For CPAs and advisors
A PEO analysis your client can act on, and you can stand behind.
Send a client to a neutral, line-by-line comparison sourced to 2026 law. You look smart, the client gets clarity, and nobody gets sold.
The advisor's case
A neutral read your client can verify, and you can stand behind.
Three reasons the analysis belongs in your toolkit, not a vendor's funnel.
Accountants, advisors, attorneys
[DUMMY] One line on the professional audience and why a neutral PEO read belongs in their toolkit.
A checkable comparison
[DUMMY] The specific outcome, a line-by-line current-versus-PEO comparison they can verify, not a sales estimate.
A resource, not a funnel
[DUMMY] Position the analysis as professional due diligence: independent, sourced, and free of a hidden sales agenda.
How the referral works
What you do, what we do, what happens to the client.
[DUMMY] Three short steps: you introduce the client, we run the neutral analysis and share it, and the client decides with no obligation. You stay in the loop.
Refer a client
Introduce a client to the analysis.
A short, professional handoff. We take it from here and keep you informed.
Thank you, there.
Your referral is in. We will reach out to confirm and keep you posted on the client's analysis.
For the advisors in the room
Give your client the math, not a sales call.
See exactly what they would receive, or send the first one over today.