Start Your PEO Assessment — Get an Independent, Transparent Review.
We will help you identify the best-fit PEO for your business. Our service is free to you — we are compensated directly by approved PEO partners, with full disclosure and no bias.
Introduction
Our goal is to help business owners make confident, well-informed decisions about PEO partnerships. This confidential assessment helps us understand your HR, payroll, and compliance needs so we can identify which PEO models and providers fit best. Your initial consultation (free of charge, typically 45–60 minutes) includes a professional cost analysis and review of your current HR setup. We are compensated by the PEO you ultimately choose — never by charging you. That means you receive professional guidance at no cost, backed by full transparency about how we are paid.
What Happens Next
- Complete the form — all information is confidential.
- Our CPA-led advisory team reviews your submission within one business day.
- You will receive an email invitation for a 30–60 minute strategy call.
- You will receive a summary of cost factors, compliance risks, and top-fit PEO options.
- If you move forward, your chosen PEO compensates our firm directly — your cost and contract terms remain unchanged.
Why Transparency Matters
Most PEO brokers do not disclose how they are paid — we do. Our independence comes from expertise and open disclosure, not hidden fees or vendor bias. Every recommendation we make is based solely on what fits your company best.
Disclosure
Our firm maintains relationships with select certified and fully vetted PEOs. When an employer chooses to engage one of these providers, we may receive a commission or referral fee. This compensation never increases the client’s cost and does not influence our independent analysis or recommendations. We disclose all vendor relationships clearly so you can make an informed decision. All data submitted through this form is confidential and used solely for advisory purposes.