Efficient platform enables PEOs to instantly “bolt-on” and profit from additional tools and services to easily help your HR clients.

Business Owners · Start-Ups · Growing Companies · Non-Profits

They are our customers and they need all the help they can get.

That’s where you come in…

It may seem that our software competes with Professional Employer Organizations. However, when they started using our software templates themselves to write job descriptions, employee policies, safety procedures, etc. for their clients, life got easier and sales took off!

Business owners often like to do things themselves, but the very things that make their businesses unique, can also create some problems… that’s where you come in.

You’re an industry expert and you’re familiar with their needs. While they’re using our software to handle a variety of business projects, they often want a professional to help with or to review their work, offer additional advice, address unique circumstances, and introduce them to important contacts.

More good money-making opportunities for you.

Why we like PEOs so much!

  1. You “get it” about the importance of compliance, policies, procedures, and doing the math
  2. You understand the “realities” of business, not “magical thinking”
  3. You can further support our customers with hands-on help
  4. Hopefully, you’ll recommend Business Power Tools to your other clients

Today, PEOs can use our hundreds of organized business software templates to expand your practice, demonstrate to new clients how much more you offer, remotely collaborate with clients everywhere, and even streamline managing them through a unified interface. And we’ll even send you more clients.

Keep clients longer… Make more money… And streamline your process.

Now you can demonstrate how much you can do.

And how easily you can work together — especially remotely.

What if you could easily and profitably…

  • Amplify your services portfolio and increase your value proposition.
  • Add new capabilities to rejuvenate old client relationships.
  • Differentiate yourself in the PEO marketplace.
  • Add $2,500 – $10,000 recurring revenue per month per client.
  • Participate in client business planning to stay close to the principals.
  • Save time educating clients as they work with you.
  • Access client projects and collaborate from anywhere / anytime.
  • Get referrals from more clients right when they need your help.
  • Rebrand this white-labeled platform and promote as your own.
  • Monetize leads you may otherwise dismiss.
  • All of the above!

What do your clients need next?

Our system is best suited to startups needing structure and companies needing processes to grow to the next level. Depending on where your clients are now and what you’ve done with them so far, how might you support them next? They might say:

  • I need capital to expand… I can help you develop or update your business plan.
  • My employees don’t know what to do… Do you have good job descriptions?
  • I’m afraid to fire this guy… Let’s review your employee policies and handbook.
  • I must increase sales… Do you have a good selling strategy, customer service?
  • My marketing is all over the place… Do you need a new strategy? PR?
  • My company culture needs work… Let’s review your policies, procedures, and values.
icon 30 year business planning software expertise

30+ years of proven software and content experience

Used our software before? You’ll be excited to see how it’s evolved today.

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Modern design with easy-to-use navigation and controls manages all content to help you organize, simplify, and systematize your clients’ businesses

This video shows how easy it is to access and use the variety of digital tools now at your fingertips

Click the screen above to see how this system automates routine projects.

Click Here for Full Access to the Dashboard — No Credit Card Required

Tom Justin business management consultant“I’m a seasoned business consultant and coach. I have a specific skillset that I bring to a number of SMEs, but I spend too much time prospecting and selling. I always wished I had some kind of sensible system that I could use to easily demonstrate what I can bring to my clients and make it easy for them to see that I clearly offer more than anyone else. Now, I can even offer my current clients more — beyond my original scope, yet well within my capabilities… And continue our consulting relationship indefinitely.”
~ Tom J., San Diego, CA

insurance sales producer review business plan software template“I am writing to you today to express my appreciation for the use of your products over the years. Your technology in this complicated area of business planning, regulatory, HR and safety, and financial monitoring is crucial to the success of a budding business as they begin, and then begin to climb towards outside investment. I am a retired insurance CEO that now consults and mentors young entrepreneurs who aspire to follow in my footsteps. The last two projects are now producing over $1 million in revenue per month, and both are less than two years old. I operate in the micro-niche space of insurance programs. This space takes the carrier out of control and places that control in the hands of these young impresarios steeped in technology, but without the tattoo of years of experience on their resume. That’s what I bring to the table, along with my intellectual property and business relationships with insurers and global reinsurers.

