Payroll Processing
Weekly, bi-weekly, semi-monthly, or monthly payroll runs with direct deposit and employee pay stubs.
- Direct deposit setup
- Employee pay stubs
- PTO accrual tracking
- Multi-state payroll
05 · Compliance Operations
Payroll & Bookkeeping.
Ongoing bookkeeping, payroll processing, and employment tax filings for Massachusetts businesses — with QuickBooks ProAdvisor setup and monthly close.
What's Included
The full scope of work.
Each engagement begins with a written scope and a flat or hourly fee disclosed in advance, in compliance with Circular 230 §10.27.
Employment Tax Filings
Federal and state employment tax deposits and quarterly/annual returns.
- Form 941 quarterly federal
- Form 940 annual FUTA
- MA UI wage reports
- MA withholding filings
W-2 & 1099 Preparation
Year-end information returns for employees and independent contractors.
- W-2 / W-3 preparation
- 1099-NEC for contractors
- 1099-MISC for rents
- 1099-INT and 1099-DIV
Monthly Bookkeeping
QuickBooks Online monthly close — categorization, reconciliation, and financial statements.
- Transaction categorization
- Bank and credit card reconciliation
- Monthly P&L and balance sheet
- Cash flow statement
QuickBooks ProAdvisor
New-system setup, chart-of-accounts design, and cleanup of existing QuickBooks files.
- QBO new company setup
- Chart of accounts build
- Historical data cleanup
- Training and handoff
Custom Reports
Management reports tailored to your business — KPIs, class tracking, and department P&L.
- Monthly management reports
- Class / location tracking
- Budget vs. actual
- Year-over-year trend
Our Process
Four steps, end to end.
The same workflow whether the engagement is a single 1040 or a multi-entity consolidation — predictable, documented, and auditable.
01
Onboarding
QBO subscription, chart of accounts, bank feeds, and payroll setup completed in week one.
02
Monthly Close
Transactions categorized, accounts reconciled, and draft financials prepared by the 10th of the following month.
03
Payroll Cycle
Payroll processed on schedule, tax deposits made timely, and pay stubs delivered to employees.
04
Quarterly Review
Financials reviewed with you each quarter; employment tax returns (941, MA UI) filed on deadline.
Transparent flat-fee or hourly pricing.
Monthly bookkeeping packages start at $350/month for small service businesses; payroll processing starts at $85/month plus $8 per employee per run. Full packages are quoted after an intake call. See the full public fee schedule for detailed breakdowns and Circular 230 §10.27 compliance notes.
Ready to get started?
Upload your prior return and supporting documents through the secure Client Portal, or schedule a consultation to discuss your matter.