Resources
Trusted Tools & Partners to Support Your Business
Not ready for ongoing accounting support but need help with a specific part of your business? We believe in meeting businesses where they are. Whether you’re managing your own books, just getting started, or looking for support in a specific area, we work closely with trusted service providers for payroll, bill pay, funding, and more.
Below are tools and partners we regularly recommend and work alongside. You’re welcome to explore these services on your own, and we’re always happy to help you decide what’s the right fit for your business.
Payroll Services
Choosing the right payroll provider is an important decision. Below are two payroll platforms we commonly recommend, depending on your company’s size, structure, and needs.
Gusto
Gusto is a popular payroll solution for small and growing businesses that want a simple, user-friendly experience.
Best for:
- Small teams and startups
- Businesses with straightforward payroll needs
- Companies looking for an all-in-one HR and payroll platform
Why we like it:
Gusto is easy to use, integrates well with accounting systems, and handles payroll taxes, filings, and employee onboarding smoothly. It’s a great option for businesses that want payroll to “just work” without a lot of complexity.
ADP
ADP is a long-standing payroll provider with solutions that scale well as businesses grow.
Best for:
- Larger teams or fast-growing companies
- Businesses with more complex payroll or compliance needs
- Companies operating in multiple states
Why we like it:
ADP offers robust payroll, compliance support, and reporting. It’s a solid choice for businesses that expect payroll complexity to increase over time or need more customized solutions.
Gusto vs. ADP
A Quick Comparison
- Gusto tends to be more intuitive and cost-effective for smaller teams.
- ADP offers more advanced features and scalability for larger or more complex organizations.
If you’re unsure which is right for you, we’re happy to help you think it through.
Funding & Capital Support
Choosing the right funding solution is an important decision. Below is the capital funding resource we commonly recommend based on your business’s goals and financial needs.
SMB Funding
If you’re exploring funding options for your business, SMB Funding is a resource we often recommend.
Why we like it:
They work with businesses to evaluate financing options based on cash flow and growth needs, helping you understand what funding solutions may be available.
Funding decisions can have accounting and cash flow implications, so we encourage thoughtful planning when exploring these options.
Tax, Audit & Specialized Needs
For certain tax and audit needs, working with a CPA who has specific expertise can make a meaningful difference.
CPA Referrals
While we don’t provide tax preparation or audit services directly, we regularly work with trusted CPAs who specialize in areas such as:
- Business tax preparation
- Audits and reviews
- Industry-specific or complex tax situations
If your business needs specialized CPA support, we’re happy to make an introduction based on your specific situation and goals.
Corporate Cards & Bill Pay
Managing business spending effectively requires the right tools for visibility, control, and efficiency.
Ramp
Ramp is a modern corporate card and spend management platform designed to give businesses more visibility and control over spending.
How it can help:
- Issue employee credit cards with customizable limits
- Track and categorize spending automatically
- Use Ramp for vendor payments and bill pay
- Improve visibility into company expenses
We often work with clients who use Ramp as part of a clean, efficient accounting workflow that improves visibility and simplifies expense management.