Our Process

Your one-stop-shop for discovery, data collection, and proposal.

  1. DISCOVERY CALL. We start our partnership by conducting a 30-minute introductory meeting to determine overall goals, the specifics of your situation, and current pain points as we lift up the hood in the main areas of payroll/technology, HR support, compliance, administration, workers compensation, and of course employee benefits. Together we determine the specific quantitative and qualitative goals and benchmarks that will make switching to a PEO worthwhile and provide the highest ROI for your business.
  2. DOCUMENT COLLECTION. As your one-stop-shop for data collection, there is no longer a need to send your information to multiple PEOs yourself. I collect all of the data and documents necessary to procure quotes from the short-list of PEOs that fit the parameters uncovered during the discovery call. Often the reports required are specific to the PEO you are currently with, and unique PEO report names will be referred to. I will also analyze the data provided to uncover any red flags or potential hurdles to be addressed in the underwriting process before it even begins.
  3. PROPOSAL COMPARISON. Upon receiving underwritten proposals from various PEOs that have the best potential match for your unique needs, we will level the playing field through a standardized apples-to-apples financial analysis, incorporating each PEO’s costs on PEO admin fee, worker’s comp, medical/benefits, and payroll taxes/SUTA. This allows us to vet out the ones that are not financially viable, leaving a short list of PEOs to consider along such qualitative factors as service model, technology, and specific solutions of interest. The finalists will be compared to the parameters and benchmarks uncovered in Step 1 to determine if switching is the prudent business decision. As an advisor and advocate I only make recommendations – the ultimate choice is up to you in accordance with your comfort level and your unique understanding of your business needs.