I tell them as a coach, quoting Muhammed Ali, “it ain’t bragging – if you can back it up.” These kids have great spreadsheet skills, but it is the fine print and government regulations that harbor the “gotchas” that sink investor presentations. And this tactic is a favorite with venture capitalists as they “sift fly spec out of pepper” when it comes to which pitchman has the execution skills to keep their investment from sinking into a regulatory pit of quicksand. Your tool is my favorite “go-to” tool, and I recommend it strenuously to my clients; if they whine or discount its value, I second guess my involvement. Because I am a major long-term investor in their success – if they don’t grow and hit each milestone on target, I have wasted my time. And I’m too old to be drilling dry holes.

Let’s continue to talk about how we can conspire to broaden the use of your products to buttress my investments in these new ventures, and I believe customization is a place to start.”

Daniel W. Crandall, CIC, ARM
President and CEO, Fernandina Beach, FL 32034
Mbl: 208-781-2097 | [email protected]

“I’ve used your services for many years and always found both the products and your customer support to be excellent. Thanks and keep helping others.”
~ Gerald (“Jerry”) K. Beckmann, Lantana, TX

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Get your PEO in front of those entrepreneurs and business owners looking to outsource their HR, payroll, and compliance. Meet Bruce Silver, long time PEO owner and supporter. Peo-Quote.com

Now updated and integrated into 3 major areas of your business.
Seamless and secure online platform leverages your knowledge and connection with clients.

Your Own Customizable Premium Consulting Services Delivery System

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Strategic Planning, Start-Up and Growth Funding

Start / Finance / Grow Efficiently

  • Featuring BizPlanBuilder 2022 with everything to write a business plan for Investors, Lenders, and Partners
  • Multiple Financial Models Project Revenue, Costs, Profits, Valuation
    • Customizable Excel models
  • “Elevator” pitch worksheet
    • Proven Investor Presentation Deck
  • Funding Resources
  • CRM: Advisors, Vendors, VIPs
    • Tasks, Events, Promos, Proposals
  • Includes Stock Options Templates
    • Shareholder & Options Tracking
  • Corporate, LLC Docs
    • Board Minutes
  • Finance & Collections docs
  • Videos Explain All Concepts
  • “Handbook of Business Planning”


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Marketing, Public Relations, Sales and Social Media

Everything to Grow Sales

  • Featuring Marketing Builder strategic plan template prioritizes tactics
  • 30+ Calculators do the math for you
  • Branding / Creative Development Worksheets
  • CRM: Advisors, Vendors, VIPs
    • Tasks, Events, Promos, Proposals
  • Public Relations / Media Management with PR Calendar & Calculators
    • Get free promotion in the media
    • 20+ Press Release Templates
    • Comprehensive PR Tutorial
  • Website Testing Tools
  • Sales Proposal Builder
  • Sample Sales & Reseller Contracts
  • Prospecting & Appointment-Setting
    • Scripts, Emails, Letters
  • Sample Customer Service Responses


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Employee Policies and Procedures Handbooks

Organize & Manage Your People

  • Featuring Employee Manual Builder 2022 with 200+ professionally scripted sample Policies and Procedures templates
    • Compliant State x State
  • OSHA Safety Training Manual
    • Injury & Illness Prevention Plan w/ 161 Safe Work practices
  • 700+ Sample Job Descriptions
    • Interview Questions & Templates
    • Candidate Evaluation Worksheets
  • Hiring & Onboarding Correspondence
    • Employment Agreements
  • CRM: Advisors, Vendors, VIPs
    • Tasks, Events, Promos, Proposals
  • Security Policies & Procedures
  • Discipline & Termination Documentation
  • “Manager’s Procedures Guide” +
  • “How to Avoid Ruinous Litigation”


New “All-In-One” system saves time with real-world templates
to maximize client engagement and results

We baked-in everything most consultants told us they wanted…

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The Most Templates and Tools in One Workspace

All Apps Work Alike and Together

  • Almost ZERO Learning Curve!
  • Does the Job of Hundreds of Apps — Without Wasting Your Time Learning to Use Each and Every One
  • Easy-to-Use System Enables You to Complete Critical Projects Quickly
  • All Tools Are Built On the Same Platform — Ongoing Updates Included
  • Click From Project To Project — Each Works Just as You’d Expect
  • Mindfully Curated, Developed and Evolved Over 30+ Years
  • Edited By a Former Sharper Image® Catalog Copywriter
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Everything is Fully Customizable

