Do the work once.
See every option.
The evaluation process is usually exhausting because you repeat it for every provider. We don't do it that way. And if a PEO turns out not to be the right fit, I'll help you find what is, whether that's payroll, HR technology, a benefits carve-out, or a standalone solution.
Complete Assessment
Every engagement starts with understanding your business before evaluating solutions. We discuss your goals, current challenges, priorities, existing technology, budget, workforce, and what success looks like so every recommendation is tailored to your business.
One Secure Submission
Rather than repeating the same information to multiple providers, I collect your information once through a secure process and organize everything into a standardized request that can be distributed efficiently.
Market Research
I research and compare the market on your behalf, evaluating providers based on your priorities, service model, technology, pricing, integrations, and overall fit so you don’t have to spend weeks sorting through vendors yourself.
Clear Recommendations
I narrow the market to the strongest options and walk you through the advantages, trade-offs, pricing considerations, and differences between providers so you can make an informed decision with confidence.
Your Decision
There is never any pressure or sales agenda. You choose the solution that makes the most sense for your business based on clear information and honest guidance.
Beyond the Sale
My involvement doesn’t end after implementation. I remain available as an ongoing resource to help coordinate onboarding, answer questions, assist during renewals, and continue serving as another set of experienced eyes whenever you need them.
Six ways I make the complicated feel clear.
Independent PEO evaluations & comparisons
One discovery, multiple providers, an honest side-by-side. I translate the fine print so you can compare what actually matters, not just the price on page one.
HR & workforce strategy
Whether you have an HR team of ten or none at all, we'll shape an approach that fits how you actually run, and where you're headed next.
Payroll & HR technology consulting
The right systems, minus the sales-demo circus. I help you choose tools your team will actually use, and set them up to save you real time.
Employee benefits guidance
Attract and keep good people with benefits that genuinely compete, without blowing up the budget or drowning in options.
Compliance & risk discussions
Plain-language conversations about the rules that keep you up at night, so you can stay ahead of them instead of reacting to them. (This isn't legal or tax advice; I'll help you know when to bring in the right professional.)
Strategic introductions
Need a great CPA, attorney, banker, or financial professional? I connect you with trusted people I'd send my own family to. Strong relationships build stronger businesses.
Different seats at the table.
Same need for clarity.
Some know exactly what they're looking for. Others just know something isn't working as well as it should. Both are exactly the right time to talk.