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Poised Books

Payroll · migration & setup


Payroll, migrated
and set up right.

Whether you’re hiring your first employee or leaving a provider you’ve outgrown, we set up your payroll, migrate your history, and tie every run cleanly to your books.

Book a consultation

One fixed quote, agreed up front · Timed around your pay schedule

What you get

What’s included.

A complete payroll foundation — not just software with your name typed into it.

Provider Selection & Configuration

We recommend the right payroll platform for your headcount, states, and benefits — then configure pay schedules, policies, and permissions properly.

Year-to-Date History Migration

Wages, withholdings, and prior filings carried over accurately, so mid-year switches don’t break your W-2s or quarterly returns.

Employee & Contractor Onboarding

Every employee and contractor set up with direct deposit, tax forms, and the correct deductions and benefits — nothing re-keyed by hand twice.

State & Local Tax Accounts

Withholding and unemployment accounts squared away for every state you pay people in, so filings go to the right agency from the first run.

Payroll Mapped to Your Books

Wages, employer taxes, and benefits posted to a clean chart of accounts — so payroll ties to your books instead of landing in one lump.

First-Run Verification & Training

We verify your first payroll run line by line, walk you through the system live, and stay available for 30 days after handoff.

The process

How the switch works.

01

Discovery Call

A free 30-minute conversation about your team, pay schedule, states, and current provider — or the first hire you’re about to make.

02

Migration Plan & Fixed Quote

A written plan timed around your pay schedule, with one fixed price agreed before any work begins. No hourly meter.

03

Setup & Migration

We configure the new platform, carry over year-to-date history, onboard your team, and map every payroll item to your chart of accounts.

04

First Run, Verified

Your first payroll runs on schedule and we check it line by line. Then a live walkthrough and 30 days of support until you’re confident.

Pricing

One fixed quote,
agreed up front.

Every payroll is different, so we scope yours on the discovery call and put one fixed price in writing before any work begins.

No hourly meter, no surprise invoices — and first-run verification, training, and 30 days of support are always included.

What determines scope

01
How many employees and contractors you pay
02
How many states you pay them in
03
The provider you’re leaving and the one you’re joining
04
How much year-to-date history has to carry over

Questions, answered

Frequently asked.

Payroll behind as well as messy? A payroll switch pairs naturally with a bookkeeping cleanup, and ongoing processing is part of our fractional controller service.

Ready when you are

Every payday on time,
every number in place.

A free 30-minute discovery call is all it takes. We’ll look at your payroll, recommend a platform, and give you a fixed quote in writing.

One-time project. No retainers, no long-term contracts.