Excellent Books and Payroll

The Foundation of Financial Peace of Mind

Whether integrated with your Excellent Membership or selected as a standalone service, our Books &amp Payroll solution is built for seamless continuity.

We strongly recommend having one unified team keep your books, run payroll, and handle all your tax filings, including Forms 94x ,W2/W3 W9/1099.etc. When your entire financial pipeline lives under one roof, you never have to worry about missed deadlines, compliance headaches, or tax-season

See what it covers
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Why this exists

A tax plan written on dirty books is a guess.

Most firms inherit a spreadsheet in March and file from whatever they are handed. We keep the books all year, run payroll on schedule, and send the filings ourselves — so the same people who know the numbers also write the return. You lead the business. We keep the back office closed.

 
What it covers

Books. Payroll. The filings. One file.

Comprehensive business bookkeeping, accurate payroll, and clear reporting — then every quarterly and annual form that belongs with them.

01 — BOOKS
Precision Accounting. Purpose-Built.
A custom chart of accounts, clean monthly closes, and fully reconciled ledgers. We deliver flawless financial files your tax team can act on immediately and no rebuilding required. Built around your unique scale and volume.
02 — PAYROLL
Accurate Payroll. Zero Surprises.
Timely payroll execution and seamless tax withholdings for your entire team. We handle every deposit with precision, so payday runs like clockwork, and compliance never comes as a shock.
03 — FILLINGS
Direct Compliance. Perfect Harmony.
All quarterly and annual filings, which from 94X forms and state payroll returns to W-2, W-3, W-4, W-9, and 1099 end-of-year requirements, are generated directly from your live ledgers by the very team maintaining them. One unified workflow, flawless accuracy, absolute peace of mind.
04 — REPORTING
Actionable Intelligence. Zero Friction.
Crystal-clear financial statements designed for executive decision-making, proactive tax planning, and seamless CFO oversight. No hidden files, no delayed entries, and no last-minute panics in April, just transparent, live data ready when you are.
For the books

Stop Handing us a Box before Deadline

Bookkeeping is tailored to your business scale and transaction volume, with Excellent all business members receiving an exclusive 30% discount. Our focus isn’t cheap data entry, it is single-source accountability. We build one clean file so your payroll, tax strategy, and annual filings never wait on a third party.
For payroll

For Payroll: Your Team Drives the Revenue. Payday Holds the Line.

Your employees are your primary revenue drivers. Payday is a sacred obligation, and we execute it with absolute precision. Seamless payroll on strict schedules, complete with handled tax deposits and end-of-year filings. Comprehensive packages include payroll for teams under six employees. Larger organizations receive custom quotes—because your operations demand a tailored system, not a rigid template.
Whole packages

Hand Us the Entire Back Office.

Integrate bookkeeping and payroll directly into your tax membership. Every ledger entry, tax filing, and forward-looking strategy remains anchored under one unified team. While standalone bookkeeping is quoted by operational size, the complete end-to-end package remains your cleanest, most efficient path forward.

ExcellentSmart WHOLE PACKAGE

$5,000 / annually

S-corporation and family returns, a full-year tax plan for both, plus the books and payroll.

  • Form 1120-S and Form 1040
  • Bookkeeping and payroll
  • 940, 941, state payroll, W-2, W-9, 1099
  • Included for payroll under 6 employees

Larger teams: request a quote.

ExcellentPa WHOLE PACKAGE
$5,000 / annually

Partnership and family returns, a full-year tax plan for both, plus the books and payroll.

  • Form 1065 package and Form 1040
  • Bookkeeping and payroll
  • Quarterly and annual payroll and information returns
  • Quote if more than 6 employees or 5 shareholders

The work is scoped to the entity. We do not force a small-team price onto a large one.

Members from Excellent Smart receive 30% off bookkeeping.

If you already have the tax membership and only need the books, we quote from your size and transaction volume — then apply the member discount. If you want tax, books, and payroll in one engagement, start with the whole package.

Request a quote