Future Forward: Payroll Playbook: Your Guide to a Scalable Payroll Service Offering
Presenter: Valerie Heckman
Sponsored by: OnPay
Topic: Payroll Playbook: Your Guide to a Scalable Payroll Service Offering
Payroll can be one of the most valuable and consistent services your firm offers, but getting started can feel intimidating. In this session with Valerie Heckman from OnPay, you’ll learn a proactive, practical approach to building a payroll offering that supports your team and your clients.
We’ll explore ways to:
- Standardize your payroll systems and processes for accuracy and efficiency
- Package your services and develop repeatable workflows that create a consistent and scalable client experience.
- Segment your clients to identify who’s the best fit for your payroll service offering.
By the end of the session, you’ll have a clear path to confidently add payroll services to your lineup.
Learning objectives:
After completing this session, participants will be able to:
- Explain strategies for standardizing payroll systems and processes to enhance accuracy, consistency, and operational efficiency within their firms.
- Explain the benefits of structured service packages and repeatable workflows that support scalability, compliance, and a consistent client experience.
- Assess and segment clients to identify which clients are best suited for their payroll service offerings.
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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