
Process Overview
Our Payroll Process
and Frequently Asked Questions
We make payroll easy — whether you’re switching providers, just getting started, or cleaning up a past mess. Here’s what to expect when you work with us:
Let’s talk — on the phone or in person.
We’ll assess your current payroll setup (or help you build one from scratch), including:
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Your pay schedule and frequency
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Number of employees or contractors
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Existing payroll issues or IRS concerns
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Any add-ons you need, like timekeeping or HR support
You’ll receive a personalized quote based on your business’s unique needs.
Schedule Your Free Consultation
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SERVICES
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Sign Agreement & Provide Basic Info
When you're ready to move forward, we’ll send a simple payroll service agreement. Then we’ll gather:
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Your Federal Tax ID (EIN)
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Business banking details
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Year-to-date payroll history
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Any necessary authorizations
We keep this part fast and secure — no unnecessary steps.
If you’re running payroll for the first time, don’t worry — we’ll take care of:
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Registering your business for state payroll tax accounts
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Setting up a payroll system that fits your workflow
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Configuring any extras like timekeeping or HR
We're experts in helping new employers get started the right way.
New to Payroll? We’ve Got You Covered
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Frequently Asked Questions
We offer fully managed payroll services, including payroll processing, direct deposit, tax withholding and filing, W-2 and 1099 preparation, new hire reporting, and more.
Yes. We handle all federal, state, and local payroll tax filings and payments, ensuring compliance and timely submissions.
Each client is assigned a dedicated payroll specialist who reviews and verifies each payroll. Our system also includes multiple layers of checks and compliance safeguards.
Absolutely. We’re happy to coordinate with your accountant, bookkeeper, or HR team to streamline processes and ensure consistency.
You’ll have a dedicated specialist who knows your business and is just a phone call or email away — no call centers, no long wait times.
Yes. We offer secure direct deposit for employees, as well as printed checks and pay stubs if needed.
Yes. We guide new employers through the payroll process and register for payroll tax accounts on your behalf. We’ll make it easy and stress free.
Definitely. We specialize in working with small and mid-sized businesses and tailor our services to meet your specific needs.
Getting started is easy. Contact us to schedule a free consultation, and we’ll walk you through the onboarding process.
We work with a wide range of industries, including retail, healthcare, professional services, construction, and more.
To finalize setup, we’ll collect:
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W-4 forms and payment preferences from each employee
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Direct deposit details (if applicable)
Once complete, we’ll:
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Process payroll on your schedule
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Handle all tax deposits and filings
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File your quarterly payroll tax returns — on time, every time
Employee Info & First Payroll Run
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SERVICES
At year’s end, we close the loop by:
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Issuing W-2s for your employees
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Filing all required year-end payroll returns
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Answering any questions you or your team might have
It’s payroll made personal, and built to stay compliant.
Year-End Tax Filing & W-2s
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