May the 'Force Be With You
Play Some Medal
Winner Winner Chicken Dinner
reFUNdable Credit
100
This dashboard shows us our MTD completion % for Bi-Weekly, Monthly, and Multi-Touch campaigns, as well as our Firms with No Rotation (not pictured)
What is CPA Rotation Dashboard
100
This medal type has referred more than 4 sales in the past 12 months, and should be put into a Bi-Weekly Cadence in CPA Rotation
What is Platinum
100
For territory management, Leslie recommends taking total number of Platinum, Gold, and Silver firms and splitting into this
What is half (two groups)
100
This percentage is the percentage of qualified wages that can be claimed for the ERTC in 2020
What is 50%
200
This cadence should be pre-assigned to all of your Bronze firms, hidden by red box
What is Multi- Touch
200
This medal type has been designated the cadence of Multi-Touch in the CPA Rotation
What is Bronze
200
Leslie explains that, when we have 'broken into' a Bronze CPA firm, we need to manually adjust Multi-Touch to this cadence in our salesforce Referral Account record
What is Bi-Weekly
200
This percentage is the percentage of qualified wages that can be claimed for the ERTC in 2021
What is 70%
300
This Section, name covered by Red Box below, in a Salesforce Referral Account page is where you would navigate to assign the CPA Rotation
What is Information
300
This medal type has referred 4 or fewer sales in the past 12 months, and should be put into a Bi-Weekly Cadence in CPA Rotation
What is Gold
300
Leslie explains that, on our CPA Rotation Dashboard, the Completion Percentages for Bi-Weekly and Monthly are based on this type of activity being logged during the fiscal period
What is a meeting
300
While a min. YOY 50% reduction of gross receipts was needed in 2020 to qualify an Employer for ERTC, this min. percentage of reduction is needed in 2021 to qualify compared to 2019
What is 20%
400
This salesforce report, name covered by Red Box, is created to help organize Platinum, Gold, and Silver firms that are in your territory
What is SMB Firms by Medal for Rotation
400
This medal type has been identified as likely to refer, but no referrals have sold in the past 12 months, and should be put into a Bi-Weekly Cadence in CPA Rotation
What is Silver
400
Considering an eventual return to the field, Leslie suggests taking this information about your CPA into consideration when splitting up firms for CPA rotation
What is location, zip code
400
This act introduced the ERTC in 2020, or CARES for short
What is Coronavirus Aid, Relief, and Economic Security Act
500
Located at the bottom of the CPA Rotation Dashboard, this report's name, covered by red box
What is Firms with No Rotation
500
These medal types should not, typically, be approached for a revenue sharing agreement
What is Platinum and Gold
500
Leslie explains that, on our CPA Rotation Dashboard, the Completion Percentages on Multi-Touch are based on one of these types of activity being logged during the fiscal period
What are call or meeting
500
This Act extended the ERTC availability through June 30th, 2021
What is the Consolidated Appropriations Act, 2021