Areas of Practice
Payroll
Why we outsource payroll — and why you should too
We’ll be honest with you: outsourcing payroll is simply the smartest move a small business can make. The payroll industry has evolved fast, consolidated heavily, and the result has been a massive win for clients. Specialized payroll companies now offer more features, more compliance protection, and lower costs than any small firm could ever match. We don't pretend we can do payroll better than the companies that spend every waking hour perfecting it—and we’re totally fine with that.
Let us help you get your payroll right
While we may not be your direct payroll provider, we support your payroll needs in every way that actually matters. We’ll help you choose the right payroll service, set up your schedules, integrate payroll with your books, handle the tricky questions payroll software doesn’t explain, and make sure you’re compliant. When something goes wrong, it’s nice to have a real human who knows your business and has your back.
Avoid IRS penalties and payroll disasters
Payroll is not where you want to experiment. The IRS reports that one in three businesses gets penalized for payroll mistakes, costing billions in fines. With tax rules changing constantly, it’s easy to slip up in ways that affect cash flow, staffing, and your general mental health. Outsourcing payroll protects you from these costly errors by taking the risk—and the administrative burden—off your plate.
What modern payroll services offer
Modern payroll is more than payments. Today’s providers (especially Gusto, our preferred one) act like a full HR department in your browser. Their tools include:
Employee self-onboarding
Direct deposit and digital pay stubs
PTO and time-off tracking
401(k) administration
Workers comp (pay-as-you-go)
HR guidance
Digital signature workflows
We support many payroll platforms, but Gusto continues to stand out for its reliability, ease of use, and best-in-class support.
HR
HR doesn't have to be overwhelming — we’ll help you get it right
HR is one of the most misunderstood parts of running a small business. Many owners think HR is just paperwork and policies, but in reality it controls some of the most important aspects of your business: hiring, onboarding, compliance, employee relations, documentation, and the policies that prevent chaos. Fortunately, HR platforms have gotten dramatically better—and you don’t need to build everything from scratch.
Why outsource core HR tasks
Modern HR systems (like Gusto, which we frequently recommend) take care of the heavy lifting: onboarding workflows, digital document storage, e-signatures, job offers, policy updates, and more. They help small businesses stay compliant without building a dedicated HR department. But even the best HR software can’t tell you how to apply a policy, fix a messy situation, or decide what’s actually appropriate for your business—that’s where we come in.
How we support your HR needs
We assist with policy setup, documentation, onboarding flow, employee handbooks, state compliance issues, and all the “gray area” questions software doesn’t cover. Think of us as your practical HR guide—someone who can talk you through real scenarios, help you avoid mistakes, and keep your business aligned with best practices.
The advantage of modern HR tools
Today’s HR technology makes small businesses look polished and professional from day one. You get automated onboarding, streamlined hiring, signature collection, reporting, PTO tracking, and documentation ready at your fingertips. Pair that with our guidance, and you have an HR system that works smoothly with almost no stress.
Benefits
Benefits don’t have to be confusing anymore — we can help
Offering benefits used to be intimidating, expensive, and full of paperwork. Now, thanks to integrated platforms like Gusto, small businesses can provide competitive benefits with minimal effort and predictable costs. From health insurance to retirement plans to commuter benefits, modern systems make benefits administration accessible to small teams in a way that simply wasn’t possible a decade ago.
Why outsourcing benefit administration is the smart move
Benefits involve eligibility tracking, payroll deductions, compliance reporting, open enrollment, and constant communication with employees. Doing it manually is a recipe for headaches. Outsourcing puts these responsibilities into the hands of specialists who do this 24/7—and who build the tools to prevent costly errors.
How we assist with benefits
We help you evaluate benefit options, understand what’s required vs. optional, set up the plans inside your payroll system, and support you through enrollment cycles. We also advise you on what benefits make sense for your business size, team composition, and budget. When questions come up (and they always do), we’re here to translate insurance jargon into actual human language.
The modern benefits ecosystem
Platforms like Gusto now offer:
Medical, dental, and vision plans
401(k) and retirement options
Life and disability insurance
HSA/FSA accounts
Commuter benefits
Automated deductions and eligibility tracking
Seamless integration with payroll
In short: offering benefits is no longer terrifying—and we’ll make sure it stays that way.
Bookkeeping
What bookkeeping actually is — and why it matters
Bookkeeping is the foundation of every sound financial decision your business makes. At its simplest, it’s categorizing and classifying financial transactions so tax filings, financial reports, and budgets are accurate. But the details matter—incorrect classifications can cost you money, create IRS issues, and distort your understanding of how your business is performing.
What we do for you
We prepare clean, accurate, cash-based, tax-ready books for our clients. We keep your records updated, your financials organized, and your business ready for tax season or reporting at any time. We bring clarity and peace of mind by giving you the real numbers you need to make smart decisions.
Don’t wait until April 15th panic season
Every tax preparer has horror stories of business owners who waited until the last second, only to discover their books were a mess. Cleanup is expensive—and often impossible on short notice. We maintain your books throughout the year to avoid year-end surprises and to ensure you're ready for tax filing without stress.
Using financial statements to run your business—not guess
Your income statement and balance sheet are powerful tools, but only if they’re accurate. Want to hire someone new? Cut expenses? See which clients or projects are truly profitable? This information lives in your books. With timely bookkeeping, your budgeting becomes strategic rather than optimistic.
Year-end tax readiness
We use a rigorous checklist to prepare your file before sending it to your tax preparer. Our goal is to make year-end a simple handoff—not a crisis.
Bookkeeping is more than transactions
We help you build business processes that connect your operations, invoicing, and accounting systems. From field receipt workflows to CRM integrations, we look holistically at your operations to streamline your financial ecosystem.
Small Business Consulting
Start off right — support with forming your business entity
Before a business can grow, it has to be formed correctly. We guide new owners through the process of choosing and setting up the right business entity—LLC, S corporation, sole proprietorship, or partnership—based on their goals, risk tolerance, tax considerations, and operational plans. We help you understand the differences, file the necessary documents, avoid common pitfalls, and establish the foundational systems your business will rely on. Getting this step right sets the stage for everything that follows, and we ensure you begin with clarity, confidence, and a structure that truly fits your business.
Practical help for real-world business challenges
Running a small business means wearing twelve hats and juggling twenty responsibilities—often before lunch. We help owners bring clarity, structure, and strategy to their operations so they can grow with confidence. Whether you're launching, scaling, or stabilizing your business, we offer guidance that’s practical, actionable, and tailored to your specific needs.
Where we help
We assist with operational planning, workflow optimization, staff structure, financial clarity, process improvement, and decision support. We help you understand the numbers behind your business, identify bottlenecks, and create systems that support growth instead of chaos.
A partner who has been there
With real entrepreneurial experience and a deep understanding of small business challenges, we know how overwhelming things can get. Our consulting approach is grounded in experience—not theory—and focused on what actually works in the everyday world of small business ownership.
Why it matters
Small improvements compound quickly. Better processes save money, better decisions reduce risk, and better structure frees up your time to focus on the parts of the business you actually enjoy. We help you build a roadmap, stay accountable, and move your business forward with confidence.