04 · Services
Vendor Administration
Collect and organize vendor W-9s and Certificates of Insurance, track expiration dates, and keep vendor records current.
About This Service
Vendor paperwork is a compliance risk. A missing W-9 holds up year-end 1099 reporting, and an expired certificate of insurance leaves your business exposed when a vendor is on your job.
We collect and organize vendor W-9s and Certificates of Insurance, keep a directory of vendor contacts, log each expiration date, and flag a certificate before it lapses.
Examples of This Work
- Building and maintaining a vendor contact directory
- Collecting and organizing W-9s and Certificates of Insurance
- Flagging a vendor's insurance certificate before it lapses
How it works
- Tell us what you need. Share the tasks that take the most time.
- We build a scope. You get a Scope of Services built around your jobs and your team.
- Get your custom quote. Pricing is custom and follows the scope.
Common Questions
Why collect a W-9 from every vendor?
The W-9 gives you a vendor's legal name, taxpayer identification number, and federal tax classification, which you need to report payments accurately at tax time.
Do you verify coverage limits and endorsements?
We track and file the certificates. Your team or your broker reviews coverage limits and endorsements.
Used by These Industries
This service is commonly used by businesses in these industries.
Want this handled for you?
We'll fold it into a Scope of Services built around what you actually need.
Get a Custom Quote