Coordinate your approved payroll provider and reconcile completed payroll with the ledger.
The work in scope
- Report collection
- Bank withdrawal matching
- Journal review
- A documented issue list
Useful records for the first review
- A current list of business accounts
- The prior month’s statements and processor reports
- Receipts and a short list of unusual transactions
Start with your situation
Tell us about your business accounts and monthly routine. We will identify the records available, the questions that need answering, and a practical sequence for the work.
How this work is scoped
The monthly arrangement follows the shape of your business: accounts, volume, reporting needs, and the questions only you can answer. We agree a document deadline and review rhythm, then define what belongs in the monthly package.
Keep responsibilities clear
The approved payroll provider handles processing, payments, and filings included in its agreement. We coordinate the agreed workflow and bookkeeping records; provider compatibility and responsibilities are confirmed before service begins.
Discuss bring payroll into the monthly picture with LedgerPerk →