Business Details
7 Years
experience
Your Trusted Partner for Payroll & Bookkeeping Solutions
Southern Payroll & Bookkeeping was founded on the belief that small businesses deserve personalized financial solutions that prioritize their unique needs over transactional relationships. We specialize in strategic bookkeeping, full-service payroll, and business advisory services designed to help growth-focused organizations build scalable financial systems. Our one-business-day callback policy and absence of annual contracts ensure we consistently exceed client expectations through accountability and transparency.Through our #SouthernSupports initiative, we donate 10% of one-time service fees to client-chosen nonprofits, transforming financial operations into community impact. Our team combines industry-leading technology with hands-on expertise to deliver monthly financial reporting, payroll management, and strategic advisory servicesincluding EOS alignmentthat empower business leaders to focus on revenue growth and operational efficiency.
Services
Payroll Services
Bookkeeping
Business Advisory
HR Management
Strategic Planning
Details
- Year established: 2019
Highlights and features
- We offer a one-business-day callback policy for urgent client needs
- Our #SouthernSupports initiative donates 10% of service fees to client-chosen nonprofits
- We provide customized financial operations solutions without annual contracts
- Our team includes EOS Master Certified Integrator Coaches for strategic alignment
- We combine advanced technology with personalized support for scalable results
What people say
Unbelievable service
Extremely helpful
Always accessible
Proactive approach
Peace of mind
Services
Payroll Services
Our payroll services handle tax filings, paycheck processing, and compliance reporting while leveraging Gusto technology for accuracy. Clients receive expert support for payroll setup, direct deposits, and year-end W2/1099 preparation. We ensure timely, error-free payroll processing with dedicated team availability for urgent needs.
Bookkeeping
Monthly bookkeeping includes balance sheets, profit/loss statements, and variance reports to track financial health. We clean historical records, implement accounting systems, and provide quarterly reviews. Our team uses QuickBooks ProAdvisor expertise to maintain organized, audit-ready financial documentation for tax and growth planning.
Business Advisory
Advisory services focus on cash flow optimization, profitability strategies, and operational efficiency improvements. We develop growth plans, implement KPI tracking systems, and provide fractional CFO support. Our EOS alignment expertise helps businesses scale through structured accountability frameworks and data-driven decision-making.
HR Solutions
HR services cover payroll tax compliance, employee onboarding, and regulatory documentation. We manage worker compensation reporting, unemployment claims, and employee handbook updates. Our team ensures adherence to federal/state labor laws while minimizing compliance risks for growing businesses.
Tax Preparation
We coordinate annual tax filings through partnered CPAs, focusing on deductions for business expenses and payroll costs. Our team prepares quarterly 941 forms, state tax returns, and industry-specific tax documentation. We implement year-round tax planning strategies to reduce liabilities and ensure compliance.
People
George Wilson
CEO
George leads strategic growth initiatives with over 15 years of financial operations experience. He oversees service delivery and client satisfaction while maintaining industry partnerships with QuickBooks and Gusto platforms.
Scott Rix
Business Consultant/COO
Scott manages day-to-day operations and serves as fractional CFO for key clients. His expertise in EOS implementation helps businesses align financial and operational strategies for scalable growth.
Teresa Holley
Bookkeeping Team Lead
Teresa supervises bookkeeping operations with specialization in QuickBooks system optimization. She trains clients on accounting software and ensures accurate month-end closing processes for over 100 active accounts.
Jennifer Sanford
Payroll Team Lead
Jennifer directs payroll processing for 500+ employees across multiple industries. Certified in Gusto platform management, she specializes in complex tax calculations and compliance reporting for multi-state businesses.
Charlene Major
Accounts Bookkeeper
Charlene provides direct client support for bookkeeping needs with focus on small business accounting. She conducts monthly reconciliations and trains clients on financial software tools for improved financial visibility.
Questions
What industries do you specialize in?
We serve healthcare, real estate, hospitality, retail, non-profits, and trade services with tailored financial solutions.
How does your payroll service work?
We handle tax filings, direct deposits, and compliance reporting using Gusto technology with dedicated team support.
Do you offer bookkeeping for small businesses?
Yes, we provide monthly bookkeeping with QuickBooks integration for solo entrepreneurs and growing companies.
What advisory services are included?
Our advisory includes cash flow analysis, profitability strategies, KPI tracking, and EOS implementation support.
How are financial reports delivered?
Clients receive monthly P&L statements, balance sheets, and variance reports with quarterly in-depth reviews.
What makes you different from competitors?
We combine technology with personalized service, donate to client-chosen charities, and offer flexible contract terms.
