For CPAs & tax professionals

I’m an extension of your team, not a replacement.

I take the payroll day-to-day so your firm can keep its time for advisory work and higher-value planning. You keep the client relationship. I keep the payroll details moving.

Book a 20-minute call

What your firm gets

Clean information and a person who answers.

Mapped payroll data

I help data flow cleanly into the accounting software your clients already use, with no double entry added to your firm’s plate.

Tax-season ready

I deliver year-end W-2s, 1099s, and payroll reports in a form your team can use for tax work.

Filings with confirmations

I handle payroll tax filings and share confirmations so the right information is available when your firm needs it.

Your time stays yours

I take the payroll day-to-day so your firm can keep its time for advisory, planning, and the client conversations that matter most.

One point of contact

I answer the phone, learn the client’s business, and follow through instead of sending payroll questions back to your team.

A simple referral process

Simple for your firm. Clear for your client.

Make the introduction

You introduce me to the client and share the kind of support they need.

I guide the Paychex path

I learn the business, make a tailored recommendation, and guide the setup.

You keep the relationship

You keep the client relationship and advisory work, with the payroll information you need.

Let’s compare notes

Book a 20-minute call.

Tell me about your firm and how many clients you might refer. I’ll come prepared with a clear idea of how we can work together.