AlignFirst PEO Advisors

Our Steps

The right fit. One step at a time.

  1. STEP 01 / 05

    Understand your needs

    We listen to your business, your team and what needs to improve.

    Illustrative scene: An advisor listens while the business owner asks a question, with one blue Your Business puzzle piece on the desk.

  2. STEP 02 / 05

    Review your Align PEO Scorecard

    Review fit and agree on which PEOs to approach.

    Illustrative scene: An advisor and business owner build an Align PEO Scorecard around technology, culture, service and compliance, with a partial puzzle nearby.

  3. STEP 03 / 05

    Go to market

    We request quotes and arrange demos with your selected PEOs.

    Illustrative scene: The same advisor and owner speak with illustrative providers on a video screen while more puzzle pieces connect.

    Talk through your options.

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  4. STEP 04 / 05

    Compare and choose

    Compare pricing, service and terms. Stay, switch or explore a mix of PEO and HR services.

    Illustrative scene: The advisor and owner review their Align PEO Scorecard dashboard on a laptop, and hold the last puzzle piece.

  5. STEP 05 / 05

    Stay supported

    From transition through renewal, we stay in your corner.

    Illustrative scene: The same advisor and owner talk during a follow-up meeting beside the completed nine-piece square puzzle.
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