Got questions about HR, accounting, payroll, or business growth? You're in the right place. Dive into our FAQs to find answers, insights, and a glimpse into how Savvion can streamline your operations.
(A.K.A. Who We Are, Why We Rock, and What the Heck Savvion Means)
What is Savvion, exactly?
We’re your behind-the-scenes dream team — a powerhouse of HR, Accounting, Payroll, and fractional support. Think of us as an extension of your crew (with better coffee and a sense of humor).
How is Savvion different from other accounting or HR firms?
We don’t pass the buck between departments. HR talks to Accounting. Payroll talks to Ops. Everyone’s invited to the strategy party — and your business wins because of it.
What does “fractional support” mean?
It means you get the whole brainy entourage without the W-2 baggage. HR pros, accountants, CFOs — the real-deal dream team, minus the full-time price tag. No benefits to manage, no desk to find — just high-level brainpower when you need it. And the best part? You’re unlocking a wealth of knowledge without emptying your wallet.
Who do you work with?
We work with small to mid-sized businesses who are tired of duct-taping things together. If you’re ready for structure, clarity, and a team that actually answers your emails — hi, it’s us.
Do you specialize in any particular industries?
We’ve got a soft spot for professional services, construction, healthcare, nonprofits, and makers of all kinds. But we’re not snobby — if your business has people and processes, we can help.
What’s with the name “Savvion”?
Savvy + Solution. Because we’re switched on, dialed in, and here to help you run a smarter, smoother business. Also, because “SavvyCoSuperTeam” didn’t look good on a business card.
How do you help small businesses grow?
We give you the internal backbone to support your growth — legit compliance, cleaner numbers, and smoother systems. You focus on what you do best; we’ll clean up the chaos behind the scenes.
What’s included in the “Headquarters Experience”?
Everything you need, nothing you don’t. HR, Accounting, Payroll, Strategy — all under one roof and all aligned with your goals. It’s like having a back office in your back pocket (without the bulk). And as you grow? We grow with you. Your team scales, your services flex, and we stay right there in step — because your success isn’t just our goal... it’s our game plan.
Do you only work with Colorado-based companies?
Nope! We love our Colorado roots, but we work with businesses all over the U.S. Whether you’re down the street or across the country, we’ve got you.
Are you a software platform or a real team?
We’re real humans (with good snacks). No robot generated tax returns, no black hole support inbox. You’ll know our names — and probably our pets’ names too, if you stick around long enough.
Where are you located?
We call Colorado Springs home. Want to meet in person? Great. Prefer to connect over Microsoft Teams with a hot cup of coffee from your home office? Also great. We’re flexible and happy to meet you wherever you are — as long as it’s not during a dentist appointment. That’s weird.What are your business hours?
Monday to Friday, 9:00 AM to 5:00 PM (Mountain Time). Except during June and July when we take Fridays off to enjoy a little sun and possibly some fly fishing. We’ll be back on Monday.
What happens if your office is closed due to weather?
Colorado rain or snow can't stop us. We’ve got remote work on lock, so you’ll still reach us by phone or email even if we’re snowed in and buried in fleece.
Do you have a chatbot?
We do — meet June! She’s our friendly, knowledgeable chatbot who’s always on duty to answer quick HR and accounting questions. You’ll find her on our website homepage or inside your client portal. She’s not a replacement for your team — just a helpful digital buddy when you need fast answers outside of business hours.
Can I use your office or conference rooms for meetings?
Absolutely. We love being a resource beyond just email threads and spreadsheets. If you need a space to host a meeting, training, or strategy session, just give us a heads-up. Our conference rooms are available by request — and yes, we’ll even make sure there’s coffee.
What’s Grandma’s Living Room — and can I use it?
It’s our cozy, fully-equipped podcast and recording space — home to our Show Me Yours episodes and many a good conversation. And yes, you can book it! Whether you’re filming a video, recording a podcast, or just want a space with better vibes than your basement, Grandma’s Living Room is available to reserve. No plastic on the furniture, we promise.
(A.K.A. Where the people magic happens — without the corporate weirdness)
What kinds of HR services do you provide?
