Non Negotiables
1
Integrity
This is the platform used by companies who generally are over 50 ee's and require a more robust payroll system
What is Workforce Now
When a client refers ____ many started RUN deals, they receive free payroll and $______
What is 3 and $200
These are the 3 main types of retirement plans ADP offers
What are Simple IRA, SEP IRA & 401k
These are the Employer Paid Taxes - just names
SS, Medicare, FUTA, SUI
2
Attitude
This ADP platform provides you with strategic planning, a dedicated HR partner and technology effectively manage your workforce.
What is Comp Services - give me an elevator pitch
Name 3 different ways a CPA can earn $$$ on Revenue Share
What are RUN retail, R&D Tax Credits and TotalSource
This legislation was passed earlier this year, which provides a significant tax rebate if ee's are auto enrolled in the plan
FIT & FICA are reported on this filing and at what frequency?
3
Activity
This platform shares/shifts employee related liability, stabilizes costs like WC and medical benefits and provides you with dedicated business partners for HR, payroll & trainings
What is TOTALSOURCE - give me a elevator pitch for when you do a drop!
These are the NECESSITIES to discuss on a client appointment
What are WC, TLM, Retirement, REFERRALS (client appreciation), CPA/BANK and TS if appropriate
Now roleplay asking for referrals with me!
On this date every year, there is a deadline for existing businesses to establish a new retirement plan
What is 10/1
These are the percentages for SS & Medicare
What is 6.2 for SS & 1.45 for Medicare
4
Communication
This ADP service, which has been around for decades, helps certain innovating businesses earn meaningful savings
What is R&D Tax Credits! Who is our partner? Everyone show me their contact info!
On this day each week, clients who recently processed their first payroll receive a survey about their implementation experience
What is TUESDAY!
What is a FREE 401k!!!!
.06 is the tax rate for this ER paid tax - it is deposited and filed at this frequency and on this form.
FUTA, annually on 940
5
HAVE FUN
This is the RC cap on TotalSource Deals
HA!!!!! THERE ISNT ONE LETS GOOOOOOO
These are the four ways we partner with CPAS
Utilizing these 2 lists, you can target and call businesses with existing 401k's AND see how many assets they have
What are Judy Diamond and the Most Amazing Client Report
These are the 3 things that affect the only controllable tax. Also, name the tax.
SUI - tax penalties, turnover, claims
ROLEPLAY PAYROLL 101 in less than 2 minutes!