The system is only as good as the setup behind it.

Spend, payroll and benefits go wrong in the rollout, not the brochure. We are a Ramp, Justworks and ADP partner, we have implemented all three enough times to know where they break, and we will tell you when none of them is the right answer.

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Ramp

Spend, cards and approvals, designed around how your business actually authorizes money — not around the default template.

System design

Card policies, approval chains, coding rules and how it all lands in the general ledger.

Implementation

Rollout, integrations and getting your team to actually use it.

Ongoing management

We keep running it — policies, exceptions and the monthly reconciliation — as part of the accounting work.

Justworks

PEO, payroll and benefits for companies that need real coverage without building an HR department to administer it. The PEO and benefits side of our work runs through Justworks.

PEO setup

Whether a PEO is right for you at all, and the registration and onboarding if it is.

Payroll

Migration from whatever you're on now, multi-state registration, and the first few runs watched closely.

Benefits

Plan selection, enrollment, and the annual renewal conversation nobody looks forward to.

Direct access to your payroll data

Partner access to your Justworks account means we pull what we need ourselves, rather than asking you to export a report every month.

A named contact, not a queue

Escalations run through a dedicated relationship manager at Justworks instead of general support.

ADP

Payroll and HR at the scale where you need a full platform behind it.

Platform setup

Which ADP product fits the company you actually are, then the build and the migration.

Multi-state payroll

Registrations, tax setup and the filings, in every state where you have employees.

HR and reporting

Onboarding, time, and getting the payroll data back out in a form the books can use.

The wider stack

We're system agnostic. These are the ones we know well enough to recommend, set up and run.

The default for most small businesses, and the one we clean up most often.

Where multi-entity reporting stops fitting in QuickBooks.

And others

Bill, Gusto, Expensify, industry-specific systems. If your books live in it, we'll work in it.

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WHY THE PARTNERSHIP MATTERS

What it actually buys you.

Partner badges are easy to collect and mean very little on their own. What matters is whether the firm holding one has implemented the thing enough times to know where it breaks.

These are the four differences you should actually feel.

Nobody learns on your account

We've done these implementations repeatedly. You're not the project where we figure it out.

One point of contact

When the system and the books are handled by the same firm, nothing falls into the gap between two vendors.

An honest recommendation

Being a partner means we know exactly who it suits. Plenty of our clients shouldn't, and we say so.

We run it afterwards

The configuration stays ours to maintain, so it still fits six months later.

THE OUTSIDE BENCH

Some work belongs with a specialist firm.

Attest engagements require independence. Legal advice requires a lawyer. A valuation carries more weight when the person signing it has no other relationship with you.

Most of what you need, we do. The rest we introduce you to and coordinate, and we stay in the room while it happens.

Audit, review and compilation

Handled by an independent licensed CPA firm. We prepare and provide the financial data, and manage the process alongside them.

Estate and corporate counsel

For the documents behind the plan, and for the transaction paperwork when something is being bought or sold.

Tax resolution counsel

When a matter needs privilege or representation that belongs with an attorney rather than an accountant.

Retirement plan design and administration

Plan design, third-party administration and recordkeeping, run by a specialist firm. We handle the payroll integration and the deductions on your return.

Valuation

Independent valuation consultants for gift and estate work, buy-sell agreements and transactions.

Investment advice

Advisors where a client wants one. Namu Advisory doesn't give investment advice, sell investment products or manage money.

Need something outside our scope?

Submit your contact information and we'll connect you with the right specialist and stay involved.

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