Client Testimonials

“We hired Onward Advisors to consult with us on choosing a PEO for our growing business. Their approach made us confident in our choice as they were professional, detail-oriented, analytical, responsive, and their extremely thorough analysis helped us narrow down our many choices.

We were expecting to save money overall by using a PEO, and Onward Advisors helped us meet those expectations. While we didn’t initially have any reservations in using a PEO, our lack of knowledge in the industry and the process by which we would obtain quotes was a challenge.

Fortunately, we were able to rely on Onward Advisors’ expertise and experience, and their guidance exceeded our expectations in helping us to find the best fit for our business goals and company culture. We would recommend anyone going through this course to hire Onward Advisors.”

“The subject matter experts at Onward Advisors helped us renegotiate terms with our existing PEO. Their methodical and detailed diagnostic provided our finance team with a thorough and comprehensible report that led to us saving over 30%—exceeding all our expectations.

We never really had a clear understanding of our PEO costs until we worked with Onward Advisors. We recommend them to anyone looking to understand and control their PEO spend.”

“We chose Onward Advisors to renegotiate the terms we had with our existing PEO. We found their team to be skillful, insightful, and responsive while helping us negotiate the best deal possible for our company and staff. Their knowledge of the industry was obvious, and we ended up realizing savings commensurate with our expectations.”

“I joined a Pittsburgh tech startup in early 2019 as their finance lead but quickly realized there were gaps to fill on the HR, payroll, benefits and compliance side of the business. I worked in a startup previously that had a PEO and didn’t realize the seamless power behind its capabilities until it was something I no longer had. It was painful being at a small company working with multiple vendors for HR, benefits, payroll, tax compliance, etc. We rarely received the customer support and guidance we needed and struggled to offer our employees a great experience with their benefits.

I began researching PEOs and found it overwhelming, so when I was introduced to Onward Advisors it was a sigh of relief. Their team reassured us they could find the best fit for our size and location. We worked closely with them, provided info on our current benefits programs, and they generated a very comprehensive and robust analysis around the top 5 PEO choices for a very reasonable cost. They held our hand through the entire selection process — through all questions and explanations on benefits plans to demos of the products to brainstorming sessions on how the PEO would work best for my team.

As a former New Yorker, I enjoyed Onward Advisors’ honesty, confidence, and fast pace to get us to a January 1st implementation. They wwere quick to respond to all questions or meetings we requested which made my team all the more confident in our final choice. Even after we made our PEO selection, they continue to check-in to make sure things are running smoothly. With a PEO market that is highly saturated, utilizing Onward Advisors as a PEO consultant to find the best fit at the best cost is a no brainer.”

“For the past few years, we’ve explored joining a PEO to help us control the rising cost of healthcare insurance and manage our HR needs. Previously we’ve dealt directly with each PEO, but this year we decided to use Onward Advisors at the recommendation of our insurance broker. At first, we were a bit hesitant for fear that the PEOs may charge us more for using a consultant; but in fact, the opposite was true. The team at Onward Advisors are experts in this industry so they know exactly how much we should be charged, and they hold the PEOs to that number.

Working with Onward Advisors gave us the ability to evaluate multiple PEOs based on our specific criteria. Their approach was very insightful, and their transparent analysis highlighted costs we were unaware of previously. We highly recommend the Onward Advisors team if you are looking for a no-nonsense assessment of the PEO marketplace.”

“Onward Advisors helped our company navigate the complex challenge of offering benefits for the first time. Their team provided expertise, accurate numbers to help us compare PEO partner options, and superbly professional guidance to get Zazoom Media Group across the finish line.

What impressed me the most, though, was how they followed up after the “handoff.” When inevitable benefits integration glitches arose, Onward Advisors continued to offer guidance and to leverage their high-level contacts within our chosen PEO partner to ensure we were fully satisfied. That’s service worthy of unhesitating recommendation.”

“Our organization was facing a health insurance increase of more than 50% last year, and we knew that we needed to come up with a solution that would allow us to continue offering a robust benefits package to our employees. A PEO was one of a few valid options to possibly solve this problem, but we were very hesitant in considering this route as we had previously used ADP TotalSource and had a horrible experience with them and their service.

We were introduced to Onward Advisors through our benefits consultant, and almost immediately began to feel comfortable in pursuing a PEO due to their analytical and insightful approach to the process. The Onward Advisors team presented the information in a clear and concise manner and were always available, quick to respond to email, and overall just great to work with.

I had almost nothing to worry about with the switch because they were there every step of the way while communicating directly with the PEO on our behalf and anticipating problems before they came up. Through skilled negotiation, they were able to exceed our expectations by achieving savings of close to 20%.

It was a refreshing experience working with Onward Advisors, and we would gladly recommend them to anyone in a similar situation.”

“Scout Capital Partners was searching for a PEO that could both deal with a startup environment and scale quickly as our company grows. While we had some initial concerns with using a PEO, such as loss of control and difficulty of managing payroll and benefits with a remote, third-party operator, Onward Advisors’ professional and knowledgeable approach helped ease those concerns.

Onward Advisors’ experienced approach hit the mark when they negotiated a very favorable arrangement with TriNet on behalf of our company, and their overall execution exceeded our expectations. They also remained involved in the onboarding process, which made everything seamless.

Overall, their PEO specialists made the selection and onboarding process far easier than I had imagined. In hindsight, I can’t believe that I was anxious about this process when in fact, Onward Advisors handled the heavy lifting with great ease.”