Give payroll a clearer place in the monthly close.
Payroll produces records that need to agree with the books and the bank. We can coordinate the bookkeeping handoff around approved payroll reports, accounting entries and questions for the responsible payroll provider or business contact.
What we can take off your plate
- Payroll report organization and bookkeeping entries within scope
- Payroll clearing and bank matching as agreed
- A record of funding, deduction or allocation questions
- A defined communication handoff with your payroll provider
What a clear working rhythm looks like
We begin with a conversation about your business, current records and priorities. Next, we agree the scope, responsibilities and document workflow. Once access and records are available, we work through the agreed tasks, track questions and prepare the handoff for review. You can see the next step and the person responsible for it.
We review the accounting handoff from approved source reports and surface differences. Changes affecting employee pay, payroll filings or employment obligations must be handled by the appropriately authorized parties.
What we need to get started
- Approved payroll summaries and relevant accounting reports
- Bank statements and clearing-account information
- The provider and business contacts responsible for approvals
- An agreed cutoff, review and escalation process
Scope, review and expectations
Your business and payroll provider retain approval of employee pay, payroll filings and provider-specific requirements. We agree the bookkeeping and coordination responsibilities before starting. We work with businesses and CPA firms across the U.S., Canada and Australia. We agree the document workflow and review responsibilities with your team and designated local professionals.
A practical next step
Tell us what is working, what is behind and what you need to understand next. A free consultation helps us discuss the records available and whether our support is a fit. We agree timing and responsibilities after assessing the work.
Questions worth clearing up.
Can you work alongside Gusto?
We can review the agreed Gusto reporting and accounting handoff. The available records and approval requirements determine the scope.
Do you approve payroll?
Not by default. Business approval and payroll-provider responsibilities must be explicitly defined.
Is payroll-tax advice included?
No. Jurisdiction-specific payroll-tax and employment advice require the appropriate professional or payroll provider.