Payroll Companies & Payroll Services in Canonsburg, PA

Overview

CompFinO is an accounting practice owned and run by Joshua and Kelly Jones. Its work centers on small businesses, and it combines payroll, bookkeeping, tax preparation and financial guidance within a single firm. One office is located in the Southpointe section of Canonsburg, Pennsylvania, and it serves the Pittsburgh area. A second office operates in Naples, Florida.

The firm's name abbreviates Complete Financial Optimization, which reflects the goal of letting an owner depend on one team instead of coordinating several separate providers.

Who the Firm Serves

The client base is made up largely of business owners, executives and independent professionals, and the firm also prepares tax returns for individuals. Its payroll practice handles more than 500 clients and concentrates on employers with roughly one to 100 workers.

Even so, the firm describes its payroll capabilities as suitable for businesses of every shape and size, from single-employee S corporations to organizations with more than 300 people on the payroll. Companies that are just getting started can also receive help setting up payroll from day one.

Payroll Approach

The firm positions its payroll offering as a boutique service supported by a full CPA practice. Rather than being passed between multiple customer service representatives to get an answer, clients are meant to deal with knowledgeable staff. Packages can be tailored, so an employer may remain closely involved in each cycle or step back almost entirely.

The firm also describes its pricing as straightforward: the fee structure does not change with each payroll run, and nothing extra is charged for printing, envelopes or check stuffing.

At the most hands-off level, a dedicated payroll specialist learns the details of the company and its payroll setup. The client only needs to pass along information like hours, raises and newly hired employees by phone, email or fax. This full-service tier includes:

• Complete payroll processing and ongoing management
• Payroll tax filing
• A detailed reporting package
• A complimentary consultation for prospective clients

Other Services

Since payroll is part of a wider practice, employers can layer on additional help when they need it. Available services include:

• Bookkeeping and bill pay
• Outsourced accounting
• Controller and CFO services
• New business formation
• Business tax preparation and tax planning
• Personal tax preparation
• Financial planning

The firm points out that current tax rules are intricate and always evolving, so even a modest return can result in overlooked deductions and credits, and software alone is no replacement for an experienced professional. Its response is to plan ahead throughout the year in addition to preparing and filing returns, helping clients pursue legitimate savings while remaining compliant. A secure client portal and a file-sending tool are also available.

Leadership and Staff

Joshua and Kelly Jones first met in public accounting, and between them they have over 50 years of experience in accounting and taxation. Joshua is a licensed CPA who graduated from Duquesne University. Kelly has an MBA and is a Pennsylvania State University graduate. Both are described as heavily involved in their communities, and they divide their time between homes in Naples and Bridgeville, Pennsylvania.

The owners work with a team that includes:

• A senior manager spanning tax, payroll and accounting
• A senior manager who is also the payroll specialist
• Two managers covering tax and accounting
• Staff accountants dedicated to payroll and to accounting
• A communications coordinator