Independent PEO & Benefits Oversight for CPAs, CFOs & Growing Companies

We provide unbiased, ongoing governance and risk review of PEO, payroll, and benefits arrangements — not sales, not brokerage.

EXCLUSIVITY HAS PRIVILEGES

What We Do

  • Independent review of PEO, payroll, and benefits arrangements
  • Fee benchmarking and risk exposure assessment
  • Ongoing performance monitoring
  • Strategic guidance during growth or renewals

What We Don’t Do

  • Sell PEOs
  • Act as a broker or representative of vendors
  • Provide payroll or benefits administration
  • Replace CPAs, CFOs, or legal counsel
Trusted by CPAs, CFOs & Wealth Strategist