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Everything we need from you in order to serve you better

Image by Scott Graham

To ensure that getting a service bundle goes as smoothly as possible, please review the list of items that you will need to provide for us.

Bundle Checklist


  • Business Name and Address

  • Business EIN

  • Business Entity

  • Number of employees and/or contractors

  • Business banking information

  • Employee’s and/or contractor’s information

  • Pay rate for each employee and/or contractor

  • Pay frequency for each employee and/or contractor

  • W-4s and/or W-9s

  • 1099 forms (if any)

  • Specified information that reflects your business:

    • Hourly rates and/or salary and/or temporary employee pay rate

    • Sick days and/or holidays

    • Overtime and/or bonuses

    • Absent pay and/or PTO (paid time off)

Want to get the most out of our services? Inquire about our bundles today!
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