Our Service Portfolio
Payroll Tax & Compliance remediation
You’re already receiving payroll tax notices. Due to lack of bandwidth, your Payroll team is unable to fully address them. Which means you’re starting to accrue penalties and interests fees.
Timeline:
Variable, based on number of periods, entities, and jurisdictions
Typical engagement spans several weeks to multiple months
Package Overview:
This package is designed for growing startups and small businesses with existing payroll tax exposure that must be identified, reconciled, and corrected before enforcement escalates. This package addresses historical failures, inherited discrepancies, and unresolved balances across prior periods.
The focus is on restoring control through documentation, reconciliation, and clarity without assuming ongoing payroll responsibility or triggering unnecessary regulatory risk.
Deliverables Include:
Prior-period payroll tax reconciliation
Payroll-to-general ledger tie-out
Identification of underpayments, overpayments, and misapplied funds
Exposure analysis and documentation suitable for audit or agency review
Clear remediation summary outlining corrective findings
Payment Terms:
Project fee confirmed after assessment
Payment terms defined in client agreement
Best For:
Startups and small businesses with accumulated payroll tax discrepancies, unresolved notices, or historical exposure requiring structured correction and documentation.
Payroll System Implementation & PEO Transition Oversight
Most payroll issues stem from a poorly selected payroll system or PEO.
It’s not until after the systems have been launched, that the complexities become visible. This is when you start to experience payroll errors, payroll tax discrepancies, payroll reporting concerns, reconciliation challenges, and increased payroll processing complexities. Your Payroll team has been forced to create manual workflows to make up for the void.
Timeline:
Aligned to implementation or transition timeline
Typically spans pre-transition through post–go-live stabilization
Package Overview:
This package provides independent risk oversight during payroll system changes, PEO transitions, or enterprise implementations. The process ensures payroll data, tax configuration, and general ledger mappings are validated before errors become permanent.
This is not implementation management.
It is risk containment and validation.
Deliverables Include:
Pre-implementation payroll data validation
Parallel payroll testing review
Tax configuration and setup validation
Payroll-to-general ledger mapping review
Post-transition stabilization assessment
Payment Terms:
Project fee defined by scope and system complexity
Paid per engagement agreement
Best For:
Growing Startups and small businesses undergoing payroll system changes, PEO exits or entries, mergers, or enterprise transitions where accuracy and continuity are critical
The goal is a payroll operation that supports the business long after implementation is complete.
Payroll Operations Planning & risk Prevention
Major payroll operational decisions carry long-term consequences. Before you make the decision, move forward with the change, or discover a problem after the fact, this is when you call me in.
Timeline
This service is completed before the decision or major change moves forward. The timeline is based on what you are preparing for and the size and complexity of your payroll operation.
Service Overview
You step back while I assess the full picture. This is where I conduct my audit before anything moves forward.
I look at your payroll operation, identify potential risks, evaluate whether you are ready for what is coming, and clarify who is responsible for what across the business. The goal is to make sure payroll is built to support the business from the start rather than react to problems later.
Deliverables Include
Payroll System Selection & PEO Evaluations
Implementation Readiness & Operational Planning
Mergers, Acquisitions & Audit Preparation
Payroll Compliance & Risk Assessments
Cross-Functional Alignment Across HR, Benefits, Legal & Finance
Internal Controls & Operational Safeguards
Identification of potential payroll risks
Assessment of operational readiness
Defined roles and responsibilities across departments
Findings and recommendations for moving forward
Payment Terms
Pricing is based on the scope and complexity of the work, including the number of entities, number of states, payroll volume, and timeline. Payment terms are established before work begins.
Best For
Founders, Project Managers, and Business Operations Leaders who are about to make a major payroll decision or take on a significant business change.
This is for you when you are evaluating a new payroll system, planning a PEO transition, preparing for a merger or acquisition, anticipating an audit, or need to understand your payroll risks before moving forward.
Fractional Payroll Manager
If you’re a company preparing for audits, cleaning up compliance gaps, digging through payroll tax notices, or lacking process ownership… then this service is for you.
Timeline:
3 months minimum
then ongoing monthly
Package Overview:
This package provides ongoing management of payroll operations with out the cost of a full time Payroll Manager. I embed myself in your payroll team and company. I own the entire project.
Deliverables Include:
Payroll Processing oversight
Payroll Team management
Payroll System & PEO/vendor management
Payroll Tax & compliance oversight
Payroll issues resolution
HR/Benefits/Finance coordination
Monthly payroll reporting
Payment Terms:
Monthly Retainer
Paid 50% upfront + 50% at the end of the contract
3-month initial commitment
Best For:
Growing Startups and SMBs needing an experienced Payroll Manager, however, aren’t ready to hire one full-time.
The goal is to keep payroll operation support the business during the growth phase and not break because of the growth.