Matthew Berkowitz

Pioneer
DISC Type : Dis

Founder & Principal Consultant at AllSet PEO Consultants

United States

Overview

Matthew Berkowitz is the Founder and Principal Consultant at AllSet PEO Consultants, where he helps small and mid-sized businesses navigate the PEO landscape. A graduate of New York University, he leverages his experience from firms like ADP and G&A Partners to optimize HR and benefits for his clients. Colleagues describe him as having a stellar work ethic, being detail-oriented, and honest.

He is interested in mathematical principles for decision-making, such as the Optimal Stopping Problem.

Personality Overview

Dynamic But Sincere

Friendly But Fast

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

PEO Cost Analysis
His entire consulting practice is built around helping SMBs compare PEO costs, analyze value, and avoid overpaying for services and benefits.
Workers' Comp
He has highlighted the value of specialized PEOs for industries like manufacturing and construction to secure better rates for Workers' Compensation coverage.
Senior Living Operations
He has shown interest in the operational challenges facing the senior living industry, particularly regarding high employee turnover and rising labor costs.

Media Appearances

Matthew has no verified media appearances

Work History

9-2025
Founder & Principal Consultant at AllSet PEO Consultants
1-2024 - 9-2025
Business Advisor at G&A Partners
2017 - 2018
Account Executive at CoAdvantage
2014 - 2017
Major Accounts District Manager / Account Executive at ADP, LLC
2013 - 2017
Sales Executive – Fintech & Proptech SaaS at Various

Education

2003 - 2007
Bachelor of Arts from New York University
1999 - 2003
High School from Susan Wagner High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : United States Job Level : Leadership Designation : Founder & Principal Consultant at AllSet PEO Consultants
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Showcase existing customers and use case-studies to grab their attention
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Matthew

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are generally fast movers and can take quick decisions
  • Can Matthew take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Matthew

Personality Compatibility


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