Your HR Partner

Benefits and Open Enrollment

Confirm plan details, key dates, and eligibility rules, then line up notices and employee messages. Use the checklist to organize tasks by audience, channel, and deadline, so enrollments move smoothly and records stay accurate.

HR and Employee Data Audit

Verify employee profiles, tax forms, classifications, and PTO balances, and close out terminated records. Clean data makes payroll, benefits, and reporting faster, more reliable, and easier to manage next year.

Workers’ Comp and Safety

Review incident logs, training completion, and return-to-work plans, and prepare documentation for carrier audits. Confirm job classifications and payroll estimates to help keep premiums aligned with your actual risk.

Strategic and Financial Planning

Assess what worked, where you lost time, and what to improve, then align budget, headcount plans, and policy updates. Build a simple calendar for next year and share it with stakeholders, so everyone starts on the same page.

HR That’s Flexible, Scalable, And Human

With CoAdvantage, you get:
• Payroll you don’t have to babysit
• Clear, personal compliance support
• Benefits your employees value
• Local HR experts who know your business
• More life in your work, less work in your life

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OUR SERVICES

What We Cover While You Focus on Growth

As a professional employer organization (PEO), we can help you trade the paperwork and complexities for expertise and enterprise-level services.

Payroll Management

We accurately process employee wages, taxes, and deductions, and we scale to the pace of your company as you expand.

Employee Benefits

You’ll have affordable access to Fortune 500-style health, dental, vision, and retirement plans to help you attract and retain top talent.

Risk and Compliance

Forget the red tape. We’ll guide you through proactive risk mitigation and support for federal, state, and local compliance regulations like FMLA and workplace safety.

HR Technology

Our secure, all-in-one HCM platform manages time tracking, employee data, and onboarding workflows so you don’t have to.

HR That’s Flexible, Scalable, And Human

With CoAdvantage, you get:
Payroll you don’t have to babysit
Clear, personal compliance support
Benefits your employees value
Local HR experts who know your business
More life in your work, less work in your life

OUR SERVICES

What We Cover While You Focus on Growth

As a professional employer organization (PEO), we can help you trade the paperwork and complexities for expertise and enterprise-level services.

Payroll Management

We accurately process employee wages, taxes, and deductions, and we scale to the pace of your company as you expand.

Employee Benefits

You’ll have affordable access to Fortune 500-style health, dental, vision, and retirement plans to help you attract and retain top talent.

Risk and Compliance

Forget the red tape. We’ll guide you through proactive risk mitigation and support for federal, state, and local compliance regulations like FMLA and workplace safety.

HR Technology

Our secure, all-in-one HCM platform manages time tracking, employee data, and onboarding workflows so you don’t have to.

OUR IMPACT

Client Success Stories

Here’s a sampling of real results from real businesses that have benefited from partnering with CoAdvantage.

Solutions For Unique Compliance Challenges

Naples Cruise Line, FL and TN Running a cruise line comes with unusual challenges for compliance, from maritime law to multi-state regulations. With CoAdvantage as a full-service HR partner, owner Jenny Gezella has benefits management, onboarding, and compliance handled without the hassles. This allows her to focus on guest experiences, fleet expansion, and growing her brand.

The Solutions Story

A Lasting Partnership That Yields Cost Savings

Transcend Information Inc, CA and MD Senior HR Executive Liliana Herbert had worked with other PEOs that got payroll done but fell short as true HR partners. She wanted a team who understood her company’s needs and could simplify HR processes. Since partnering with CoAdvantage in 2019, Transcend has gained cost savings, better benefits, responsive service, and a seamless onboarding experience.

The Savings Story

Growing While Keeping the Small Business Touch

Ace Hardware, FL HR red tape and time-consuming paperwork was taking owner Jim Stoner away from his customers. CoAdvantage stepped in to manage compliance, benefits, and hiring. This cleared the way for him to expand to new locations, while offering the excellent service his company was known for. Now, his team enjoys reliable payroll, great benefits, and a positive work environment.

The Service Story

What should be included in a year-end HR checklist?

A strong year-end HR checklist covers compliance and tax filings, benefits review, employee data audits, workers’ comp, and planning for the year ahead. Each section helps ensure accuracy, compliance, and efficiency. Our checklist organizes every step into an easy-to-follow resource that helps HR teams finish strong and start fresh.

Why is year-end such a busy time for HR?

Year-end means wrapping up payroll, benefits, and compliance—all while preparing for next year. It’s a demanding season that requires precision and planning. Our checklist helps you stay organized, compliant, and ready to take on what’s next with confidence.

How early should HR teams start preparing for the year-end task?

Start planning early in the fourth quarter to stay ahead of tight deadlines and reduce stress. Early preparation allows time to audit data, verify compliance, and finalize filings. Our checklist helps HR leaders stay proactive, not reactive.

What HR compliance tasks should be completed before year-end?

Complete all payroll and tax filings, distribute W-2s and 1099s, confirm ACA compliance, and verify worker classifications. These tasks protect your business from costly errors. Our checklist makes it easy to stay compliant every step of the way.

How can HR ensure accurate employee and payroll data before year-end?

Conduct a full data audit to confirm employee information, PTO balances, and performance documentation. PEO technology simplifies this by centralizing your HR and payroll data. Our checklist breaks it down into simple, actionable steps.

What role does workers' compensation play in year-end HR planning?

Reconciling workers’ comp premiums, reviewing safety reports, and checking for refunds should all be part of year-end prep. Many PEOs, including CoAdvantage, simplify this process with built-in coverage and safety support. Our checklist helps you protect your people and your business.

How can a PEO help with year-end HR tasks?

A PEO takes the complexity out of year-end by managing payroll, benefits, and compliance. They provide expert support, easy-to-use tools, and peace of mind. Our checklist highlights how partnering with a PEO keeps your HR running smoothly year-round.

Is the year-end HR checklist free to download?

Yes! The CoAdvantage Year-End HR Checklist is completely free to download. It’s your go-to resource for saving time, staying compliant, and starting the new year strong.

HOW WE DELIVER

Why Choose CoAdvantage

Dependable, Responsive Service from HR Experts CoAdvantage takes the ‘human’ in Human Resources seriously. Our knowledgeable team is here to guide you through all the complexities of HR.

Enterprise-level Services, Scaled to Your Business Get access to the HR, benefits, and compliance support of Fortune 500 companies, with competitive rates that work for small businesses.

Improve clarity When all the tasks associated with HR are being handled by one partner, your team is free to focus on growth, not paperwork.

Nationwide Reach with U.S.-Based Support We serve clients in all 50 states with dedicated, U.S.-based HR professionals who understand multi-state complexity and provide responsive, personal support when you need it most.

FREE CONSULTATION

Ready To Find Your HR Fit?

A free consultation with one of our experts will provide answers to all your questions, and get you on the way to a simplified, reliable, and customized solution to your HR challenges.

Talk to an HR Expert

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