Debbie, Your Payroll Shortlist Is Almost Ready
Here's what happens next to unlock your payroll matches.
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Request complete
Advisor review
Shortlist ready
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Say hi to your advisor
Ask anything about your matches, pricing, fit, whether a provider handles something specific. We read every message.
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Quick Verification
Your payroll specialist Rodolfo Cortes is reviewing your request. Expect a quick call or text from (239) 955-7376 to confirm details and finalize your matches.
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Your Shortlist
Once verified, your custom shortlist of up to 4 trusted payroll companies will be ready. You'll receive an email with your matched companies.
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Compare & Choose
Each company may reach out by phone or email to discuss specifics. You'll receive pricing proposals so you can evaluate each and make a confident decision.
Keep your phone handy! If your advisor has additional questions, they may give you a quick call to clarify your requirements.