Your Business Your Way

  • Private Label — Insert Your Own Branding / Image / Logo
  • Include Your Slogan (255 characters)
  • Customize Any / All of the Templates
  • Upload Your Own Content / Create New, Re-Usable Custom Templates
  • “Priorities” Lists for Every Area
  • Excel-Based Calculators Do / Show All the Math for Better Decisions
  • Insert Your Preferred RSS Feeds
  • System Keeps All Documents Secure & Organized for Easy Access
  • Serves as a “Secure Data Room” Expedites Future Due-Diligence
Business Power Tools dashboard

Include as Many Team and Advisors as You Want

Secure Collaborative Workspace

  • Research Proves that Teams Buy-In to What They Help Create
  • Remote Work Empowered — Perfect for All Team Members, Advisors, Employees, and Investors to Collaborate, Contribute, or Review
  • For Now, Just +$1 / Month Each
  • CRM System Included Tracks VIPs, Projects, Campaigns, Proposals, Events
  • You Have Complete and Secure Control Over Everything Anyone Can Access
  • App by App — Each with Admin, Edit, or Read-Only Privileges
  • Consultants Save Time With Clients

michael gerber e-myth aithor recommends bizplanbuilder business plan software template excel“The customizable encyclopedia of everything you need to know about your business… but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author

Rob Kramarz intelliversity review bizplan bizplanbuilder business plan software template excel“Now I can recommend a standardized financial proforma that all of my clients can use. BizPlanBuilder’s financial model has just the right level of detail (without too much!) in the same format every time, eliminating the crazy-making submissions from so many amateurs I used to get.”
~ Robert Steven Kramarz, Investor, Author, Executive Director, Intelliversity The Funding Academy for Innovators – Led by Investors

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There is a transition in every company from a “seat of the pants” kind of entrepreneurial company to a “process driven” mechanized one… The reality is that you need to standardize many things in a company if you’re to scale quickly…”
~ Mark Suster, entrepreneur turned VC at @UpfrontVC

Contact Us for Your FREE
“PEO” Subscription

Full Ongoing Access to the Business Power Tools System
Use it for Your Own Business

Private Label It — Add Your Logo and Slogan

Show it to Clients and Prospects to Demonstrate Your Additional Capabilities
Enjoy Your New Money-Making Tools

Fyi… Here is our Subscription Pricing page

Please Give Me My FREE Subscription

Business Domain Emails Only (Sorry, no AOL, Gmail, Hotmail, MSN, Yahoo, etc.)
One Free Subscription per Firm

While we share 30% of the revenue with you…
The BIGGER opportunity is in the money you can make
implementing and managing all the projects this dashboard enables.

We have a number of consultants doing exactly that.

With everything in one place, a consistent interface makes managing multiple clients easy.
Use the “visual” of the dashboard to show current and potential clients what you can do for them.
And how different from other consultants you are.
Its collaborative nature makes it perfect for remote consulting.

Test this simple email with your PEO clients

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Just fill in their name, edit your way, and send

Here’s an example of what we do, it’s a fully customizable template with content we do our best to design to inspire you with what to say so you can edit and use it for yourself.

Subject line ideas:

  • Call me about new software tools you can use for your business
  • Let’s talk about some new ideas for growing your business
  • I’ve found some new tools to build your company
Hi [first name],

Last time we met, we discussed a few things your business needed / you wanted to do with your company.

I’ve recently added to / expanded the scope of PEO business with some new software tools to further help you build your business:

  • Plain-English business contract templates
  • Business plan for strategic planning and/or raising capital
  • Marketing strategy to prioritize and budget your best options
  • PR/Media plan and press releases for free media exposure
  • Employee policies & procedures handbook
    • Supplement our Employer Practices Liability Insurance (EPLI)
    • Reduce your Worker’s Comp costs
  • Job descriptions clearly defining what your people should be doing
  • Employee record-keeping system
  • OSHA-compliant safety training manual
    • Put this in place and you can save on your insurance premiums
    • We need to keep your employee safe and OSHA out of your back pocket
  • Save cash and compensate your key people with stock options

I’d love to show you all of these new capabilities at your earliest convenience. I can immediately help you to configure and put in place any / all of these things.

