6 Steps of the Sale
So tell me, what do you know about ADP?
EXECUTIVE OVERVIEW
Protects business owners and employees from paying out of pocket if something happens
WORKERS COMPENSATION
Legal procedure where a court orders a business owner to withhold a debtor’s fund
GARNISHMENT PAYMENTS
W4
FEDERAL INCOME TAX
3 to Free
CLIENT APPRECIATION PROGRAM
Since YOU see value in having a handbook to communicate company policies, I’m sure your accountant / spouse will, too. Why don’t we collect paperwork today and I’ll call you tomorrow to confirm you got a thumbs up.
PRESENT/CLOSE
Reward incentive to companies that are innovative
RESEARCH & DEVELOPMENT TAX CREDITS
Pay your bills, generate invoices, and get paid all from the same place
Reported annually to the IRS
FUTA
Influential Business Organization or Group that supports other small business owners
STRATEGIC PARTNERS
Before we move forward there are several objectives I would like to share with you to optimize our time together and you can get a better understanding
AGENDA
Tracking this is not only is it required by law, it will now impact an employee’s ability to receive the tax deduction
TIME AND ATTENDANCE
Tracks direct labor, materials, and overhead expenses for specific projects
JOB COSTING
EE is taxed more if you make over 200k
MEDICARE
Independent professional with a book of business who analyzes your specific risk management needs and shop, compare, and negotiate policies
INSURANCE BROKER
What recourse do you have in place to ensure you’re making informed employment related decisions?
PROBE
Clients have access to our no cost benefit admin tool and will receive ongoing support
HEALTH & BENEFITS
Tools to find, manage, and evaluate candidates
CAREER PLUG/ZIP RECRUITER
SUI
Small business customers look to you for advice on lending, checking and savings accounts, and merchant services
BANK CHANNEL
RAPPORT
help me accumulate wealth and help me pay less taxes
RETIREMENT
Simplifies the lives of small businesses with business management solutions that are all-in- one and tailored to accept payments, run and manage the business more efficiently, identify opportunities to grow the business
CLOVER
Turns off for the EE once you make over $176,100
SOCIAL SECURITY
Robust referral program including revenue share, complimentary practice resources and access to a unified solution across your portfolio to make payroll, reporting and advising truly simple, while providing your clients the same assurance and better service
ACCOUNTANT REVENUE SHARE