnishment Compliance

  • CSA Operational Review

  • 1099 Guidance

  • Broker Commission Strategies

  • CPEO Considerations

  • General Ledger Review & Cleanup