Please feel free to contact me directly and schedule a time to show you how I can economically help you to further build your company.


[Your name / signature block here]

“The tools you offer through your site are invaluable to consultants both old and new.
What you offer is something unique, interactive, and educational.
It takes some of the leg work off of the consultant and can be one of the most valuable tools in his or her toolbox.”

~ David Kulawiak, Risk Management Specialists, Evanston, IL, DavidKConsulting.com

“As former president of the Connecticut Chapter and active national director of the 8,000 member Turnaround Management Association, I’ve been using BizPlanBuilder in my successful consulting practice since our first conversation 15 years ago. It’s fantastic!”
~ Stephen A. Oster, The Oster Group, Inc., Greenwich, CT

“I have used both Business Plan Pro and BizPlanBuilder in my past management positions. With all the so-called sample plans in Business Plan Pro, it’s easy to think you have the final product. You really don’t — it’s not really that user friendly especially if you are not comfortable writing the narrative. Instead, with BizPlanBuilder, it’s much easier for me to help a client develop a professional business plan that I don’t have to entirely rewrite.”
~ Sajata Strong, Area Director, Clark Atlanta University SBDC, School of Business Administration, Atlanta, GA

“Just a note of thanks and appreciation for dealing with you over the years. I have found your software to be unique, easy to use and very helpful in my practice. Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA

We will even refer you to our subscribers

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Click to Visit the Business Advisors Directory page

Here’s how to get your free listing in our Expert Referral Network


“It costs me a fortune in time and effort to find, schmooze and sign on a new client. Business Power Tools’ customers are made to order… and they’re ready to work with me. Plus, I’ve got the software these people are using, so I’ve got an advantage over most other consultants. It’s the least expensive marketing investment I can imagine.”
~ Dick Fisher, President, Business Loss Prevention Group


As this gathers momentum, we plan to charge $37/ mo => BUT, for now, we want to add you to the network so hurry and get in while it’s FREE!

Click to Join our Business Advisor Referral Network

Frequently Asked Questions

Do you have expertise in a specific industry?

We’re looking to develop industry-specific templates

Contact us if you’d like to partner with Business Power Tools to create a custom business dashboard loaded with industry-specific templates.

Should my clients subscribe, OR better to subscribe for my clients ?

Include the dashboard in your client engagement…

For control, we recommend subscribing for your clients

To engage more clients in longer-term, more lucrative projects, provide each client with their own subscription.

Within the subscription, you, your clients, and their team have private, secure access to the entire BusinessPowerTools system online.

As the system Admin, you set up their subscription and control who on their team has Admin, Editing or Read-Only access to each of their apps.

  • Include the subscription, bury it within your fees
    we rebate you 30% of our prevailing subscription rates on all referred software and/or subscription sales.
  • Assure payment: If/when your client engagement ends, and when you are satisfied with payment for your work,
    you can enable Admin access to your client.
  • Replace your credit card with that of your client.
    You continue to earn 30% on their subscription!

Add yourself to our Affiliate Referral Partner Program to create subscriptions that make you money:

Click Here to Join our Referral Partner Revenue Share Program

Does each client require their own subscription?

Yes, each client requires their own subscription

“Is it possible to create various business plans with the same subscription or do I need to buy more for different business ideas as it is common with some other online business plan tools?”


You can develop as many projects for yourself as you want with just one account.
If you want to collaborate, you can add as many additional users as you need.

If you are creating plans and documents for clients and you want to collaborate with them, you can give them access…

But first you must understand how the dashboard and its security works.

Otherwise, if you give one client access to the Business Plan tab, for example, you give them access to all business plans.

Security and the assumption we made…

Think of it this way: You have a castle with a wall and a moat all around it. You control who gets in. Inside you have 3 kingdoms:

  • Business Planning & Funding
  • Marketing, PR, Sales, & Social Media
  • Management Policies & Procedures

Once inside, authorized users can be given access to any or all of the 3 kingdoms.

Depending up on how you want use the system, you can have multiple companies within the castle or each company has its own castle. With multiple companies in the castle, everyone with access to the business plan, for example, will have access to all of the business plans. This is great to enable the CFO to access the business plans of an organization with multiple business entities. For a consulting practice, it would be better to have each company in its own castle, keeping other clients out.

