Client story
Plain-English scenario, affected people, dates, provider, urgency, and why the question matters.
Advisor review packet
Give payroll advisors the record, not a pile of screenshots.
CPAs, bookkeepers, and controllers are often asked to clean up payroll after the facts have scattered. Runbook organizes a bounded payroll question into a packet an advisor can review, challenge, and hand back with next steps.
ADVISOR PACKETReview-ready
Advisor posture
Ready with exceptions
Facts are organized, missing records are labeled, and the packet asks the advisor to decide the remaining question.
Scope
Facts
Evidence
Conflicts
Decision
Built for the reviewer’s actual job.
The packet reduces time spent reconstructing context and increases time spent on judgment.
Evidence table
Every document and export labeled as usable, conflicting, missing, redacted, or out of scope.
Payroll reconstruction
Worker, pay period, wage, tax, deduction, liability, and settlement facts organized by source.
Advisor decision
Specific open questions, proposed next action, and where Runbook stops because professional judgment is needed.
Common advisor workflows.
The same evidence model supports cleanup, switch reviews, notices, and recurring client support.
Client cleanup
Turn exports, stubs, screenshots, and email explanations into one review boundary.
Provider challenge
Ask a provider a precise question with the period, amount, evidence, and mismatch already organized.
Notice support
Map agency claims to payroll facts, filings, deposits, and unresolved conflicts.
Repeatable service
Use multiple review cases to decide whether payroll proof is a service line for the practice.
Have a client payroll question?
Review intake is paused. Inspect the sample advisor packet before documents move.
See review status