Add value at zero cost
Referrals are free for you and your client - we're compensated by the PEO they select. Bring a proactive solution your competitors aren't offering. Deepen client retention by solving problems beyond the books.
CPA partner program
A Partnership Resource for CPAs & Trusted Advisors
Give your clients a full HR department — payroll, benefits, workers' comp, and compliance — without the overhead. No cost to you or your firm. You make one intro; we do the work and keep you in the loop.
Why refer a client?
A stronger outcome for your client - with no channel conflict.
We compare multiple PEO options independently, handle the work after your introduction, and keep you informed throughout the evaluation.
- Complains about rising health insurance premiums
- Keeps landing payroll or payroll-tax problems on your desk
- Faces high workers' comp rates or audit headaches
- Is hiring fast or adding employees in multiple states
- Asks HR questions you can't bill for
- Struggles to compete for talent without big-company benefits
What partners gain
Value beyond the introduction
Cleaner engagements all year
Accurate payroll data and on-time tax filings, every quarter. Fewer year-end cleanups and payroll-tax surprises. You remain the trusted advisor - we complement your services, never compete with them.
Instant scale for clients
Fortune 500-level medical, dental, vision, and 401(k) options at group buying power. Payroll, tax filings, W-2s, and workers' comp handled by dedicated experts.
PEO outcomes
Per NAPEO research, businesses in a PEO grow 7-9% faster, see 10-14% lower employee turnover, and are 50% less likely to go out of business.
Best-fit referrals
Which clients are a good fit?
- 5 to 200 employees, in any state
- Higher-risk industries welcome: construction, oil & gas, transportation, healthcare
- Multi-state or rapidly growing workforces
- Owners overwhelmed by HR, compliance, or benefits renewals
- Businesses hit with workers' comp or health premium increases
After your introduction
We handle the comparison
- Discovery call with your client
- Quote collection from multiple national PEOs
- Side-by-side cost and coverage comparison
- Negotiation and onboarding support
- Regular updates back to you, start to finish
Simple process
How it works
01
Introduce
A simple email intro connects your client with us.
02
We analyze
Free, no-obligation comparison across dozens of national PEOs.
03
You stay informed
We keep you in the loop at every step.
Common questions
Frequently asked questions
Does this cost my firm or my client anything?
No. Comparisons and quotes are free. As an independent broker, we're compensated by the PEO a client ultimately selects.
Will you compete with my services?
Never. We complement your work - you keep the advisory, tax, and accounting relationship while gaining cleaner payroll data.
How do I stay informed on my referral?
We keep you in the loop at every step, from first call through onboarding, so you always know where your client stands.
What if a PEO isn't the right fit for my client?
We'll tell you straight. If the numbers don't work, your client keeps a free benchmark of their current costs - and you still look proactive.
There is never a cost or obligation - for you or your client - to get a comparison. Not sure if a client qualifies? Send us the scenario - we'll give you a straight answer.