Security is built around the subscription to protect all of a subscriber’s dashboard assets and enables managing all of their apps and templates from the “My Account” control panel at the top of the dashboard.

All of Planning, Finance, HR, Legal, Management, Marketing, PR, Procedures, R&D, Sales… belong to one subscriber.

We presume that all those invited to collaborate or view belong to or work for that subscriber / client / company.

Next, we give you control of who has what kind of access to specific sections. Within each subscription you can add as many people as you want, while controlling which sections they have access to and whether or not they can just read it (read only) or have editing (read/write) capability.

ex: Certain employees could have access to the business plan, employee policies handbook, and safety procedures, but set to read-only. The HR manager would also have read/write privileges for the HR section, but perhaps not the marketing plan…

This way everyone working for a company can contribute and/or be made aware of all things specific to that company / client. Finally, the left hand knows what the right hand is doing and they can work together!

So, if it’s just you writing a business plan, you can write as many as you want because you have secure access to all of them. If you are developing multiple business plans for multiple clients, the way to keep them separate and secure is to open a new subscription for each client company, and their respective teams and advisors can be given controlled and secure access.

If a plan is for different clients requiring access for collaboration / review, each would require their own subscription.

As you might imagine, it’s very complicated to try and replicate another layer of security around each individual section just to control who has access to individual docs within a section. Instead, we made the system more economical and secure to handle everything within a single subscription.

(Walking Dead fan? Imagine building a really good wall around the village keeping the zombies out vs. adding another set of walls around each house in the village, and leaving the main gate open…)

We think you’ll find the subscriptions reasonable and managing users very easy.
You can be confident that your clients are assured that no one outside their company can get anywhere near their data!

Given all the tools available, we believe that you’ll enjoy and excellent ROI on your client subscriptions and gain many advantages for landing and managing clients, and serving them well!

Secure Collaborator Control Panel business web app

Easily add / change access permissions from this simple and

secure Collaboration Control Panel

These tools have worked for many business advisors like you


Here’s what other coaches and consultants say:

“Iown a full service Advertising Agency in NH. I use several of your products on a regular basis. We use Employee Manual Maker and Employee File Builder for HR, Agreement Builder to build many of our agreements with long-term clients, customers, and vendors, MarketingBuilder to build the templates to many of our marketing, advertising, and public relations plans, and BizPlanBuilder to build our business plan and corporate structure.

You don’t have to be new to business to use these plans. I’ve been in business for nearly 25 years, and I find these programs every bit as useful now as I did when I was learning as a new business owner. I maintain my upgrades because there is always new and better information supplied in the programs.

These guys know EXACTLY what they are doing, and how to do it. I had one situation where BizPlanBuilder came in unbelievably useful. I was hired by a small record label in Tampa, FL to put together a business and marketing plan for them to use to raise $350,000 in capital for their company. I was also hired to make the presentations to potential investors. Using both BizPlanBuilder and MarketingBuilder, I created the needed presentation.

My first appointment was with seven Tampa Bay Buccaneers interested in investing. After making my 35-minute presentation, I was unable to raise the $350,000 the record label wanted to raise. These seven men wrote checks totaling $575,000! Super Bowl thanks to you for creating such a fantastic software package. I use several of their products regularly in my business. I wouldn’t even try to expand my business without them.”
~ James J. Albion, President, ZMJ Enterprises, Marketing & Advertising Agency, Dover, NH, www.zmjenterprises.com

“Even for experienced managers it’s an excellent way to organize new ventures and bring out [winning direction].”
~ R. Bradley, Int. Info. Assoc. Inc., Yardly, PA

“Very well constructed. Meets client needs.”
~ John Young, Business Consultant, Sacramento, CA

“What I’ve been looking for in the last year! Thank you.”
~ Larry Ballard, Consultant, Litchfield, IL

“My client secured a $142,000 SBA loan using your software!”
~ Bill Bishop, America Design, Atwater, CA

“Great tool for facilitating a business planning session.”
~ Tom Pooton, Current Concepts, Eden Prairie, MN

“I bought BizPlan primarily for the financials. They will be extremely helpful to me in setting fees.”
~ Paul Rock, Business Performance Specialists, Knoxville, TN

“The BizPlan Builder is clear and easy to use for individual clients and groups.”
~ Robert Davis, Julius and James, LTD., Springfield, IL