Jan CPA Strategy
Published on Sep 28, 2016
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PRESENTATION OUTLINE
CPAs
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WHAT IS THE OPPORTUNITY?
- Approximately 114,000 CPA firms in the areas covered by Paychex
- Paychex currently gets referrals (have gotten at least 1 in the past 2 years) from roughly 7,980 firms (we work with 6.9% of CPA firms)
- Market research shows 63-68% of firms prefer clients outsource payroll
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TIPS FOR SUCCESS
- BE VISIBLE!
- BRING VALUE!
- SHARE YOUR GOALS!
- ASK FOR REFERRALS (not names or "possible clients"), REFERRALS!!!
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INTRODUCTION TO JANUARY
- ASK NOW--Which of your clients can we start fresh for Jan?
- SHARE YOUR GOALS
- Explain that this is our Tax Season
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Mutual/ Lost Client Review
- Be Prepared (list for them and online enrollment form)
- Touch a mutual client
- Go through EACH client
- Ask if you can contact EACH client
- My Goal is to bring __ clients back to Payx, show __ clients the superior service Payx can offer, and introduce the benefits of Paychex to __ new clients
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OT REGULATIONS
- Effective Dec 1
- $47,476 annual threshhold
- Exempt titles
- Position TAA
- My goal is to help __ clients successfully manage this new regulation
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CPA LUNCH
My goal is to better learn about you and determine how I can best be a resource to you and your clients
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YE ADJUSTMENT FORM
My goal is to ensure all of your clients experience a seamless YE and start the new year off of the right foot
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S-CORP
- Manage Client Cashflow
- Not Revenue-Generating for CPA (Time waster)
- Option for auto-PR
- LIABILITY!!
- My goal is to find __ officer only clients whose process I can improve saving them time, money, and liability
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TOP 10 BEST FITS
- Discuss all 10
- Ask for a referral from each category
- SHARE YOUR GOALS!
- My goal is to identify __ clients today whom I can help to manage their PR & HR needs
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MTG
- Start Early--Hype it up!
- Set the expectation for referrals
- Trade guides for referrals
- Communicate the value ($100+)
- My goal today is to identify __ new clients whith who we can partner
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TAX FACTS
- Quick Meeting
- Bringing Value
- Opportunity to Market your firm professionally
- My goal is to offer you a quick reference guide for tax facts that will help you to stand out to new clients.
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PARTNERS/ WHEEL OF SERVICES
- Ancillary Opportunities
- More complex/ Larger clients
- Single Sign On
- One Provider for ALL the needs of your clients
- My goal is to ensure I communicate the full value that Payx can offer to our mutual clients as well as those clients of yours who have needs beyond basic PR & HR assistance
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KEY TO SUCCESS
- BE VISIBLE!
- BRING VALUE!
- SHARE YOUR GOALS...CONSTANTLY! Relate each topic to your goals
- ASK FOR REFERRALS (not names or "possible clients"), REFERRALS!!!
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