Convert Roadmap
How many CPA looks ups are expected per day
2
What is the username and password for the Demo
demo
test123
A firm that runs payroll through ADP and charges the client what they would like
Wholesale
Question 1
Tell me about your firm
When do firms start getting paid?
3 closed units
Of the firms you look up how many are reassigned
20%
Can a firm refer a client directly in Accounting Connect
Yes
A CPA does not run payroll but wants to refer ADP
Rev Share
Question 2
What are your goals over the next 12-24 months? What aspects of your business are you looking to grow?
When do firms get paid
December, January, February May 15
March, April. May August 15
June, July, August November 15
September, October, November February 15
25%
Which tab can you see product recommendations?
Advisory Opportunities
A CPA firm that does payroll but no longer wants to do payroll
Acquisition
Question 3
Are there any services you are looking to eliminate or scale down in the next 12-24 months?
How much do firms get after 3 units start
25%
What % of firms you enroll in PTA will be flipped
75%
Where can you pull Vertical IQ Industry Reports?
Analysis Tools
Can you have firm on both revshare and wholesale?
Yes
Question 4
What happens when a client needs payroll today?
When do firms get residual payments
After 5 starts
What is the average deals and roll call a flipped firm will yeild
15k and 7 units
Can a CPA pull multi payroll reports?
Yes, through batch reporting.
Yes
Question 5
What do you know about ADP? What has your experience been with ADP in the past? Etc
What do firms get paid if they refer a total source unit
4,000 each year for 5 years totaling 20,000