From compliance and handbooks to hiring help, sticky employee situations, terminations, investigations, trainings, policy design, and "Oh no, what do I do now?" moments — we’ve got you. If it touches people or process, we’re all over it.
Can you help with hiring and recruitment?
Big yes. For members, we take the hassle out of hiring — writing the post, screening resumes, handling first-round interviews, and handing you a curated shortlist of solid humans. All you have to do is vibe-check your favorites and make the final call. It’s like speed dating, minus the cringe. While this service isn’t included in membership, it’s an exclusive add-on for members who want a done-for-you hiring experience without the headache.
Do you write employee handbooks and policies?
All day, every day. We build handbooks from scratch that reflect your culture, stay compliant, and evolve alongside your business. We even custom design them to match your branding — because your policies should look as good as they read. No cookie-cutter downloads here — just fully baked, custom-crafted greatness.
What if I have an HR emergency — can I call you?
If you're a member, absolutely. You’ve got real access to real HR pros during business hours. After hours, our chatbot June is on deck to help with the basics and point you in the right direction. She’s great with the quick stuff and handy pointers — and she’ll hold down the fort until we’re back on the clock.
What is the HR Hotline, and who can use it?
The HR Hotline is your team’s direct line to us — and a total game-changer for members who are tired of being the middleman. If your membership includes payroll, the Hotline comes built in. If not, it’s an easy add-on for members who want to keep their inbox sane and their people supported. Employees can call or email us directly with questions about payroll, benefits, conflict, or company policies — no need to go through you. It’s discreet, it’s professional, and it gives your team real answers while you get to breathe a little easier.
Can you train my managers?
You bet — and not just for managers. We offer live and on-demand trainings for your whole crew, from harassment prevention (our most popular, and for good reason) to leadership, Manager 101, and hospitality-style customer service. Most trainings are a paid add-on, but some membership tiers come with sweet perks — like unlimited access to our online harassment course or a 2-hour live session on the house. Pick your flavor, and we’ll bring the good stuff.
Do you help with terminations or difficult employee situations?
Oh, yeah. We help you navigate the rough stuff with compassion, compliance, and confidence. From coaching and documentation to actual investigations and exits — we’ll keep you out of the drama and the courtroom.
Do you help us stay compliant with state and federal labor laws?
Yes, and we make it make sense. We keep you updated on changes, guide your decisions, and help you implement policies that keep you on the safe side of the law (without sounding like a robot).
What’s the HR Audit you offer — and why does it matter?
It’s like an HR check-up. We review your current policies, practices, and compliance gaps to show you where you're solid — and where you're unintentionally living on the edge. Think of it as a tune-up for your people ops.
Can you help with internal investigations or EEOC claims?
Yep. We know how to dig in, document correctly, ask the right questions, and help you respond the right way. Whether it’s a harassment claim or an interpersonal mess, we’ve got tools, tact, and a steady hand. If legal counsel is required, no worries, we have tons of friends who play in the lawyer sandbox.
How can you help me build a better team culture or hold people accountable?
By aligning your values with your policies and giving your managers the tools to lead without playing whack-a-mole. We help you create clarity, consistency, and culture that’s not just a buzzword.
(A.K.A. Where we make paying people less stressful — and actually kinda smooth)
Do you offer full-service payroll processing?
Oh, we do. We handle wages, taxes, direct deposits, filings, and year-end forms — all on time and without you having to become a part-time payroll expert. We make it look easy so you don’t have to pretend it is.
Can you manage payroll taxes and filings for my business?
Absolutely. We wrangle the IRS, state, and local filings so you don’t have to. You stay compliant, we keep it clean, and your calendar never has to include “panic over payroll tax deadline” again.
Is your payroll service available to any business?
Yep! Whether you’ve got a team of 3 or 30, we’ve got payroll solutions that flex to fit your setup. Growing fast? We’ll grow with you — no weird hoops, no hidden fees.
Can I integrate your payroll service with my accounting software?
We require QuickBooks for all payroll clients — that’s how we keep your books clean, synced, and free from mysterious entries labeled “???.” You focus on running the business; we’ll keep the data flowing where it needs to.
