Want to simplify your business? We can help you.

STREAMLINE CXO is based in Birmingham, Alabama. Our industry has been identified over the years by different acronyms such as PEO (professional employer organization) or ASO (administrative service organization) or more recently HRO (human resource organization).

We believe our company is not predetermined by our industry acronyms, but rather the work that we do. We are our clients Human Resource Partner / Manager / Department and our service is meeting our clients’ needs in the areas involving the “people side of the business”.

Our number one objective is to help our clients improve as an employer and maximize their ROI in human resource matters.

It is our goal and commitment to each business owner we work with that we will develop solutions for their business that will meet their needs. These solutions will be delivered with the level of service and quality our clients expect. To STREAMLINE CXO, this is what SIMPLIFYING BUSINESS means…

Mission, Vision, Principles


To serve our clients with integrity, commitment and innovation.


To be the clear choice for the solutions we offer.

Guiding Principles

Our Management Team

Joe Daniel — President


Joe has more than twenty-seven years of experience in working with business owners in the areas of group benefits and personnel administration.

In 2011, Joe founded STREAMLINE CXO. From 1997 through 2007, Joe served as Vice President and Director of Sales & Marketing for Better Business Solutions of Alabama, Inc., a locally owned entity operating as a Professional Employer Organization, or PEO. In 2007, as a growth strategy for the company, Better Business Solutions merged with a similar entity located outside of Alabama. Prior to 1997, Joe worked for over eight years with AmSouth Bank as Vice President and Trust Officer in the Retirement Plan Services division.

A graduate of the University of Alabama (C&BA -1986), Joe and his family live in Homewood where he is active in the community. Joe is a current board member for The Jimmie Hale Mission. He also is a member of and serves on the board for The Birmingham City Sales Club and is a past President of the Homewood City Schools Foundation. In addition to his board service, Joe is a member of The Monday Morning Quarterback Club and for the past eight years has served on the Business Development committee for the Birmingham Bowl (formerly BBVA Compass Bowl). Joe and his family are active members of Dawson Baptist Church.

Joe can be reached by dialing 205-870-1414 ext. 203 or emailing joe@streamlinecxo.com 


Tracy Cooper — Human Resources Manager


Tracy is an HR professional with more than a decade of HR experience dealing both in the private and government sectors.  Tracy’s previous work experience with Healthcare Business Solutions and the University of Alabama at Birmingham have allowed her to develop a strong knowledge of recruitment, associate resources, training and development, talent management, compensation and benefits, employment law, performance management, and leadership development.

Tracy holds a Masters of Public Administration with a concentration in Public Management and Planning, and a Bachelor degree in Human Resource Management, earning both degrees from the University of Alabama at Birmingham, as well as being a member of Pi Alpha Alpha Honor Society.

As an HR Professional, Tracy is an active member of Birmingham Society for Human Resource Management (BSHRM) and Society for Human Resource Management (SHRM), earning her SHRM- Senior Certified Professional (SHRM-SCP).

In addition to her professional work, Tracy is also an active citizen of the Birmingham community and is a member of the Junior League of Birmingham.

Tracy can be reached by dialing 205-870-1414 ext. 210 or emailing tcooper@streamlinecxo.com.


Kim Jackson — Director of Accounting


Kim has more than 20 years of experience in payroll and bookkeeping.

Kim moved to Birmingham in 1985 and worked for a large Birmingham-based accounting firm for more than 12 years. In 1999, Kim joined a local human resource outsourcing company and worked almost 11 years as Payroll and Accounting Manager and later as a Director. In 2009, she began working as the Director of Fiscal Intermediary Services for a company providing services to the State of New Mexico for their self-directed waiver program.  Then in August 2011, Kim started work at Streamline CXO.

Kim has served on the board of the Birmingham Payroll Association in the roles of President, Treasurer, Webmaster and Director. In September 2016, she was recipient of the Payroll Professional of the Year award.  She has been a member of the American Payroll Association since 1996.

Kim can be reached by dialing 205-870-1414 ext. 205.


Steve Umphrey — Director of Sales & Marketing

Steve Umphrey

Steve has worked in the Payroll and Human Resource Management Industry for over 25 years. He has engaged with a wide range of businesses, both small and large, helping business executives maximize their company’s potential while managing their risk. Steve has experience with companies in every stage of their growth cycle, from startups to well established companies – even several IPOs.

Additionally, during his career before joining Streamline CXO, he has worked in the Financial Management Industry, and has also invested in several small companies in the Birmingham area. He is a graduate of The University of Alabama CBA with a degree in Human Resources Management. A native of Birmingham, Steve and his family live in Vestavia Hills. They are members of Mountain Chapel United Methodist Church where he serves as Finance Committee Chairman.

Steve can be reached by dialing 205-870-1414 ext. 208 or emailing steve@streamlinecxo.com

Kelli Ives — Payroll and Benefits Administrator


Kelli has more than 8 years of experience in payroll and bookkeeping. She graduated from Mississippi University for Women with a degree in Business Administration and Management. Upon graduation, she worked for an accounting firm gaining experience in bookkeeping, payroll, payroll taxes, reconciliations, and income tax preparation.

Kelli is a member of the Birmingham Payroll Association and will be serving as the Statewide Conference Liaison.

Kelli can be reached by dialing 205-870-1414  ext. 206



Rhoshida Wilson — Payroll and Benefits Administrator


Rhoshida has over 13 years of experience in payroll and payroll tax administration. Rhoshida moved to Birmingham in 1996 to attend University of Alabama at Birmingham. In 2000, she joined a local human resource outsourcing company where she worked for over 9 years as Payroll Coordinator. She then became a Payroll Coordinator for a large staffing company where she was responsible for processing payroll for more than 1500 employees. Rhoshida’ s experience in multi-state payroll processing and new hire orientation enable her to excel in her current role for STREAMLINE CXO.

Rhoshida is a member of the Birmingham Payroll Association.

Rhoshida can be reached by dialing 205-870-1414 ext. 207


Shawn Smith — Human Resource Consultant


Shawn has more than 20 years of comprehensive human resources experience. Shawn is a graduate of Samford University and a 36 year employee of O’Neal Steel, Inc. where he recently retired as VP Human Resources. Shawn managed the Human Resources function for O’Neal for 23 years where he was responsible for human resources strategy, policies & procedures, labor and employee relations, performance management, organizational development, recruitment & retention, succession planning, compensation, training, regulatory compliance and litigation management.

In addition to his past management duties with the O’Neal organization, Shawn is a former member of the board of Project Corporate Leadership, a leadership initiative of the Birmingham Area Chamber of Commerce, the Advisory Board for the Jefferson State School of Manufacturing Technology, a former Board Member of the Alabama Profit Sharing/401(K) Council and a past member of the Benefits Committee for the U.S. Chamber of Commerce headquartered in Washington DC.

Shawn is currently serving as a Board Member of the Vulcan Park & Museum Foundation and the Industrial Health Council.

Shawn can be reached by dialing 205-870-1414 ext. 204