ERTC
What can Paychex do to support CPA's with ERTC? (FEATURE)
Paychex handles collecting all the backdated payroll data, and completing the complex ERTC reporting for the CPA
What does AHQ stand for?
Accountant Head Quarters
What is the name of the Paychex subsidiary that offers a Hosting/White Label solution to CPA's
SurePayroll
What does AKC stand for?
Accountant Knowledge Center
What does CPE stand for?
Continued Professional Education
What are the benefits of our ERTC reporting serivce? How does it impact the CPA/firm?
•No extra steps involved for the CPA, takes the burden of reporting off their plate
•They can still offer ERTC help to their client’s without having to chase down the payroll data/spend any time on the reporting
•Saves the CPA time
•Allows them to better serve their clients
•Enhances their advisory role/client relationships
What are the features of AHQ?
•“One stop shop”, single sign-on dashboard
•Access to all client payroll & HR data
•Access to reports & analytics – over 150 different reports
•Access to contact information for Service Team & Sales Associate
What is Hosting/White Label? What can we offer through our SurePayroll hosting solution?
•SurePayroll Hosting Solution: A full-featured, online payroll service with an easy-to-use online dashboard for accountants who do payroll for their clients in-house.
•The accountant uses the SurePayroll platform, branded with the firm’s name and logo, to process the business’ payroll.
What is the AKC? How can our CPA partners access it?
The ultimate online resource for accounting professionals.
•Website dedicated for accountants to access updated information at their fingertips such as:
•Up-to-date industry news
•Critical practice management tools
•Valuable payroll, HR, and tax related resources
Located conveniently within the AHQ dashboard!
What can Paychex offer in regards to CPE?
•Paychex provides free CPE webinars that are dedicated to the accounting community
•Courses on relevant, useful topics such as: ethics, tax preparation, budgeting, forecasting, and more
•These self-study and eLearning courses are located in the AKC, and are available 24/7.
What does ERTC stand for?
Employee Retention Tax Credit
What are the benefits of our AHQ dashboard? How does it impact the CPA/firm?
•Access to all client information, as well as other tools and resources dedicated for CPA's - all within a single dashboard!
•Saves CPA’s time & money having one dashboard for all their clients
•Enables CPA’s to work more efficiently with clients & strengthens client relationships
In regards to Hosting/White Label, what are the benefits of what we can offer? What is the impact to the CPA/firm?
•Online payroll platform, easy to manage client’s data & reports
•White Label Solution, branded with the firm’s name and logo.
• CPA’s can maintain total control over markup and control client billing.
• Access to dedicated support from our experienced Accountant Care
ENABLES GROWTH AT THE FIRM
INCREASES THE BOTTOM LINE
ENHANCES THEIR ADVISORY ROLE
Give an example of a discovery question you could ask to determine if you should present AKC?
What resources do you have in place to stay up to date with industry news?
In regards to CPE courses, what are the benefits of what we can offer? What is the impact to the CPA/firm?
•CPAs can earn free CPE credits online by completing interactive self-study courses from the convenience of their desktop.
•Enhances professional development, knowledge and expertise
•Enables CPA’s to work more efficiently with clients
Put together an opening statement that includes ERTC
Hi, this is ___ calling from Paychex, how are you? Great! The reason for my call is Paychex values the partnerships we have with the accounting community, and we've offering support to firms like yours in regards to client payroll, taxes, and the complex ERTC reporting. Have you had any business clients ask you about ERTC?
What are 2 discovery questions you could ask to determine if you should present AccountantHQ?
How do you access your clients data & reports?
Can you access data for multiple different clients from the same platform/dashboard?
If you had the technology to access ALL your clients data from 1 single dashboard at your fingertips, would that make your life easier?
What is a discovery question you could ask to determine if you should present Hosting/White Label?
Do you do payroll for your clients because you WANT to, or because you HAVE to?
Is payroll a profitable revenue stream?
In regards to AKC, what are the benefits of what we can offer? What is the impact to the CPA/firm?
•Provides access to a wide range of recourses at their fingertips
•One stop shop for information accountants use on a daily basis
•Enhances professional development, knowledge and expertise
•Enables CPA’s to work more efficiently with clients
•Strengthens client relationships
Give an example of a discovery question you could ask to learn more about CPE credits/courses at the firm?
What resources do you have in place to obtain CPE credits?
What are 2 discovery questions you could ask to learn more about ERTC at the firm?
Have any of your clients asked about ERTC?
How have you been handling the reporting for those clients?
Put together a presentation & close that includes the FEATURE/BENEFIT/IMPACT of AHQ
Paychex offers a single-sign on dashboard, essentially a "one stop shop" for you to conveniently access and manage all of your clients data in one place. Not only will it save you time, but it also can help you work with your clients more efficiently. I'd love to set up some time for my partner to give you a call and discuss further. Let's shoot for next week, does Tuesday or Wednesday work better?
Give an example of a trial close you could use centered around Hosting/White Label
If you had the technology to take the burden of payroll off your plate, but still branded to your firm would that help you work more effectively and grow the firm?
Put together a presentation & close that includes the FEATURE/BENEFIT/IMPACT of AKC
Paychex offers an online resource that's dedicated for our partners within the accounting community. It contains access to up-to-date industry news, practice management tools, and other valuable resources to support you as a CPA. The convenience of it has helped a lot of firms enhance their advisory role with their clients more efficiently. I'd love to set up some time for my partner to give you a call and discuss further. Let's shoot for next week, does Tuesday or Wednesday work better?
Put together an opening statement that includes CPE courses
Hi, this is ___ calling from Paychex, how are you? Great! The reason for my call is Paychex values the partnerships we have with the accounting community, and we've offering support to firms like yours in regards to client payroll, taxes, and can even provide free CPE courses to support our CPA partners. What resources do you currently have in place to enhance your professional development?