Do you offer employee self-service portals?
You bet. Your team can view pay stubs, update personal info, and access their tax forms — without bugging you every time they lose a password or need last month’s pay stub again.
Can you help me onboard new employees into payroll?
We make onboarding a breeze. From setting up pay schedules to collecting I-9s and W-4s, we’ll guide you through every step so your new hires are paid correctly from day one. No hiccups, no "Oops, we forgot you" moments.
What’s changing with your payroll services?
We’re dialing up the flexibility . Whether you need basic processing or a full payroll experience synced with your HR and accounting services, we’ve got options. Custom support, just how you like it.
Are you filing my payroll, or is that done by a third party?
We file it ourselves. We may use trusted platforms behind the scenes, but your filings, deadlines, and compliance are handled by our team. No mystery vendors, no “we’ll get back to you.” Just us — getting it done.
Who can I talk to if there’s an issue with a paycheck?
If you have HR services with us, your employees can reach out to the HR Hotline directly (no middleman, no confusion). If you don’t, all payroll communication goes through your designated office contact — we’ll make sure they’re looped in and supported every step of the way. Either way, your people won’t be left wondering where their paycheck went.
Do you help clients avoid common payroll mistakes?
Yes, and we do it proactively. We catch the sneaky stuff — like net vs. gross reporting issues, misapplied taxes, or bank mismatches — before they cause trouble. Think of us as your payroll safety net (minus the circus).
(A.K.A. Let’s make your numbers make sense — and maybe even smile-worthy)
What financial services do you offer?
Bookkeeping? Check. Tax prep? Yep. Forecasting, budgeting, and CFO-level insight? Also yes. Whether you need someone to keep the books clean or help you plan big moves, we’ve got the brains and the spreadsheets.
Do you do taxes?
We sure do. We handle income tax filings, estimated payments, tax projection, compliance clean-up, and smart planning to reduce your tax burden. Whether you're looking to stay ahead or catch up, we’ve got you covered.
What’s the difference between your accounting services and hiring a bookkeeper?
A bookkeeper tracks what happened. We help you understand why it happened, what it means, and how to use that info to move forward. Strategy is part of the package.
Can you help me understand my financials better?
Yes — and we won’t throw jargon at you. We’ll walk you through your reports in plain English so you can actually use your numbers to make decisions, not just stare at them and hope for the best.
Do you help with business budgeting and forecasting?
Absolutely. We’ll help you plan like a pro with budgets that make sense and forecasts that look ahead without a crystal ball. More clarity, less guesswork.
How do you help with profitability?
We look at what’s working (and what’s leaking), help you spot trends, and offer practical ways to boost margins. Sometimes it’s tightening expenses. Sometimes it’s raising rates. Always, it’s with your big picture in mind.
What’s the process for switching from my current CPA or bookkeeper to your team?
We’ll guide the whole transition — including gathering documents, talking to your previous provider if needed, and setting you up without disrupting your day-to-day. No awkward breakups. Just a clean handoff and a better system.
How do I save on my taxes?
Two words: strategic planning. We help you with income and expenses, identify credits and deductions, and structure things smartly so you’re not overpaying. Legal, ethical, and beautifully optimized.
What documents do I need for tax preparation?
It depends on your situation — but generally, you’ll need income records, expenses, payroll data, and a few details about major transactions. Don’t stress — we’ll give you a tailored checklist to make it painless.
What entity should I choose for my business?
LLC, S Corp, sole prop, oh my. We’ll walk you through the pros, cons, tax implications, and long-term impact so you can pick the one that fits your goals — not just the one that “sounds familiar.”
How do self-employment taxes work?
If you’re self-employed, you get the fun of paying both the employer and employee side of Social Security and Medicare. We’ll help you estimate, file, and stay on top of those quarterly payments so they don’t sneak up on you.
Who will be handling my account?
You’ll have a qualified accountant or CPA backed by a team that actually communicates. We’ll make sure you know who’s doing what — and how to reach them without playing email tag.
What’s the tax effect of this transaction or life event?
