Staffing and PEO
Rates, hours and client setup are keyed more than once, and the invoice is where it shows.
Staffing firms and PEOs run on rules that change every week. When each brand keeps its own systems, the errors reach the invoice and the payroll run before anyone sees them.
Fixed fee from USD 3,500, payable on completion. You keep the findings whether or not you use us to build.
What breaks
Where the gaps usually are
None of these start as a platform decision. They start as a workaround that became the process.
Rate changes that miss the invoice
The bill rate changes on the placement. The invoice keeps the old one until somebody notices, or the client does.
Timesheets keyed twice
Hours are approved in one system and typed again into pay and bill, with a second chance to get them wrong.
One stack per acquired brand
Each brand kept its own ATS and its own pay and bill, so nobody can see one margin across the group.
Client setup keyed twice
A new client is set up in the CRM, then again in a PEO platform such as PrismHR. The two drift apart.
Codes that do not match
Clients moved from an acquired PEO arrive with fees and workers’ compensation codes that do not match yours.
Credentials outside the system
Licenses and expiry dates sit in a spreadsheet, so nothing stops a placement when a credential lapses.
What the diagnostic looks at
One process, followed from placement to cash
We follow one process through the ATS, pay and bill, payroll and finance, in Bullhorn, Salesforce, NetSuite or whatever sits either side.
Sample 1 on our sample findings page is a staffing firm.
See a sample findingIn scope
- The path from an approved hour to a correct invoice and payroll run
- How rate changes, with effective dates and approvals, reach billing
- Client setup from CRM to payroll, and where it is keyed twice
- Fee and workers’ compensation code mapping across acquired clients
- Credentialing, and whether the system enforces it
- Where AI helps, once the process underneath is clean
How it works
Three steps, and nothing larger until the first has proved itself
Scope
We agree the process, the systems, the days and the fixed fee.
Twenty minutes, freeDiagnose
We walk the process with your team, from placement to invoice, and go into the systems themselves.
From five working daysDecide
Every item costed and ranked. Build with us at a fixed price per item, with your own team, or not at all.
A costed list you keepIf a rate change reached the client before it reached the invoice
Led by a Salesforce Certified Application Architect with 14 Salesforce certifications and 15 years owning enterprise platforms inside businesses. Every engagement is delivered by the principal.