FAQ

Yes. To ensure seamless financial reporting and total accuracy, we utilize RUN Powered by ADP. By integrating your payroll directly into our workflow, we can handle all filings, compliance, and reporting without you ever having to act as the middleman.

We handle the entire transition for you. We’ll migrate your year-to-date data from your current provider into RUN Powered by ADP so you can pick up right where you left off — on a more superior system.

Our solutions are tailored to each client’s needs. Some clients enter this information directly in ADP themselves; for others, we handle it entirely. Simply share hours from your timeclock and have employees submit their information via an electronic form, and we’ll take care of the rest.

Most clients prefer direct deposit for speed and convenience. However, if you prefer physical checks, we can have them delivered to your business via UPS, FedEx, or USPS in pre-sealed envelopes, ready to hand out.

After each payroll is processed, ADP will debit your bank account for both employee and employer taxes. These funds are held in escrow and remitted to the appropriate tax authorities when they become due.

Direct deposit and check mailings require one business day of lead time. Simply run payroll by 5:00 PM EST the day before your check date, and your employees will be paid on time. We do encourage clients to process payroll two days before the check date whenever possible, as severe weather can potentially delay mailings.

We use QuickBooks Online as our bookkeeping platform. If you already have a QuickBooks Online file, great — we’ll pick up right where you left off. If not, we’ll set up a new file and migrate any relevant data from your previous software.

For most major institutions — like Chase or American Express — you can simply invite us as a view-only user. We only need the ability to connect your accounts to QuickBooks, view check images, and download statements. If your bank doesn’t support a separate view-only login, we can work with a shared login and add our contact information to handle security questions, though a dedicated login is always preferred.

Clients typically receive their financials within one to two weeks of the month’s close. Some may receive them as early as the 1st but no later than the 20th. The 20th is our deadline because it aligns with sales tax filing deadlines; the prior month’s books need to be completed in order to file accurately.

We collect invoices from you and your vendors and prepare a weekly accounts payable list for your review. Some clients prefer to hand this off to us entirely; others like to stay involved. If that’s you, no problem — simply review the list and direct us on who to pay, and we’ll schedule checks or electronic payments through our third-party platform, BILL. BILL debits your account for the total weekly payment amount and sends funds directly to your vendors.

We manage vendor relationships on your behalf and will work directly with them to resolve any payment or communication issues.

Absolutely. If you’re looking for help with payroll or bookkeeping and already have a solid tax solution in place, we’re happy to work alongside your CPA. We’ll keep them informed of your numbers throughout the year so they can advise on potential tax liabilities, and we’ll provide all the source documents they need to prepare your returns. They generally find that working with us makes their lives much easier.

Yes. In addition to payroll and sales tax, we can help manage and pay business or personal tax liabilities. We’ll stay in communication with you throughout the year and keep you informed of upcoming estimated tax payments. Each December, because we handle your bookkeeping, we’re able to compare your year-to-date numbers and determine whether to proceed with Q4 estimated payments, reduce them, or skip them entirely — depending on whether it makes more sense to meet safe harbor through 110% of the prior year’s tax liability or 90% of the current year’s.

Tax credits exist at the federal, state, and local levels. At the federal level, we help clients optimize the FICA tip credit — and because we process your payroll, we can calculate this figure accurately and make sure you’re maximizing it. Locally, tax opportunities vary by jurisdiction, and we’ll research any new markets we work in. Here in Lexington, for example, profits from alcohol sales can be excluded from Net Profit returns.

Payroll and bookkeeping are our core services, but everything beyond that is entirely up to you. If you want to continue managing your own accounts payable, that’s perfectly fine — and if you’d like to add it later, we can do that too. If you already have a trusted tax preparer, no problem; CPAs love working with us because we make their jobs easier.

We primarily serve restaurants, food and beverage, and hospitality businesses, but we also work with clients in other industries when it’s the right fit.

We offer fixed monthly packages based on your business size and the services you need.

You get the benefit of a dedicated account manager for day-to-day operations and direct access to our owner, Clark Frye, for high-level financial strategy and advisory.

As often as you need. Some clients talk with us weekly; others monthly. We adjust our communication style and frequency to whatever works best for you — whether that’s email, text, phone, or an in-person meeting.

Because we work with many businesses, we bring perspective that a traditional bookkeeper simply can’t offer. A bookkeeper does what you ask — we do that and more, bringing ideas and insights drawn from everything we’ve seen across our client base. Most accounting firms specialize in only one area — taxes, or bookkeeping, or payroll — and send you elsewhere for the rest. By offering all of these services together, we develop a complete picture of your business, which is the foundation for truly useful financial advice.

We believe you should never feel locked in. If you decide to move on, we’ll export all of your payroll records, bookkeeping history, and tax documents and deliver them to you in an organized format so your next provider can hit the ground running with everything they need.

Each month, upon reconciling your banking and credit card accounts, we will supply you with a Financial Reports package. This monthly deliverable contains various Income Statements, Balance Sheets, General Ledger’s, everything you can think of.

Yes — that’s one of the things that sets us apart. When we deliver your financial statements, we’re here to walk you through them. Whether you’re trying to understand your food cost, plan for an upcoming tax bill, or figure out where your cash is going, the numbers tell a story. We translate that story into clear, objective guidance you can actually act on.