Service 04
Payroll & Bookkeeping Services
Automated payroll, clean books, and QuickBooks setup so the back office stops consuming your week.
Overview
Payroll and bookkeeping are the two functions most likely to quietly eat an owner's time — and the two most expensive to get wrong. Filing deadlines are unforgiving, and a set of books that drifts out of balance takes far longer to repair than to maintain.
We can automate the full payroll cycle, handle the related federal, state, and local filings, and keep your general ledger reconciled month after month, so the financial statements you rely on are current rather than reconstructed at year end.
What this engagement includes
- Payroll services and related filings
- Bookkeeping and accounting services
- QuickBooks accounting, setup, and training
- Financial statement preparation
- Reconciliation of accounts
- Sales, use, and local tax filings
Questions we're asked
Payroll & Bookkeeping Services — frequently asked questions
Can you take over payroll mid-year?
Yes. We import year-to-date wage and withholding history from your current provider, verify it against filed returns, and pick up from the next pay date. Mid-year transitions are routine.
Do you handle Ohio local and school district withholding?
We do. Ohio's municipal and school district withholding rules catch a lot of employers out, particularly with remote or multi-jurisdiction employees. We map each employee to the correct jurisdictions and file accordingly.
Do I have to use QuickBooks?
No, but we know it well and it suits most small and mid-sized organizations. We can set up a new file, clean up an existing one, or train your staff to keep it accurate between our reviews.
How often will I see financial statements?
Most bookkeeping clients receive a monthly package after the close. If you report to a lender or board on a different cycle, we align the schedule to that instead.
Keep exploring
Other services from our firm
- 01
Tax Preparation
Individual, business, trust, and non-profit returns — filed accurately and planned for year-round, not just in April.
Read more - 02
Audit & Accounting
Audits, reviews, and financial statement services for non-profits, benefit plans, construction, and small business.
Read more - 03
CFO & Consulting
Fractional CFO, controller, and high-level advisory support — ongoing or for a single project.
Read more - 05
IT Consulting
Network design, backups, disaster recovery, and cyber safeguards from consultants who also know your books.
Read more - 06
Third Party Administration
401(k) plan design, documents, Form 5500, and compliance testing — kept current, kept compliant.
Read more
Free initial consultation
Let's talk about where you stand.
A short conversation is usually enough to tell whether we're the right firm for your situation. There's no charge for the first one.