Check your fit
Answer questions about activity, accounts, employees, tax filing, and how much work you want to have us handle. The calculator recommends the lowest plan that fits those answers.
Review the exact services
Compare what we do, what you do, the included limits, and exclusions. Select your payroll needs and billing schedule; payroll is included in Stratified.
Review and accept the agreement
For Compliance and Partnered, provide your business details, review the scope, and accept the agreement. Stratified uses a separate quote request at this stage, without agreement acceptance or payment.
Continue to secure payment
For Compliance and Partnered, the final review shows the amount due and billing terms before secure payment. A Stratified request collects contact details for follow-up instead.
Connect and authorize
Provide the required access, records, and signed authorizations through the secure onboarding process. Earlier-month cleanup is separate from onboarding.
Begin the monthly work
Keep connections working, retain business receipts, and respond to questions. We complete the accounting work and reports included in your scope.
Getting started
From choosing a plan
to the first month.
Review the work and responsibilities before you sign up. Here is the order of things.