Beyond the Numbers
Payroll impacts every dimension of your business—from staff satisfaction and daily cash flow to strict tax compliance and financial records. At Pivotal, you work directly with an experienced CPA who helps align your payroll with your broader financial health.
We utilize trusted third-party payroll platforms such as QuickBooks Payroll, Xero, Gusto, and ADP. Rather than running a proprietary software, we integrate established processing systems directly into your monthly bookkeeping and tax strategy.
Tailored Solutions
Who We Help
Payroll requirements vary depending on business size, entity structure, and staff headcount. We provide guidance tailored to your operational needs.
Small Businesses
LLC's & S Corporations
Growing Businesses
Straightforward payroll coordination and tax reporting support designed specifically for local, independent small businesses.
Guidance on reasonable compensation requirements, officer wage reporting, and specific tax withholding rules for corporate entities.
Scalable accounting coordination as your workforce expands and workforce tax reporting becomes more complex.
Capabilities
Payroll Services & Support
We offer comprehensive coordination across third-party platforms including QuickBooks Payroll, Gusto, Xero and ADP to keep your books accurate and compliant.
Tax Reporting Support
Guidance on federal, state, and local payroll tax filings to ensure proper withholding alignment.
Setup & Coordination
Expense Recording
Liability Reconciliation
Assistance setting up your account structure and aligning pay schedules across third-party platforms.
Guidance on making payroll entries into your accounting ledger so financial statements stay precise.
Reconciling payroll tax liabilities and benefit accounts against actual bank registers.
Year-End Coordination
W-2 & Info Coordination
Bookkeeping Alignment
Provider Integration
Managing year-end payroll adjustments prior to tax closing.
Ensuring year-end W-2 and payroll summary statements are accurately generated and issued.
Connecting payroll activity smoothly with your ongoing monthly bookkeeping and tax prep.
Direct CPA support coordinating software workflow on QuickBooks Payroll, Xero, Gusto, or ADP.
Simple Process
Schedule Consultation
Choose Your Payroll Solution
Coordinate Payroll & Accounting
Review & Support
Discuss your business structure and specific payroll needs directly with an experienced CPA.
Receive ongoing assistance with payroll questions and coordinate your ongoing tax and accounting requirements.
Discuss your operational needs and evaluate appropriate third-party options like QuickBooks Payroll, Gusto, or ADP.
Help ensure your payroll data flows accurately into your core bookkeeping and financial reports.
Frequently asked questions
Do you process payroll directly?
No, we utilize third party payroll providers to perform the actual payroll processing. Pivotal provides setup, coordination and support.
Do you assist with payroll tax reporting?
When possible we recommend utilizing your payroll provider to file forms 940, 941, etc... In the event your provider is unable to do this, we can assist with those filings.
What payroll platforms do you work with?
We offer multiple payroll provider options. Our preferred providers are QuickBooks, Gusto, Xero and ADP.
Can payroll be integrated with my bookkeeping?
Yes, Quickbooks and Xero offer payroll integrations. Using the integrations directly can create efficiencies and reduce potential errors.
Can you help setup payroll for my business?
Yes, we will seek to understand your business structure and specific payroll needs and recommend a third party payroll provider tailored to your needs. We will work directly with you to setup, coordinate, and/or reconcile payroll entries.
Do you work with S Corporations and their payroll needs?
Yes, we work with all types of business entity structures including S Corporations. We can provide guidance on establishing a reasonable salary amount and other payroll items related to S Corporations.
