For HR & Finance Leaders · 150–1,000 EE Companies

Workforce tech
that fits your team.

I help HR and finance leaders at mid-market companies pick, deploy, and get value from their HCM platform. Tech-led. Vendor-neutral. No commission games — just the right fit for the team you're actually running.

150–1k EE Sweet Spot
30 min Discovery Call
$0 Up-front Cost

Platform-led guidance.
Bias toward what fits.

I work with HR + finance leaders to pick the right HCM/payroll/benefits stack — and stay involved through migration, go-live, and the messy first 90 days. Most of my clients land on a tech-led model; some land on a co-employment / PEO model. The decision should come from your situation, not a quota. Every engagement is scoped to your team's size, complexity, and timeline.

Migration Support

Switching is the hardest part. I sequence the parallel-run, the comms strategy to managers and employees, and the data-cleanup checklist so day-one isn't the day everything breaks.

◆ Most underestimated piece

Compliance & Reporting

Multi-state payroll, ACA tracking, EEO-1, OSHA, audit-ready reporting. I help you spec the platform's compliance modules so finance and HR aren't living in spreadsheets.

◆ Where most stacks miss

PEO / Co-Employment Path

If your team is small, your industry is high-comp-risk, or you simply want HR off your plate — a PEO is sometimes the right answer. I'll tell you when it is, and refer to a partner who fits.

◆ Honest path when it fits
RESEARCH Mid-Market HCM Trends
68%

of mid-market HR teams say their current HCM platform doesn't keep up with how the company has grown.

Vendors over-pitch on features the rep thinks you need. Reality: most pain comes from the 3 modules you'll actually live in daily — payroll, benefits admin, reporting. I help you stress-test those before you sign.

Vendor-neutral.
Mid-market specialist.

I sit on the buying side of the table. My beat is companies that are too big for QuickBooks-and-Gusto but too small for Workday-with-a-7-figure-implementation. That sweet spot — 150 to 1,000 employees — is where the wrong platform decision can cost you 2 years of HR pain.

  • Tech-led, not channel-led. I lead with the platform that actually fits — even when that's not the highest-paying referral.
  • Mid-market focused. 150-1,000 EE problems are different from SMB or enterprise. I built the playbook around that.
  • Side-by-side, not slide-by-slide. You get a real comparison sheet, not 60 slides of vendor marketing.
  • Stay involved past contract. Migration, go-live, and the first 90 days are where deals go bad. I don't disappear.
Side-by-side comparison
Capability
Multi-state tax
Benefits admin
Reporting
Time & attendance
Performance
Vendor A
✓ Native
✓ Strong
○ Basic
✓ Native
$ add-on
Vendor B
$ partner
✓ Strong
✓ Strong
$ partner
✓ Native
3-yr TCO: A is $42K cheaper but you'll re-buy reporting. B costs more but lands fewer fights with finance.

Built for the businesses
where comp + comply matter.

The patterns repeat by industry — multi-state professional services hit different problems than single-site manufacturers. I've worked the playbook for the verticals where mid-market HR pain shows up most.

⚖️

Professional Services

Law, consulting, engineering. Multi-state, hourly + salary mix, partner comp.

🏗️

Construction & Trades

Certified payroll, prevailing wage, multi-state crews, union compliance.

🏥

Healthcare

Shift differentials, on-call, credentialing, ACA tracking under variable schedules.

🏢

Non-Profit & Associations

Grant-funded compensation, membership-based teams, board reporting.

🏭

Manufacturing & Distribution

Time & attendance, multi-shift, OSHA tracking, union locals.

💻

Tech & SaaS

Remote-first multi-state, equity admin, fast headcount changes.

🏛️

Financial Services

Audit-grade reporting, regulator-friendly comp histories, tight controls.

🍳

Hospitality & Restaurants

Tip credit, multi-location, high-turnover onboarding.

Four steps.
No surprises.

You bring your stack and your pain. I bring the comparison framework and the vendor relationships. We exit in 4–6 weeks with a signed contract and a migration plan — or with a clear "stay where you are" answer if that's the truth.

01

30-min discovery

Your current stack, headcount, growth plan, top 3 pain points. I leave the call with enough to know if this is worth your time.

02

Tailored shortlist

2–3 platforms that fit your size band, industry, and complexity. Side-by-side capability + 3-year TCO. No 60-slide decks.

03

Vendor calls + decision

I sit in on the demos so the rep can't dodge the hard questions. Reference-call coordination. Contract review. Final pick.

04

Migration + first 90 days

Parallel run, manager & employee comms, data-cleanup checklist. I check in through go-live so day-one isn't a fire drill.

Senior account exec.
Mid-market HCM specialist.

I've spent my career on the buying-and-selling side of HCM — both ends of the table. I know what the vendor reps don't tell you, what the platform demos hide, and where the post-sale gaps usually show up. The companies I work best with are the ones where HR + finance want a partner, not a pitch.

📍 Washington, DC metro 🏢 Major HCM provider · upper-mid-market 🔁 PEO referral path on file

Worth 30 minutes
to know if it's a fit?

Book a discovery call. I'll come prepared with two or three platforms that match your size and industry. If it's not the right time, I'll tell you that on the call — no follow-ups, no nurture sequence, no pressure.

Email AJ directly

No obligation. No follow-up sequence. If it's not a fit, I'll tell you.