Big moves = big questions. Whether you're selling property, making a major purchase, or cashing something out, we’ll help you plan for the tax impact before it hits. No surprises — just strategy.
(A.K.A. Big-brain energy without the full-time payroll hit)
What does “fractional support” mean?
It means you get the dream team without the W-2s. HR pros, accountants, CFOs — ready to roll, but only for the time and tasks you actually need. No benefits packages. No awkward team lunches. Just straight-up support.
What’s the benefit of using fractional services?
You get the good stuff — expert-level brainpower, strategic input, accountability — without the full-time price tag. It’s like getting a Michelin-star meal on a Tuesday. Custom. Efficient. Delicious.
What’s the difference between a Fractional Accountant and a Fractional CFO?
The Accountant keeps your books clean and your records tight. The CFO helps you read the financial tea leaves and make bold, informed moves. One’s about control. The other’s about vision. Together? Chef’s kiss.
How is a fractional CFO different from a full-time CFO?
Same brain. Fewer hours. No six-figure salary. You get high-level strategy, cash flow confidence, and planning power — without the corner office drama.
My business is growing, and I need more financial guidance than just basic accounting. How can a Fractional CFO help?
They’ll help you stop reacting and start leading. From dialing in your pricing to mapping out your next growth move, they make your financials work for you — not just stare back at you like a math test.
Can I use your services for just a short-term project?
Totally. As a member, you’ve got the flexibility to pull us in for cleanup projects, a “help-me-get-my-act-together” sprint, or whatever messy middle you’re in — all within your year-long membership. We’re built to flex, but we’re not a one-and-done kind of deal. When you join, you’re locking in real support for the long haul.
How do your fractional teams integrate with my business?
We don’t just drop in — we embed. We learn your systems, get to know your style, and work like we’ve been there since day one (just with way fewer meetings and better tools).
Will I have one dedicated point of contact or a full team?
You’ll have a whole team behind you, with clear point people for every piece of the puzzle. You’ll always know who to email — and it won’t be some mystery inbox that answers three days later with “please clarify.”
How flexible are your fractional services? Are we locked into a contract?
Good things take time — and so does real progress. That’s why our memberships roll on a 12-month commitment. It gives us the space to build momentum, clean up the chaos, and actually move the needle. You’ve got wiggle room to scale or shift your support as you grow, but the year-long structure keeps things steady while we do the good work together.
(A.K.A. Turning your business spaghetti into a well-organized meal prep plan)
Can you help streamline how we run as a business?
Yes — but we don’t overhaul your whole empire. We focus on what we’re doing with you — HR, Payroll, Accounting — and make sure those pieces are mapped out, documented, and actually doable. Structure without the corporate consulting price tag.
What does “process support” mean at Savvion?
It means we don’t just set up services and say “Good luck!” As we onboard you, we build out the steps, tools, and workflows you’ll actually use. So when it’s time to run payroll or handle an employee issue, you’re not guessing — you’ve got a custom roadmap.
Do you offer general operations advisement?
Not yet — but never say never. Right now, we focus on helping you clean up and streamline the parts of your business we actively support. Think of it as foundational ops — the stuff that keeps your internal world from unraveling.
Can you help define roles and responsibilities during onboarding?
Absolutely. We’ll help clarify who does what, when, and how — both on your team and ours. No more “Who was supposed to send that again?” vibes. Everyone knows their lane.
How do you document processes for us?
We create clean, step-by-step SOPs customized to your business. These aren’t boring binders or dusty docs — they’re living, breathing guides you can actually use. Need to onboard someone new or delegate a task? Boom. It’s in the book.
(A.K.A. What it’s like to be one of our people — start to finish)
How do I get started with Savvion?
Once you join, we schedule your onboarding meeting and kick things off. You’ll meet your team, review your services, get your systems connected, and we’ll walk you through what happens next. No confusion. No waiting. Just day one clarity.
Why do I need to have an onboarding meeting after becoming a member?
This meeting isn’t just a “Hi, nice to meet you.” It sets the tone, sets expectations, and gets everything moving. We’ll talk through your business, your goals, and your team so we can build processes and support that actually work for you.
