CPAs
What are the tiers to Revenue Share Program?
1-4=25%
5-9=50%
10+ =75%
10% residual payments for active clients once they get to 5 starts in 12 month period
Where can you find competitor resources?
Klue and the ADP Demo
What type of accounts would you send a PA for? (What services are they using with us)
RUN & WC
RUN & HB
Does a Health BOR change their current health plan? What is the cost?
No & $0
What is the EARN model?
E - Educate
A - Ask
R - Reciprocity
N - Notify
How does a CPA earn FREE payroll for themselves?
Must link 2 clients on AC and refer 2 clients/year
12 months free
What is your pitch when reaching out to a client/prospect about their xmod increase
Your broker will have to use your new score that will post in a few weeks, ADP TotalSource can keep you at your current score
What is needed to from the client to quote for WC
EIN Number
Approx annual payroll amounts
Business operations
What is the Clover warm transfer line?
855-613-6425
What is needed to collect a grid?
Number of clients & average number of ee's
Pay frequency
Annual Billing per client
Any year end fees for W2/1099
What are some paint points for QB, Paychex, and Gusto?
QB: Price changes, no direct point of contact, do it yourself, constant upgrades to their software, lack of integration
Paychex: honeymoon discounting, pricing not straight forward, decrease of sales reps
Gusto: not scalable, lack of integration, do it yourself, no direct point of contact
What is your pitch when discussing large group rates?
Today your rates are dependent on the age of the ee's. ADP TotalSource can provide large group rates and savings because it non age banding. Rates are not dependent of age
What's the minimum amount of 1099's to be put on Workmarket?
10
Where can you find triggers for your cpas, clients, prospects
The Zone
70% Rev Share
20% Wholesale
10% Acquisition
You're bringing over a competitor and their first payroll with ADP will be 8/21, what reports do you need?
Previous Quarters: Q1-Q2
Current Quarter to Date: 7/1 - Today
Payroll by Payroll: separate reports for each individual check date ran in Q3
Tax Deposits for Q3
DE9, DE9C, and 941 for Q1 and Q2
EE Direct Deposit
When does the Vega list come out?
What are the 4 R's of Retirement? Pitch one of the R's
Retirement
Recruit & Retain
Reduce taxes
Requirement
What is the Big Beautiful Bill and how can ADP help?
If employees receive OT, tips, or bonuses, employers most classify them as qualified or non qualified. Employees will receive a tax credit. ADP can help by setting up TLM and HR Plus/HR Pro
On Accountant Connect show how to connect a client, how to pull a report, and show what products their clients have
Demo AC
Why are CT units from COI important
38% more roll call
12CT units/year = 112% of plan and $300k
What is the payout when a CPA refers a TS?
$20,000
What are some best fit industries for R&D?
Manufacturing, software, engineering,
When your account is termed, whats the first thing you should do?
Load an opp and NN