Testimonials

TechServe Alliance started working with Jean Goldstein of PEO Advisory Services in 2021. We were looking to start a PEO or ASO. Jean’s PEO 101 workshops helped us understand the different business models, compliance requirements and revenue sources. We found her knowledge and hands-on experience invaluable in helping us determine the best model for our business. Since then, she has been a resource throughout the market research, platform evaluation and vendor selection processes. She even helped us find the right candidate to fill our operations manager role! We will continue to leverage Jean’s expertise as we prepare to launch this service in the coming months…and plan to continue to work with her as our business grows. If you are looking to start a PEO or ASO or want to improve the overall efficiency and profitability of your existing business, I highly recommend PEO Advisory Services.

ESI has worked with PEO Advisory Services for the last 3 years and we could not be happier with the results. Jean’s credentials and extensive PEO experience combined with her attention to detail and practical approach make her a fantastic resource for any PEO. We would highly recommend her!

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!

PEO Advisory Services has played an integral part in helping our company transition from ASO to PEO. Beginning with the PEO 101 webinar provided to all staff members through ongoing support with all aspects of PEO operations, finance and compliance, Jean has been a vital partner who truly cares about her clients. She is hands on, responsive and proactive. Her expertise and knowledge in the space is invaluable. I would recommend PEO Advisory Services to any startup through tenured PEO

PEO Advisory Services is a valuable resource. We have benefited from Jean's extensive knowledge and experience in PEO; specifically in the areas of payroll, tax an finance. She is professional and responsive; providing quality detailed-oriented work. Jean adapted her services to meet our specific business model. I would recommend PEO Advisory Services to any PEO

** I’m not going to tell you, “I told you so...”** I am the owner of a start-up PEO who was looking for someone to ride shotgun with me on the road to building my PEO with a custom level of service. I am a firm believer that my PEO would have struggled without Jean and PEO Advisory Services, Inc. Jean has looked out for my blind spots, reminded me when to fill up for gas and when to stop for rest breaks, and emphasized the importance of not picking up strangers for the ride—aka the importance of working with PEO-centric people and vendors. From the very beginning, Jean took time to understand my business model, my expectations, and my end-goal. She has always provided honest feedback, support, and guidance. Even when our opinions have not aligned, we have been able to have candid conversations to further discuss our reasonings and figure out the best route to take. Jean has never pushed me to make one decision over another but instead has ensured I have had all the resources necessary to make the best decision as a business owner. I will admit that the three times that I went my own way instead of following her roadmap, it turned out that Jean was right. For any startup, especially in an industry as complex as PEO, there are many moving pieces and decisions to be made. Like the three situations I referenced earlier, I had to learn from and work to correct a few wrong decisions, but the one best decision I have made to date is partnering with PEO Advisory Services, Inc. My business and I are both better because of Jean. If you are considering using PEO Advisory Services, Inc.’s service, do it while Jean is still accepting clients. If you don’t—don’t come to me later because I will tell you... “I told you so!”

PEO Advisory Services has proven to be an invaluable resource and an outstanding partner for our PEO. Jean’s extensive subject matter expertise in all areas of PEO operations, finance, work comp, and compliance has been instrumental in helping us achieve our goals. Her hands-on, personalized, one-on-one approach ensures that we receive the attention and support we need, while her insightful questions help us identify and resolve potential issues. Jean’s genuine commitment to our success and the PEO industry is truly commendable. Whether you’re a start-up or a mature operating PEO, I highly recommend Jean, as she brings an unparalleled wealth of knowledge and is a true asset to any organization.