Why refer your clients to a PEO?

When a client joins a PEO, they gain instant scale:

• 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

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.

What's in it for your firm

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

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

When to mention us - easy triggers

A referral makes sense when a client...

• 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

How it works - three simple steps

• Introduce: a simple email intro connects your client with us

• We analyze: free, no-obligation comparison across dozens of national PEOs

• You stay informed: we keep you in the loop at every step

There is never a cost or obligation - for you or your client - to get a comparison.

Which clients are a good fit?

Our best-fit referrals usually look like this:

• 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

Not sure if a client qualifies? Send us the scenario - we'll give you a straight answer.

What we handle after your intro

Once you connect us, we take it from there:

1. Discovery call with your client

2. Quote collection from multiple national PEOs

3. Side-by-side cost and coverage comparison

4. Negotiation and onboarding support

5. Regular updates back to you, start to finish

Your client gets independent guidance. You get the credit.

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..