Secure document upload

Send the four documents for your complimentary PEO analysis

Files are uploaded directly to encrypted, private storage — only Kim can access them. You'll get an email confirmation and Kim follows up within 1–2 business days with your full analysis.

Private, encrypted storage

Only Kim can access files

No cost, no obligation

Your info

Full name *Work email *CompanyPhone

Notes (optional)

Current CPEO payroll processing invoice

Most recent monthly payroll invoice from your current PEO.

Click to select files or drag and drop

Accepts PDF,PNG,JPG,JPEG,XLSX,XLS,CSV • up to 25 MB each

Monthly benefits invoice

Medical, dental, vision, ancillary, workers' comp — bundled or itemized.

Click to select files or drag and drop

Accepts PDF,PNG,JPG,JPEG,XLSX,XLS,CSV • up to 25 MB each

Full FT-eligible census with dependents

Name, DOB, gender, ZIP, salary, coverage tier for employees and dependents.

Click to select files or drag and drop

Accepts XLSX,XLS,CSV,PDF • up to 25 MB each

Current PEO benefit plan designs

SBCs, plan summaries, or benefit booklets for each plan offered.

Click to select files or drag and drop

Accepts PDF,DOCX,DOC,PNG,JPG,JPEG • up to 25 MB each

By submitting you agree to our Privacy Policy. Files are stored privately and only accessed by Blue Ocean Consulting for your analysis.