PEO for Professional Services Firms
Professional services firms compete on their people. I compare how each PEO handles benefits, payroll and HR for an office-based team, so you can offer stronger benefits without building an HR department.
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Based in Tampa Bay, serving firms across the continental US. Your comparison is free, with no obligation.
Who I Help
Built for Firms That Run on Talent.
I help law firms, accounting and CPA firms, engineering and architecture firms, marketing and creative agencies, consultants, insurance agencies and other office-based businesses.
Office-based firms usually qualify with a wide range of PEOs. That means more choices and more fine print. I narrow the field to the providers that fit your team, then compare them side by side so you can choose with confidence.
Health and Retirement
Health Benefits and a 401(k) Your Team Will Notice.
Through a PEO, a firm with as few as 5 employees can join a large-group health plan instead of buying small-group coverage on its own. That can mean more plan choices, plus dental, vision and life coverage. I compare each PEO's medical plans, networks and employer contribution options, so you know the real cost per employee before you switch. Prefer a fixed budget? I can also show you an ICHRA, where you give employees a tax-free monthly allowance toward an individual health plan they choose.
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​Most PEOs also offer a 401(k) through a plan they sponsor for their clients. The PEO typically handles setup, payroll deductions, compliance testing and annual filings, and often shares fiduciary responsibility with you. I compare match options, investment choices, fees and whether you can bring an existing plan with you.
HR and Compliance
Less Admin, More Billable Time.
Every hour spent on payroll, onboarding and HR paperwork is an hour not spent on clients. A PEO can take on payroll, tax filings, HR support and compliance tasks so your team can focus on the work you bill for. As a former workers' comp underwriter, I also check that each PEO classifies your staff correctly, so the rate in the proposal holds up at audit.
I explain the costs, coverage and contract behind each proposal. My brokerage guidance costs you nothing. The PEO you select charges for its services, and I help you understand those charges before you decide. Need major medical coverage outside of a PEO? I can connect you with a licensed health insurance partner for a quote.
What I Review Closely
The areas I check in every professional services PEO proposal, so one attractive rate does not hide the real cost of benefits, HR support and payroll.
Payroll & Tax
Payroll processing, tax filing, time tracking and service fees.
Health plans, ICHRA options, 401(k) match and fees.
Benefits
Contract Terms
Term length, cancellation notice and what happens if you leave.
HR Support
Handbooks, onboarding, HR advice and how quickly the PEO responds.
Total Cost
Admin fees, workers' comp, benefits and payroll taxes, all together.