What happens during onboarding?
You’ll meet with the operations manager who will walk you through everything — from what we need from you, to how we’ll build your workflows, to where your services plug in. It’s hands-on, collaborative, and yes — it includes your very own SOPs. Fancy, huh?
What do I need to bring to onboarding?
Not much — just your business brain and a willingness to share how things work behind the scenes. We’ll send a checklist ahead of time so you know what docs and logins to prep. No surprises.
How long does onboarding take?
It varies based on services and responsiveness, but we typically wrap things up in 2–4 weeks. We’ll move at your speed (but gently nudge if needed). The goal? Get you up and running without burnout.
Will you help me set expectations with my team during onboarding?
Absolutely. Whether it’s looping them into new processes or helping clarify who’s doing what, we’ll give you tools, templates, and scripts to make sure no one’s left guessing.
Do I have to go through onboarding if I’ve worked with firms like yours before?
Yes, and here’s why: we’re not like firms you’ve worked with before. Our services are integrated and customized, which means we need to understand your systems, people, and needs — not assume you’ll fit into ours.
When can I expect my work to be done?
We’ll let you know up front. Whether it’s a report, return, or project, we’ll give you realistic timelines (and keep you posted if something shifts). We don’t ghost — we communicate.
Who do I talk to about the portal?
We’ll show you around during onboarding and introduce you to your dedicated support team. You’ll always know who to reach out to — and how.
Why can't I send my documents via email?
Because email’s not secure, and we like keeping your sensitive info locked down. We’ll give you access to a secure portal for everything — it’s easier, safer, and honestly, more organized than your inbox.
How do I set up accountant access in my bank accounts?
We recommend reaching out to your bank directly to set up accountant or view-only access. Every bank has its own process, and they can guide you best. Once it’s set up, just send us the confirmation — we’ll take it from there.
Who is actually completing my taxes or projects?
Our in-house team. You’re not getting shuffled off to a mystery third party. We do the work, we answer your questions, and we stand behind what we deliver.
Who do I talk to if I have specific questions?
You’ll have dedicated point people for each area — HR, Payroll, Accounting. You won’t get bounced around. You’ll know who’s who and who’s got what.
What if I forget a deadline or miss a request?
No judgment. We’ll send reminders and help you catch up. Life happens. The point is to keep moving — not to make you feel bad for being human.
How can you make life easier and less overwhelming for me?
Structure, communication, and a team that actually cares. We keep you informed, supported, and on track — without micromanaging or overwhelming you. This isn’t corporate consulting. This is real help.
What’s a classic “oops” moment you help clients avoid?
Sending in only net wages, skipping gross pay, locking their tax organizer, or buying a truck right before filing season. We’ve seen it all — and we help you catch the potholes before you hit them.
Where do you absolutely crush it?
Communication. Follow-through. Being human. We don’t disappear after kickoff or wait until tax season to talk. We show up, check in, and care enough to ask how things are actually going.
(A.K.A. Things people assume — until they meet us)
Isn’t accounting just about numbers?
Sure, numbers matter — but we’re here to translate them. We connect your books to your business strategy so your financials don’t just sit there looking pretty… they actually work for you.
Can you really make this feel easier for me as a business owner?
Yes. And we’re kinda obsessed with doing just that. We build systems, walk with you, and explain things like a real person. No more Googling tax terms at midnight or wondering if your PTO policy is “good enough.”
I didn’t know you could help with [insert thing we’re great at]. Is that true?
Probably. Clients are always shocked that we help with stuff like employee investigations, EEOC responses, financial strategy, and even custom SOPs. (Spoiler: we do a lot. And we’re really good at knowing when to refer you out, too.)
I thought I had to figure all of this out myself.
No way. You’ve got a team now — and we like helping. Whether it’s payroll, a compliance headache, or your first time hiring someone, we’ll walk you through it. You don’t have to guess anymore.
Accounting and HR are totally separate, right?
Not here. We integrate your people and your numbers to reduce confusion, save time, and keep everything moving in the same direction. Your bookkeeper should know when you're hiring. Your HR pro should know how payroll works. We’re the bridge.