NAPEO
THIS MONTH’S FOCUS: The Finance & Profitability Equation VIEW ALL
AUDIT-READY: PREPARING YOUR PEO FOR A SMOOTH FINANCIAL REVIEW
We’ve all been there. It’s year end and we are stressed. Along with the other issues, regulatory deadlines for financial audits are right at the top of the list in importance. Nothing feels better when you can tackle the year-end audit, and everything runs like a well-oiled machine. So how do you get to that …
BY Jenny Smith
June/July 2025
READY FOR DEPARTURE: VALUATION READINESS AS A DISCIPLINE
WHY VALUATION READINESS MATTERS As one PEO operator put it, “In this world, you have to be ready for anything — because when opportunity arises, you want to seize the day.” And yet, many PEOs still treat valuation as something that only matters if M&A is on the table. In our view, that’s a mistake. …
BANKING AND PEO: A HOME RUN RELATIONSHIP
As we approach Independence Day, most Americans find themselves gravitating toward the familiar. Few things in life are more American than freedom, mom’s apple pie, baseball, and the haunting feeling when you ask yourself: “did that payroll go out on Thursday since Friday is a holiday”? As a baseball coach and father of young players, …
FROM BACK-OFFICE BOTTLENECKS TO SCALABLE PROFITS: TRANSFORMING TREASURY OPS FOR GROWTH
Every missed payroll, or bounced payment, doesn’t just hurt a client relationship, it threatens the stability of a PEO’s entire business. In an industry moving well over $300 billion a year, treasury operations are not just back-office tasks, they’re front-line drivers of profit and scale. Payroll providers are often hindered by two key workflows: manual, …
EDITOR’S PICKS VIEW ALL
TIM GRAHAM AND PPI: BUILDING ON A STRONG FOUNDATION
That Graham is so involved in our governments affairs and advocacy efforts would have seemed quite unpredictable 15 years ago. Back the
BY Chris Chaney
April 2025
IN MEMORIAM: MARK PERLBERG
Mark Perlberg, a longtime PEO industry leader and former NAPEO board chair, passed away on March 11 at the age of 68. He leaves behind
BY Chris Chaney
April 2025
A Q&A WITH CHAIRMAN JASON SMITH
As Congress continues working on the budget reconciliation bill to extend the 2017 Tax Cuts and Jobs Act, Chairman Smith and his commit
BY Chris Chaney
May 2025
THIS MONTH’S COVER STORY
KEENA: ALL IN ON PEO
It became clear that PEO was the direction KEENA should take. That decision sparked a company transformation that’s included a rebrand, many new team members and a strong commitment to offering robust PEO services and expertise.
BY Chris Chaney
June/July 2025