Partners

 

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QuickBooks

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

SJR & Company is a part of the QuickBooks ProAdvisor Program. Contact us for significant savings on QuickBooks products and services.


Gusto

Gusto (formerly ZenPayroll) is a company that provides a cloud-based payroll, benefits, and human resource management solution for businesses based in the United States. Gusto handles payments to employees and contractors and also handles electronically the paperwork necessary to help client companies comply with tax, labor, and immigration laws.

SJR & Company is a part of the Gusto Partner Program. Sign up with us to manage payroll for you.


Justworks

Justworks is a simple platform with exceptional 24/7 customer service with the power of a PEO, so all teams have more time to focus on what matters. Get access to corporate-level benefits, seamless payroll, HR tools, and compliance support—all in one place.

SJR & Company is part of the Justworks Partner Program. Contact us for savings.


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XERO

Xero is the emerging global leader of online accounting software that connects small businesses to their advisors and other services. Xero provides business owners with real-time visibility of their financial position and performance in a way that’s simple, smart and secure. Xero has over 1 million subscribers worldwide and is growing every day.

SJR & Company is part of the Xero Partner Program. Contact us to manage Xero for you.


TSheets

TSheets is a time tracking and employee scheduling app for companies needing to track, manage, and report time. The service runs in a web browser or on mobile phones and integrates with various payroll and accounting platforms like QuickBooks, Xero, Gusto, Square, and others.

SJR & Company is part of the TSheets PRO Program. Contact us for savings.


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Guideline

Guideline is an all-inclusive 401(k) plan for growing businesses that’s easy for employers and even easier for employees to enroll and save. Guideline is the first full-service 401(k) without management fees or hidden costs—just $8 per participating employee per month. Employers pay a flat fee, employees pay a low fund expense, and everyone understands what they are paying for.

SJR & Company is a part of the Guideline for Advisors Program. Contact us to manage your 401(k) plan for you.


 

Other Referrals


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personal capital

Personal Capital is a next generation financial advisor. The company melds technology with professional advisors to help households with complex financial lives manage their wealth. Personal Capital has assets under management over $7.5 billion. Personal Capital offers free financial tools to see all your accounts in one place, gain insights into spending, saving and retirement goals, and see projected outcomes and run "what if" scenarios. Be sure to run the Retirement Fee Analyzer to estimate how much you will lose to fees.

Get $50 just to sign up and link a qualified investment account, and if you become a Wealth Management client, you’ll also get 3 months free.