Clean books and compliant payroll are the foundation for smart decisions and stress-free tax season. Our quick Bookkeeping & Payroll Assessment surfaces the issues that quietly drain time and profit: chart-of-accounts that hides margins, unreconciled banks/credit cards, payroll mapped incorrectly to COGS/expenses, missing W-9s and 1099 workflows, and owner pay that doesn’t match your entity or role. In about three minutes you’ll receive a simple score with prioritized fixes—what to tighten now, what to calendar for month-end, and what to delegate so your numbers stay accurate without you babysitting the system.
We serve owner-led businesses across Colorado, New Mexico, and Wyoming. Your results include next steps to clean up QuickBooks, align payroll (including S-Corp reasonable comp), and set a repeatable month-end close. After your score, review our Bookkeeping & Payroll service, see how Tax Planning turns clean books into real savings, compare Monthly Packages, or book a 15-minute call to walk through your results. If you fit one of our niches, visit Industries for tailored guidance. Start the assessment above—your future self will thank you at month-end.
Bookkeeping & Payroll Assessment FAQs:
What will I learn from the assessment? You’ll get a scorecard showing bookkeeping gaps (reconciliations, mapping, month-end close), payroll alignment issues (owner pay, benefits, taxes), and a prioritized action plan.
Who should take it? Owner-led businesses in CO, NM, or WY using QuickBooks Online and any payroll platform—especially S Corps, LLCs, and sole proprietors who want hands-off, compliant operations.
What happens after I get my score? Review our Bookkeeping & Payroll service, pick a fit on Monthly Packages, and book a 15-minute call to walk through your results and next steps.
Can your team implement the fixes? Yes. We handle cleanup, payroll setup/mapping, month-end workflows, and ongoing bookkeeping. We can also align reasonable comp and estimates via Tax Planning.