PEO Brokerage Firm Case Study

Client Overview

A fast-growing PEO brokerage with a hands-on CEO stretched across every function — no commission infrastructure, no onboarding process, and no systems to support the pace of growth.

Challenges

CEO overwhelmed managing inbox, calendar, and high-stakes meetings alone
No structured or reliable commission management process
Systems and SOPs either nonexistent or disorganized
Rapid company growth with no onboarding infrastructure for new hires
No dedicated operations support as leadership team expanded

Solutions

Executive Support

Managed CEO’s email, scheduled and attended high-priority meetings on his behalf

Commission Management

Calculated commissions, managed 3-5 accountants organizing statements and processing payments

Technology Research

Sourced and evaluated HR tools, CRM platforms, and SOP platforms to modernize operations

Systems & SOP Cleanup

Audited and restructured existing processes for clarity and consistency

New Hire Management

Interviewed and managed new staff as the company scaled

COO Onboarding

Helped newly hired COO get fully oriented — access to systems, understanding of operations, and team introductions

Chief of Staff

Formally titled by the CEO; served as an embedded operational leader throughout the engagement

Bottom-line

Task Ninja became a key operator in the PEO brokerage— leading operations, fixing workflows, onboarding leadership, and building systems to support long-term growth.

Formally titled Chief of Staff by the CEO
Commission process built and managed end-to-end with 3-5 accountants
New COO onboarded and operational with Task Ninja's support
HR, CRM, and SOP platforms researched and evaluated for implementation
Systems and SOPs cleaned up to support a scaling organization
High-stakes meetings attended and managed without CEO oversight

The Numbers

0 Years

Embedded partnership

3-5 Accountants

Coordinated for commission management

1 COO

Successfully onboarded reviews with a 4.9 star rating

0

Technology categories researched (HR, CRM, SOP platforms)

Chief Of Staff

Title given to Josh by the CEO

0

Dropped balls on high-stakes meetings

Let's take something off your plate.

One conversation. No pressure, no pitch deck. Just a straightforward look at what’s taking up your time and whether we’re a fit to take it off your hands.