CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

PEO 101: An Introduction to PEOs

  • CPA (CA)
  • CMA
  • CPA (US)
  • HRCI
  • SHRM
PEO 101: An Introduction to PEOs

1 Credit


Subject Area

Human Resources

Webinar Qualifies For

1 CPE credit of Personnel / Human Resources for all CPAs

1 PDC for SHRM Certified Professionals (SHRM Approved : RP5359) (Approval No. 21-7CQHJ)

1 Recertification Credit credit for HRCI Certified Professionals (Approval No. 543911)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

During these uncertain times, it is even more important for businesses to have help navigating employee issues like workplace safety, compliance, HR, payroll, and employee benefits. Outsourcing HR through a Professional Employer Organization (PEO) solution is something accounting professionals and their clients can consider for that level of support.

This webinar is a must-attend for CPA and Financial Advisors so that they can provide professional guidance to their clients as well as for CEOs, business owners, Senior HR professional, A professional employer organization (PEO) is an organization that enters into a joint-employment relationship with an employer by leasing employees to the employer, thereby allowing the PEO to share and manage many employee-related responsibilities and liabilities. This allows employers to outsource their human resource functions, such as:

  • Recruiting and hiring
  • Payroll administration
  • Unemployment administration
  • Worker’s compensation administration
  • Compliance assistance
  • Family and medical leave act administration

This webinar will discuss:

  • An Introduction to PEOs
  • Changes within the PEO industry
  • The advantages and disadvantages of the PEO model.
  • How the services provided by PEOs can benefit the industry
  • Key highlights of PEO services such as healthcare costs, HR administration, workers compensation, and tech platforms
  • Insights on how different PEO vendors compare, discuss costs, and provide tips on how to best shop for a PEO.
  • To identify what companies best fit the PEO model
  • Discuss costs and provide tips in order to finalize the most suitable PEO for your client/organization

Learning Objectives

  • To identify what a Professional Employer Organization is, and what defines a PEO versus other HR Outsourcing vendors (Co-employment)
  • To explore the advantages and disadvantages of a PEO relationship
  • To identify what companies best fit the PEO model
  • To recognize the main bodies of accreditation for PEOs
  • To differentiate between PEO Vendors
  • To explore how to calculate the costs of a PEO
  • To recognize how to procure and analyze quotes from PEOs

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • HR Professionals
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA





I feel that many of the myCPE classes are beneficial. Today's webinar included. What I've noticed become the trend is the lack of time for any questions. I would have preferred to hear some answers to the questions posed in the Q&A rather than shameless plugs for the company presenting.


Not currently applicable to my job, but a very interesting webinar to learn more about the value of PEOs


Finally, I gained knowledge that an organization could hire the backing of a P.E.O. (human resource expertise) that would not show prejudice in favor of or against one thing, person, or group compared with another, usually in a way considered to be unfair.


This was a great intro to PEOs. I liked the real world examples of the current leaders in PEO services as well as the comprehensive and unbiased overview of PEO fees.


It was a rich webinar experience for me. I gained much about the PEO. I am happy that I had selected MyCPE. I will recommend it to my colleagues and friends.


Both instructors had great energy and knowledge and were engaging to listen to. Highly informative, great value for your time. Well done everyone!