Transcription
Serving clients withQuickBooks PayrollLynda Artesani
AGENDAPayroll as an advisory serviceQuickBooks ecosystemsGet to know QuickBooks Online Payroll Core Premium EliteImplement the workflow
PAYROLL ASAN ADVISORYSERVICE
Advisory is a relationship, not a task. A realadvisory accountant puts themselves intothat relationship space.”Will Hill, MBA, Product ManagerTax Professionals AdvisoryThomson Reuters
Communicating with your clientThere is the old adage, “You have twoears and one mouth for a reason.”The advisory conversation starts withlistening to your customer. Listen to their needs Study the current workflow Offer options
Client payroll advisory service examplesSelecting the best payroll solution for the firmComplex compensation calculations and reportingHuman resource needsHealth benefit administration401k or other retirement needsJob descriptions and proper workers comp code assignmentLabor expense as a percentage of total revenueOvertime analysis
SELECTING THERIGHT PAYROLLPRODUCT OFFERING
Questions to ask your potential payroll provider?
Questions to ask your potential payroll provider?What is the cost of the service?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?Is there a setup fee?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?
Questions to ask your potential payroll provider?What is the cost of the service?What is the payment structure?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?Does your client require time tracking?
Questions to ask your potential payroll provider?What is the cost of the service?Does your client require time tracking?What is the payment structure?Will your client need tax advice and filingservices?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?
Questions to ask your potential payroll provider?What is the cost of the service?Does your client require time tracking?What is the payment structure?Will your client need tax advice and filingservices?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?Does the client need human resources (HR)solutions?
Questions to ask your potential payroll provider?What is the cost of the service?Does your client require time tracking?What is the payment structure?Will your client need tax advice and filingservices?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?Does the client need human resources (HR)solutions?Does the client need benefits administration?
Questions to ask your potential payroll provider?What is the cost of the service?Does your client require time tracking?What is the payment structure?Will your client need tax advice and filingservices?Does the payroll provider require a contract?Is there a setup fee?What is the fee per employee/check?Are there additional fees at year-end?Is it full-service or self-service?Does the client need human resources (HR)solutions?Does the client need benefits administration?Payroll support hours/availability
Human resource needs
Human resource needsCompliance with state and local laws
Human resource needsCompliance with state and local lawsEmployee handbooks
Human resource needsCompliance with state and local lawsEmployee handbooksHR forms and documents
Human resource needsCompliance with state and local lawsEmployee handbooksHR forms and documentsStays on top of changes in the laws
Human resource needsCompliance with state and local lawsEmployee handbooksHR forms and documentsStays on top of changes in the lawsCan create custom job descriptions
Human resource needsCompliance with state and local lawsEmployee handbooksHR forms and documentsStays on top of changes in the lawsCan create custom job descriptionsLabor poster
Group health benefits Medical Dental Vision
Group health benefits Medical Dental VisionAre the plans offered nationwide?
Group health benefits Medical Dental VisionAre the plans offered nationwide?Is the benefit plans administrationincluded in the fee?
Features to consider
Features to considerWorker’s compensation
Features to considerWorker’s compensationRetirement or 401k plans
Features to considerWorker’s compensationRetirement or 401k plansTax penalty protection
Features to considerWorker’s compensationRetirement or 401k plansTax penalty protectionCapability to pay outside contractors
Features to considerWorker’s compensationRetirement or 401k plansTax penalty protectionCapability to pay outside contractorsE-file 1099s
Features to considerWorker’s compensationRetirement or 401k plansTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employees
Features to considerWorker’s compensationRetirement or 401k plansTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employeesDirect deposit functionality
Features to considerWorker’s compensationDirect deposit functionalityRetirement or 401k plansDebit card option for processing payroll foremployees without a bank accountTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employees
Features to considerWorker’s compensationDirect deposit functionalityRetirement or 401k plansDebit card option for processing payroll foremployees without a bank accountTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employeesSame or next day direct deposit
Features to considerWorker’s compensationDirect deposit functionalityRetirement or 401k plansDebit card option for processing payroll foremployees without a bank accountTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employeesSame or next day direct depositMobile app
Features to considerWorker’s compensationDirect deposit functionalityRetirement or 401k plansDebit card option for processing payroll foremployees without a bank accountTax penalty protectionCapability to pay outside contractorsE-file 1099sAuto payroll for salaried employeesSame or next day direct depositMobile appTime tracking app
QUICKBOOKSECOSYSTEMS
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps Easily customizable by adding apps
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps Easily customizable by adding apps Identify your clients needs
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps Easily customizable by adding apps Identify your clients needs How do you save data entry?
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps Easily customizable by adding appsIdentify your clients needsHow do you save data entry?How do you automate the processes?
QuickBooks Online ecosystemQuickBooks is an accounting platformwith an ecosystem of appsQuickBooks is an open platformApps.com/Premier apps Easily customizable by adding appsIdentify your clients needsHow do you save data entry?How do you automate the processes?How do you make the add-on apps worktogether as one ecosystem?
Premier AppsIntuit App Center
GET TO KNOWQUICKBOOKSONLINEPAYROLL
Core PayrollFull-service payrollIncludes automated taxes and forms Auto payroll Health benefits for your team 401(k) plans Expert product support Next-day direct deposit
Premium PayrollFull-service payrollIncludes automated taxes and forms Auto payroll Health benefits for your team 401(k) plans Expert product support Same-day direct deposit Workers’ comp administration HR support center Expert setup review Track time on the go
Elite PayrollFull-service payrollIncludes automated taxes and forms Auto payroll Health benefits for your team 401(k) plans Expert product support Same-day direct deposit Workers’ comp administration HR support center White glove customized setup 24/7 expert product support Track time and projects on the go Tax Penalty Protection Personal HR advisor
AGENDAWhat type ofworkflow canyou build foryour client?
KEYTAKEAWAYSAdvisory services start with listening
KEYTAKEAWAYSAdvisory services start with listeningPayroll and benefits are advisory services
KEYTAKEAWAYSAdvisory services start with listeningPayroll and benefits are advisory servicesReview options, explore choices
KEYTAKEAWAYSAdvisory services start with listeningPayroll and benefits are advisory servicesReview options, explore choicesSee what will work in your ecosystem
KEYTAKEAWAYSAdvisory services start with listeningPayroll and benefits are advisory servicesReview options, explore choicesSee what will work in your ecosystemCreate the new workflow
KEYTAKEAWAYSAdvisory services start with listeningPayroll and benefits are advisory servicesReview options, explore choicesSee what will work in your ecosystemCreate the new workflowImplement the changes
Thank ok.com/groups/qbcommunitylive
Job descriptions and proper workers comp code assignment Labor expense as a percentage of total revenue Overtime analysis. SELECTING THE RIGHT PAYROLL PRODUCT OFFERING. Questions to ask your potential payroll provider? . Quick
