Payroll & HR Advisory

Payroll should not live in a silo.

Payroll, HR and workforce support coordinated with the financial guidance you already trust.

Your people are probably your company’s largest investment.

They are also one of its largest sources of complexity.

Every new hire can affect payroll, taxes, cash flow, insurance, benefits, compliance and profitability. Yet most businesses manage each of these decisions through different providers that rarely speak to one another.

Meridian Advisory offers a more connected approach.
Two business professionals shaking hands across a desk
The shift

Your business has outgrown “just run the payroll.”

At first, payroll seems simple.

Calculate the hours. Pay the employees. File the taxes.

Then the business grows.

You hire employees in another state. Someone asks about benefits. Labor costs begin climbing. Timekeeping becomes inconsistent. A payroll notice arrives. An employee classification question turns into a larger compliance concern.

None of these issues happens in isolation.

They affect your cash flow, tax position, operating margins and ability to attract and retain the right people. That is why we believe payroll should be part of the business advisory conversation, not a separate transaction handled somewhere else.

A diverse team of professionals smiling together in an office
Built around your people

The people who show up every day are the reason the business exists. Payroll and HR should feel that way, too.

One relationship

A more connected workforce strategy.

Through Meridian Advisory, your business can access payroll and workforce solutions selected around your size, needs and stage of growth.

Payroll Processing

Pay employees accurately and on schedule without building an internal payroll department.

Available capabilities may include
  • ✓Payroll calculation and processing
  • ✓Direct deposit
  • ✓Payroll tax calculation and filing
  • ✓Federal, state and local payroll support
  • ✓Employee self-service
  • ✓Year-end payroll forms
  • ✓Payroll reporting
  • ✓General ledger integration
  • ✓Multi-state payroll support
Explore Payroll Solutions →

Time and Attendance

Replace disconnected timesheets and manual calculations with a more consistent process.

Available capabilities may include
  • ✓Employee time tracking
  • ✓Scheduling
  • ✓Time-off requests
  • ✓Payroll integration
  • ✓Overtime visibility
  • ✓Mobile time entry
  • ✓Attendance reporting
Review Timekeeping Options →

Practical HR Support

Not every business needs a full internal HR department. But every employer eventually faces HR questions.

Available capabilities may include
  • ✓Employee onboarding
  • ✓Handbooks and workplace policies
  • ✓Job descriptions
  • ✓Hiring practices
  • ✓Employee documentation
  • ✓Performance management
  • ✓Training resources
  • ✓Employment-related compliance support
Talk With Us About HR Support →

Benefits and Retirement

The right benefit and retirement options can help you compete for talent, improve retention and provide greater financial security for employees.

Available capabilities may include
  • ✓Retirement plan options
  • ✓Benefits administration
  • ✓Health and benefits support
  • ✓Employee enrollment tools
  • ✓Business insurance solutions
  • ✓Workers’ compensation options
Discuss Benefits and Retirement →

Workforce & Compliance

Payroll and employment requirements continue to change as a business grows, hires in new locations and adds more employees.

Available capabilities may include
  • ✓Payroll tax compliance
  • ✓Wage and hour considerations
  • ✓New-hire reporting
  • ✓Employee classification
  • ✓State and local requirements
  • ✓Workers’ compensation administration
  • ✓Workplace documentation
  • ✓Employment-related notices and updates
Request a Workforce Risk Review →
Perspective

The difference is not just the technology.

There are plenty of places to buy payroll software.

The harder part is determining what your business actually needs.

  • — Should you add a timekeeping system?
  • — Is your payroll setup producing the financial information you need?
  • — Are rising labor costs affecting margins?
  • — Would a retirement plan support both your business and personal financial goals?
  • — Are you hiring in a new state?
  • — Have you outgrown your current HR process?

A software company may see a payroll account.

We see the rest of your business.

That means we can help bring the payroll and workforce conversation into the same relationship where you already discuss taxes, cash flow, growth and financial performance.

Smiling business professional
“

“I stopped worrying about whether payroll was going to break every time we hired someone. Now it’s just one conversation — with people who already know our business.”

Sarah Whitman
Founder, Linden & Co. — 14 employees
1
Trusted relationship
50+
States supported
0
Silos between us
How it works

Here is how it works.

01

We Learn How Your Business Operates

We begin with your current payroll process, number of employees, locations, growth plans and workforce challenges.

