End-to-end, not just matching.

Assessment

The initial consultation is the foundation. We discuss your current business needs, the scope of services you're after, and any concerns or goals for workforce management, so we understand your challenges before anything else happens.

Matchmaking

We connect you with the ideal PEO provider based on your specific needs and goals. We evaluate every candidate against six criteria:

• Industry expertise
• Service offerings
• Customization capabilities
• Reputation & client reviews
• Technology & integration
• Cost efficiency

Selection

We set criteria, narrow down PEO options, and collect detailed information on each so you can compare and decide. Every shortlisted PEO is scored on the same comparison matrix:

• Cost of services
• Compliance support
• Payroll & tax services
• Employee benefits
• Client support response time
• Technology tools
• Reputation & reviews

Implementation

A well-defined transition, in five phases:

1. Initial agreement, sign with the chosen PEO, establish contacts and timelines.
2. Pre-implementation planning, share company and employee data, assign internal points of contact.
3. System integration, connect the PEO's platform to your payroll, benefits, and HR systems.
4. Training & education, onboard your HR team and employees on the new platform.
5. Ongoing support, continued meetings with the PEO to assess how it's working and what needs adjusting.

Monitoring

This is the part most brokers skip. Quarterly or bi-annual reviews, service performance reports, and continuous feedback from leadership and employees, to make sure your PEO keeps earning its spot. If it stops fitting, we re-shop it.