
Thank you for your submission! Look below to see next steps. I look forward to working with you!
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1. Engagement Letter
This is the formal agreement I will send over for you to sign that outlines the scope of work, responsibilities, fees, and expectations for both parties. It protects both sides and sets clear boundaries.
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2. Employee Setup
I will send a link over email to a password-protected form for each employee to fill out with their contact info, direct deposit (if applicable), and wage information. I will send the form link and password to you, and you will be responsible to get the form link to each employee.
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3. Payroll Preview
Before I can run your first payroll, I will need the YTD payroll history and will request the specific reports I need from you. Also before I run your first payroll, I will send you a preview so you can ensure that the payroll aligns with what you were expecting.