02

We Identify the Right Level of Support

You receive recommendations based on what your business needs today, without forcing you into services that do not fit.

03

We Help Coordinate the Transition

We help organize the information and relationships needed to move forward with fewer surprises and less disruption.

04

You Gain Ongoing Support

As your workforce changes, you have a familiar advisory team that understands both the people and financial sides of your business.

Schedule Your Initial Review →
Timing

When should you talk with us?

A payroll and HR review may be valuable when:

  • •You are hiring your first employee
  • •Your company is adding employees quickly
  • •You are expanding into another state
  • •Payroll takes too much internal time
  • •Your current provider is difficult to reach
  • •You have received payroll notices or filing issues
  • •Timekeeping and payroll do not connect
  • •You are considering employee benefits
  • •You want to establish or improve a retirement plan
  • •HR questions are falling on someone without HR experience
  • •You are unsure whether your current setup still fits
  • •You want better visibility into labor costs
You do not need to wait for something to go wrong. The best time to review is before payroll becomes a constraint.
Wider impact

Payroll affects more than payroll.

Cash Flow

Payroll is often one of a company’s largest recurring cash requirements. Better visibility helps owners plan instead of react.

Profitability

Wages, overtime, benefits, payroll taxes and workers’ compensation all affect the true cost of labor.

Tax Planning

Payroll decisions can influence entity compensation, retirement contributions, tax credits and year-end planning.

Risk

Incorrect filings, misclassifications, time records or workplace practices may create avoidable exposure.

Growth

A company cannot scale effectively if every administrative matter is handled separately.

That is why workforce decisions belong inside the larger business conversation.
Every stage

Guidance for every stage of growth.

01

Hiring Your First Employees

Build the right payroll and documentation foundation before informal processes become permanent problems.

02

Growing Your Team

Improve payroll, timekeeping, onboarding and reporting as employee volume increases.

03

Expanding Into New States

Evaluate payroll and workforce requirements before hiring across state lines.

04

Competing for Talent

Explore benefits, retirement and HR resources that may help you attract and retain employees.

05

Reducing Administrative Burden

Move repetitive payroll and workforce tasks away from owners and internal staff.

06

Preparing for the Next Stage

Create systems that support growth, succession, acquisition or an eventual exit.

FAQ

Frequently asked questions.

Do you process the payroll?+

Meridian Advisory helps assess your needs, coordinate the appropriate solution and provide continuing business guidance. Payroll processing and certain specialized services may be delivered through our payroll and workforce technology provider.

Can you replace our current payroll provider?+

In many cases, yes. We start by reviewing your current setup, then help you decide whether a change makes sense and coordinate the transition so there are fewer surprises and less disruption.

Can you help if we have employees in multiple states?+

Yes. We can help you evaluate payroll and workforce requirements before and after you hire across state lines, including state and local requirements. Availability may vary by location and service.

Do we have to purchase HR services with payroll?+

No. You receive recommendations based on what your business needs today, without being forced into services that do not fit. Payroll, timekeeping, HR, benefits and compliance support can be considered separately or together.

Can you help with workers’ compensation?+

We can help you review workers’ compensation options and administration as part of a broader workforce and compliance conversation. Coverage and availability are provided through independent third-party providers and vary by business and location.

Can you help us establish a retirement plan?+

We can help you evaluate retirement plan options and how a plan may support both your business and personal financial goals. Plan availability, eligibility and features vary and are provided by independent third-party providers.

Is this only for existing clients?+

This approach is designed to fit within the advisory relationship you may already have with us, and we are happy to talk with any business that wants a more connected approach to payroll and HR. Reach out to schedule a review.

Will we still work with the accounting firm?+

Yes. The goal is to bring payroll and workforce decisions into the same relationship where you already discuss taxes, cash flow, growth and financial performance, not to replace it.

Insights

Insights for better employers.

Get started

Start with a conversation, not a sales pitch.

You do not have to know which payroll package, HR service or workforce tool you need. That is our job.

Tell us how your business operates, what is frustrating you and where you are headed. We will help you identify the questions that need to be answered and the solutions worth considering.

Let’s make payroll and HR work better together.

Important Information

Payroll, HR, retirement, insurance and related products or services may be provided by independent third-party providers. Availability, eligibility and service features vary. Meridian Advisory does not provide legal advice. Businesses should consult qualified legal counsel regarding specific employment-law questions.