Global services
Payroll and sales tax support for CPA firms
For practices with 5-50 people that need payroll workpapers, reconciliations or jurisdiction-specific sales-tax support.
PAYROLL + SALES TAX
Reconcile before reporting
- Payroll journalsGross pay, deductions and liabilities
- Quarter / year-endLedger-to-report comparisons
- Sales taxJurisdiction workpapers
Illustrative structure. The engagement sets the scope.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
HOW WE WORK
From first call to live work in three weeks.
- 1
Discovery call
30 minutes
Output: fit check and the entities in scope.
- 2
Scope and SOW
48 hours
Output: signed scope, SLA and fixed pilot fee.
- 3
Secure access
3 days
Output: access set up in your software; IRC 7216 consent kit.
- 4
Pilot delivery
10 business days
Output: one entity’s review pack - reconciliations, proposed entries, review notes, handoff checklist.
- 5
Go-live
Week 3 onward
Output: dedicated seat or per-return; weekly call and escalation matrix.
Every file is reviewed twice before it reaches you. Your firm approves tax positions, client advice and the final filing.
The timeline assumes complete records and authorised access. The signed scope sets the actual dates and any dependencies.
Start a 10-day PilotSERVICE SCOPE
Payroll journals and controls
Prepare payroll journals from ADP or the agreed QuickBooks payroll records. Reconcile gross pay, withholding, employer taxes and clearing accounts to the source reports.
SERVICE SCOPE
W-2 / 1099 season
Prepare annual information-return workpapers and reconcile payroll totals to the W-3 where applicable. The firm confirms reporting classifications, recipients and filing responsibilities.
SERVICE SCOPE
Multi-state sales tax
Prepare the agreed state return workpapers from sales records and approved taxability mapping. Nexus, registrations, exemptions and technical positions remain decisions for the responsible adviser.
What you get
What your payroll and sales tax reviewer gets
- Payroll-to-ledger and W-3 tie-out schedules
- Payroll clearing and payment reconciliation
- W-2 / 1099 preparation-season exception log
- State-by-state sales-tax working papers
SOFTWARE
Software we work in
Payroll
ADP
Gusto
Paychex
QuickBooks Payroll
Paylocity
BrightPay
Sage Payroll
Moneysoft Payroll Manager
IRIS Payroll
Xero Payroll
Employment Hero (KeyPay)
MYOB Payroll
Talenox
PayboyTurnaround
How the 10-day payroll and sales tax pilot works
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
Sample output
See a working-paper format.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
Working questions
FAQ
Can the work cover multiple states?
Yes, within a written list of states, return types and responsibilities. Registrations and nexus decisions are separately directed by the firm.
Who is this service for?
For practices with 5-50 people that need payroll workpapers, reconciliations or jurisdiction-specific sales-tax support.
How is turnaround agreed?
The SOW records the due date after the records, volume and access have been checked. The ten-day pilot target applies to the signed pilot scope.
What happens to missing records?
The file carries an open-item log with an owner and a decision needed. Unsupported entries are not treated as approved.
Can we begin with one entity?
Yes. Start with a defined pilot scope and decide the ongoing arrangement after reviewing the agreed output.
First assignment
Start your payroll and sales tax pilot
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day Pilot