Acquisition
CBA Lightning and Traditional
Who qualifies for Revenue Share?
Firms who do tax and bookkeeping work
Who can become a wholesale firm?
anyone!
CPA TOM calls you back from a voicemail you left and tells you he has about 5 clients that he wants to set up on payroll. He doesn't process their payroll but wants to help get the clients to get up and running. What partnership do you recommend?
Revenue Share
True or False- Accountant Connect is the free portal we offer to firms to view their clients' payrolls.
True
How many clients qualifies for CBA Lightning?
20
How many referrals does a firm need in order to start getting paid?
3
Who gets billed the payroll process fee - the client or the firm on wholesale?
the firm
Bookkeeping Betty has 9 clients that she currently does payroll for. She knows her clients want her to continue to run their payroll for them. What partnership do you recommend?
Revenue Share/Wholesale
True or False - A wholesale firm can put their own firm's payroll on their wholesale solution.
True
What is the multiplier that we use for each client's annual value?
1.4
10%
$60
HR Management Company owner, Jocelyn, sends you an email. She has two clients that currently need payroll to be set up and wants to refer them to you. What partnership do you recommend?
Partner Referral
True or False - Firms get their Revenue Share checks as soon as their client processes payroll.
False
What do you send a firm that has the potential for an acquisition to fill out?
A grid
How long does a firm have to go through the tiers?
one year from enrollment
OTTO
ABC Tax and Services calls in and is looking for options on how to help service the 45 payroll clients they currently have. What partnership would you start with?
Acquisition
True or False - A client can transfer from a retail account to a firm's wholesale solution?
True
Firms are automatically enrolled in what after an acquisition?
Revenue Share
What percentage does a firm get of their client's annual payroll value if it is their 10th referral?
75%
How many clients does a wholesale need to reach the first tier of discounts?
11
Business Consultant Steve has 6 clients that he processes payroll for. He wants to outsource some of the responsibility of these clients but wants to be the face of payroll. What partnership do you recommend?
Revenue Share/Wholesale
True or False - Promotions are offered to wholesale firms.
True