DISCUSSING PAYROLL WITH YOUR CLIENTS

Making the Move to ZenPayroll

WHOHOW TO IDENTIFY YOUR FIRST ZENPAYROLL CLIENTS

ZenPayroll was built for small businesses and employees. Use this checklist as a guide to help you find the best clients for ZenPayroll.

All employees are in a state supported by ZenPayroll

Has 1 to 30 employees

Has salaried employees and wants direct deposit

Doesn’t have cash flow issues since tax payments are impounded

Needs contractor payments and 1099 filings

Does not have multiple pay rate employees

Don’t require job costing or departmental reporting

Uses one of our integrated partners and wants seamless integration

Have a question about whether your client is a fit?

Contact your Payroll Advisor and we’d be happy to

discuss that with you: (800) 936-0383.

WHY

As a trusted advisor for your clients, it’s important you proactively unearth your clients pain points.

Help them reduce the time they are spending on

payroll-related activities like running payroll, adding

employees, updating employee information, and

mailing paystubs. And, help them reduce unnecessary

expenses—ZenPayroll customers are 19 times less

likely to be fined than the average small business.

DON’T WAIT FOR CLIENTS TO COME TO YOU, BE PROACTIVETax payments and filings

Everything is automatically

done for you, including all

state and federal quarterly

and annual filings.

Payroll on AutopilotTM

Set it and forget it. Payroll

on AutoPilot™ allows you to

process payroll automatically

without logging in.

Employee Self-Onboarding Paystub by Email

No more hunting for information.

Employees can fill out their own

personal details, saving you from

manual data entry.

An easy-to-read, beautiful

paystub is emailed to employees,

showing them exactly where

their money is going.

WHENGET THE CONVERSATION STARTED

• At your regular monthly or quarterly check-in

• When you’re doing fee and service negotiations

• When you’re planning for the new year

• Send an email to clients you haven’t spoken with

in more than 2 months

Focus on a few key areas—you don’t need to ask every

question, but choose the ones that are most relevant to

their business. Make sure you understand how much time

they spend on payroll, their experience with customer

support, any compliance issues or concerns, and whether

or not they’re happy with their current provider.

HOW WHATASK QUESTIONS THAT HELP YOU UNDERSTAND THE BUSINESS

TRY THESE MORE DETAILED QUESTIONS TO GET A CONVERSATION STARTED

TOPICS TO CALL OUT WITH YOUR CLIENTS

• Time spent on payroll

• Support experience

• Compliance issues

• Satisfaction with current provider

How is your company running payroll today? Find out if they’re currently running payroll manually or using payroll software to pay their employees and contractors.

Who is responsible for entering hours and running payroll? Is the business owner running payroll, or is there an office manager who is responsible for tracking hours and processing payroll?

How much time are you (or they) spending on payroll each week or month? If they’re spending more than a few hours on payroll each week, there is a clear opportunity to help them streamline the process and gain efficiency with a modern solution.

Did you know? In 2014, 40 percent of small businesses reported they spend more than 80 hours per year dealing with federal taxes—that’s two full work weeks spent just on federal taxes! Don’t you think your clients would rather spend that time on a nice, relaxing vacation? 2014 National Small Business Association Taxation Survey

If I could take those things off your plate, what would your day look like? Would you have more time for other activities? Are there other things you’re neglecting because of the time you’re spending on payroll?

Find out where they’re spending the most time and see if you can help re-organize their day so they have more time to focus on elements of their business they know best. Dig deeper into activities they might be neglecting because they’re spending too much time on manual tasks.

Have you ever missed a payroll or tax filing deadline? If they’ve ever missed a payroll or a tax filing deadline, it’s time to intervene. As long as the government continues to make their forms complex and convoluted, they could use a professional service to help them understand their payroll liability and stay compliant.

Have you received any tax penalties in the past 5 years? ZenPayroll customers are 19 times less likely to receive a payroll related fine than the average small business owner. Remembering to file and pay your taxes on time is stressful. ZenPayroll is an automated, full-service payroll provider. We calculate, pay and file all payroll taxes on your client’s behalf. No more logging in, printing out forms, and mailing checks to the government—or even worse, forgetting to do so!

Do your employees have access to their own information? Can they manage their personal details and view paystubs online? ZenPayroll puts your employees first. Instead of handing new employees a stack of payroll forms and then manually entering their information, you can invite them to fill out their personal details online with our employee self-onboarding feature. We even automatically report new hires to the government. Every employee gets their own account where they can access paystubs and update their information, freeing you from having to make changes or find paystubs and tax forms.

Have you ever had to contact your current payroll provider’s customer support? What was the experience like? Customer support is at the core of what sets ZenPayroll apart. Based in our San Francisco headquarters, the ZenPayroll support team is responsive, friendly, and knowledgeable about all aspects of payroll. We won’t leave you on hold or pass you off

like a hot potato from department to department. We go above and beyond to delight you and your clients.

Are you happy with your current payroll provider? They may have been with their current provider for awhile now. Maybe it’s just out of convenience or familiarity, but they’re stuck in a rut. If their relationship has soured, it’s time to take a look at a new solution. It’s time to help them stop settling, start fresh, and see what’s out there! Just like a relationship gone south, breaking up may not be the easiest thing to do, but it could change their life (and their business) in amazing ways!

See how ZenPayroll compares to the usual suspects like ADP, Paychex, and Intuit.

www.zenpayroll.com/accountants