Payroll software for CPA firm client books, and the calendar behind them
Yearendo is for the partner or practice manager of a small CPA firm that runs payroll for its clients: every client as one record with its pay frequency, its next run, the filings it is due, who on the staff owns it and what the firm charges for it. The worksheets on this site are free and work the firm's own costs on the page, with no account, so you can price an engagement before deciding whether the software earns its place.
Quoted, run, filed
The client, its payroll calendar and its fee history in one record, so what you agreed in January is still readable in December.
A CPA firm loses money between the fee quote and the year end, not in the work
- Priced from your own rates and realization, not from a guess. Partner, manager and staff hours at your standard rates give a blended rate; the realization you actually achieve gives the fee you can quote and still make the margin the firm needs on every hour.
- Every client's payroll runs and filings, owned by a name. A client's pay frequency, next run, quarterly filings and year end sit on the client record with the staff member who owns them, so a deadline never depends on who happens to be in the office that week.
- What you agreed with that client in January, still readable in December. Most of a firm's revenue is the same clients renewing, and the fee review is far easier when the last fee, the hours it took and the runs it covered are one search away rather than in an old email.
Yearendo Pro
The worksheets cost nothing. Pro begins where the client says yes: the fee turns into a client record, the client gets a payroll calendar and a year end, and next January the firm can still read what it agreed, what it ran and what was filed. Yearendo Pro is $79 per month for the whole firm, billed monthly.
