Partner With Us

If you're a CPA firm that doesn't offer payroll

Your clients' payroll becomes your problem every January — bad data to reconcile, W-2 corrections, payroll
tax notices forwarded to you, and HR questions you're not licensed to answer.

Our promise, in writing: we will never solicit your client for tax, accounting, or bookkeeping
services.

We don't offer those services and we'll sign a mutual non-solicitation before you send us a single
name. Your client stays your client, and we refer accounting work back to you.

What changes when we run a client's payroll:

• Year-end files that reconcile — no amended 941s, no W-2 corrections in February

• Payroll tax notices come to us, not to your desk

• Workers' comp accruals reflect actual payroll, so no year-end true-up distorts the financials

• 401(k) census data is current whenever the TPA asks

• The "can I 1099 this person?" calls come to us

If you're a business consultant

We'll give you a twelve-point Employer Back-Office Risk Review you can run with any client in ten minutes.

Every finding is something you get credit for surfacing. Some of them point at us; most of them just make
you look thorough.

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What partners get

• A written non-solicitation agreement
• A named contact for your referred clients
• A direct line for your staff on any shared client, no charge
• Quarterly payroll-compliance sessions for your team
• Referrals back to you — we track them and report them