01
Bookkeeping
Monthly close, reconciled accounts, and statements you can read in five minutes. Every transaction recorded, every month.
Services
Payroll
Your team paid on time, every pay run recorded in your books, and payroll tax returns filed before they are due.
What’s included
Payroll and its taxes, in one place
Run by licensed CPAs who know your industry, on one accounting rhythm with the rest of your books.
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Pay runs
Employees paid on schedule through the payroll provider you already use, or one we set up with you.
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Payroll in your books
Every pay run recorded in your books — wages, withholdings and employer taxes — and reconciled to the bank.
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Payroll tax filings
Quarterly and annual federal and state payroll tax returns, with deposits tracked so nothing is late.
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Year-end forms
W-2s for your employees and 1099s for your contractors, prepared and filed at year-end.
How it works
From the first pay run to the year-end forms, with the same team that keeps your books.
Setup
We review how you pay your team today and connect your payroll provider to your books. If you don’t have a provider yet, we help you choose one and set it up.
Every pay run
Each payroll is recorded in your books — wages, withholdings and employer taxes in the right accounts — so payroll costs are always current in your statements.
Filings and year-end
We prepare and file the quarterly and annual payroll tax returns, and at year-end the W-2s for your employees and 1099s for your contractors.
Who it’s for
For businesses with employees, contractors or both.
Small business owners who pay a team and would rather not track payroll deadlines themselves: contractors, studios, clinics, restaurants, shops and service firms.
It fits best when you want payroll handled by the same team that keeps your bookkeeping and prepares your tax filing, so the numbers agree everywhere.
Questions
Can I keep my payroll provider?
Yes. We work with the providers small businesses use most, including ADP, Paychex, Gusto and QuickBooks Payroll. If you don’t have one yet, we help you choose and set one up.
Which payroll tax returns do you file?
Federal quarterly and annual returns (Forms 941 and 940) and the state payroll tax and unemployment returns where you have employees.
Do you file 1099s for my contractors?
Yes. We collect W-9s through the year, so at year-end we prepare and file 1099-NEC forms for the contractors who need one and send each of them a copy.
Do you need to keep my books to run payroll?
No, but it helps. When we keep your books, every pay run lands in them without anyone re-entering it.
All services
One accounting rhythm
Bookkeeping, payroll, financial statements and tax filing work best together, from one team that knows your business.
Learn more
02
Financial statements
Clear insights into your business performance. Understand where you are and where you're heading.
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Tax filing services
Federal and state returns for the business and its owners, planned through the year so nothing arrives as a surprise.
04
Payroll
Your team paid on time, every pay run recorded in your books, and payroll tax returns filed before they are due.
Get started
An accounting partner built to last
Tell us about your business. Within one business day you will have a clear scope, a fixed monthly fee, and a start date.