How It Works
Four simple steps to finding your ideal PEO partner with expert guidance every step of the way
Share Your Needs
Complete our quick 5-minute questionnaire about your business, goals, and requirements. We'll ask about:
- Current headcount and growth projections
- States where you operate
- Current HR and benefits challenges
- Budget considerations and timeline
- Specific compliance or payroll pain points
This information helps us understand exactly what you need and identify the best PEO matches for your unique situation.
We Analyze Options
Our team gets to work immediately, evaluating dozens of PEO providers across the market. We analyze:
- Provider specializations and industry expertise
- Service quality and customer satisfaction ratings
- Technology platforms and integration capabilities
- Pricing structures and total cost models
- Geographic coverage and multi-state capabilities
- Benefits packages and carrier relationships
We leverage our industry relationships and proprietary evaluation framework to narrow down the field to your best matches.
Receive Custom Shortlist
Within 48 hours, you'll receive a detailed report featuring 3-5 vetted PEOs, including:
- Side-by-side pricing comparisons
- Detailed service level breakdowns
- Technology platform reviews
- Benefits package comparisons
- Our expert recommendations and insights
- Potential cost savings analysis
We present the information clearly so you can make an informed decision without confusion or information overload.
We Handle the Rest
Relax while we coordinate the entire process on your behalf:
- Schedule and facilitate introductory calls
- Coordinate product demos and presentations
- Gather and submit required documentation
- Negotiate pricing and contract terms
- Review proposals and identify red flags
- Support you through contract signing
- Guide the implementation and onboarding process
We stay with you from initial consultation through successful go-live, ensuring a smooth, stress-free transition. our full implementation support in the services section.
Why Our Process Works
Strategic advantages that save you time, money, and headaches
Expert Matching
We know the PEO landscape inside and out, ensuring you're connected with providers that truly fit your needs.
Fast Turnaround
Most clients receive their shortlist within 48 hours and are in contract discussions within 1-2 weeks.
Better Pricing
Our negotiation expertise helps clients reduce PEO costs by up to 40% compared to going direct.
Less Admin Work
We handle all document gathering, proposal collection, and vendor coordination so you don't have to.
Objective Guidance
Unbiased recommendations based solely on your needs, not vendor relationships or commissions.
End-to-End Support
From initial consultation through successful implementation, we're with you every step of the way.
Ready to Get Started?
Take the first step toward simplified HR management. Complete our quick questionnaire and receive your personalized PEO recommendations within 48 hours — at no cost to you.