Professional Services

CoAd for Professional Services. Built for you.

You focus on running your firm. We take care of your payroll and HR.

Why

You keep your firm running, and then some

In professional services, every billable hour counts, but payroll and compliance never seem to slow down. Exempt classification rules, contractor vs. employee status, project-based staffing, and evolving state labor laws make accurate tracking and compliance a major challenge. Staying on top of every detail can feel impossible when you're also responsible for delivering great work for your clients and keeping your team focused on it.

18-22%

Voluntary turnover in professional services and consulting runs 18–22% annually, driven by up-or-out career structures.

More than half

More than half of small businesses pay an outside firm to handle payroll rather than manage it in-house.

49%

49% of employees say they'd consider leaving after just two payroll errors, a real risk for a professional services firm competing for talent.

https://www.peoplepilot.io/blog/employee-engagement-statistics-2026

https://www.hrdive.com/news/more-than-half-of-hr-pros-outsource-benefits-payroll-hr-dive-survey-says/596844/

https://info.payroll.org/pdfs/paytalk/PayTalk-2025-ep62.pdf

Features for Professional Services

Focus on serving your clients, let us handle the rest.

Attracting & Retaining Top Talent

Win the talent war with the right tools at every stage.

Source and hire top candidates through our built-in ATS, available from day one.

Offer enterprise-grade employee benefits when you enter a PEO relationship, leveling the playing field against larger firms.

Work with an HR expert to build a retention strategy tailored to help keep your best people.

Multi-State Compliance, Simplified

Get multi-state tax filing and HR compliance tools for every state you operate in.

Automate payroll tax filing across every state you operate in.

Access ready-to-use handbooks, templates, and ongoing compliance trend updates.

Get a dedicated account manager and consultative onboarding when you move into a PEO relationship.

Professional Services Compensation, Handled

1099 contractor payments, bonus payouts, and varying pay rates, managed with ease.

Process 1099 contractor payments and variable bonus payouts with automated tools.

Support varying pay rates and structures across your firm without manual workarounds.

Hand off contractor classification and full payroll/HR management for complex comp structures when you're in a PEO relationship.

Reviews

What CoAd customers are saying

Employees

"My life has been made easier. I’m very happy with the time savings CoAd Pay and eRSP have brought to the business."

Sandra Kinney

RN, BSN, Co-founder

Home Health and Caregiving

Employees

“Our staffers come from both Pennsylvania and Delaware. That means paying taxes to a variety of states and municipalities with different tax regimes."

Karen DeRasmo

Owner

Food Service

FAQ

Got questions?
We have answers.

Everything you need to know before you get started.

Payroll Software FAQs

Do you offer applicant tracking or hiring tools, or just payroll?

How do you handle multi-state payroll tax filing?

We automate payroll tax filing across every state you operate in, reducing the risk of missed filings or nexus issues as your firm grows across state lines.

Do you provide HR templates or compliance resources for multiple states?

Yes. You get access to handbooks, templates, and ongoing compliance trend updates for every state you operate in, plus on-demand HR advisor support at the Pro tier.

Can your system handle 1099 contractor payments alongside employee payroll?

Yes. Our automated tools process 1099 contractor payments, bonus payouts, and varying pay rates and structures in the same system as your employee payroll.

How do you handle bonus payouts and variable pay structures?

Bonus and variable pay processing is built into the platform, so irregular payouts don't require manual workarounds or separate tracking.

Can staff and contractors access pay stubs, tax forms, and direct deposit info themselves?

Yes, employees and contractors get self-service access to pay stubs, W-2s, 1099s, and direct deposit settings, reducing the number of routine payroll questions your team has to field.

PEO Offering FAQs

What benefits can we offer employees through a PEO?

Can you help us build a talent retention strategy, not just process payroll?

Yes. Under a PEO relationship, you work directly with an HR expert to build a retention strategy tailored to keeping the people who make your firm competitive.

What additional support do we get for multi-state compliance under a PEO?

You get a dedicated account manager and consultative onboarding, on top of the automated tax filing and compliance resources available at the payroll level. Multi-state growth comes with a real point of contact, not just software.

How do you handle complex compensation structures, like a mix of salaried staff, contractors, and bonus-eligible employees?

Under a PEO relationship, we take full ownership of complex compensation structures, including contractor classification support, so you're not left guessing on how to structure or report pay across different employee types.

What happens if we misclassify a contractor and it triggers a claim, can you help?

Reducing that risk in the first place is the goal. Our contractor classification support is designed to catch misclassification risk before it becomes a claim, and HR advisor support is available if a question does come up.

Will switching to a PEO affect our staff's employment status?

No. Employees keep their same jobs, roles, and reporting structure. Under a PEO's co-employment model, we handle the administrative employer responsibilities (payroll, benefits, compliance) while you continue directing day-to-day client work.

Is a PEO relationship overkill for a smaller firm?

No. Many smaller firms use a PEO specifically to access benefits and hiring support that would otherwise only be available to much larger competitors. It's often smaller, growing firms that benefit most from leveling that playing field.

Let’s get to work

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HR that’s built for you.

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