Payroll & advisory
Payroll handled.
Growth planned.
Accurate payroll for your team plus CFO-style advice: budgets, cash flow forecasts and a clear plan for the year.
What’s included
Everything handled, start to finish.
Full-service payroll
Direct deposit, pay stubs and every payroll tax filing.
Year-end forms
W-2s and 1099s prepared and delivered before January 31.
New business setup
Entity, EIN, state accounts and bookkeeping from day one.
Cash flow forecasts
See the next 12 months before they happen.
Budgets & KPIs
Simple targets you can actually track each month.
Quarterly planning
A standing call to adjust taxes, pay and hiring plans.
How it works
Three steps. No stress.
01
Book a free call
Tell us what you need. We quote a flat monthly price.
02
Upload securely
Drop documents in your portal from your phone or laptop.
03
We handle the rest
Your CPA prepares, reviews and files. You approve and relax.
Included in Growth · $499/mo
Payroll for up to 15 people, everything in Business and CFO-style advisory.
See all pricing
FAQ
Common questions
Which payroll provider do you use?
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We run payroll on Gusto or QuickBooks Payroll, whichever fits your team.
Can you pay contractors too?
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Yes. Contractors are paid and their 1099s filed automatically.
Is advisory available on its own?
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Yes. Ask about a stand-alone advisory engagement on your free call.
Tax season is closer than you think.
Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.