Why Banks, CPAs, & Benefits Brokers Should Offer Payroll

Payroll is the ultimate “essential business.” Develop a profitable, resilient revenue stream that increases business customer engagement.

Looking for ways to build new revenue streams and increase your firm’s financial resilience? Banks, CPAs, and employee benefits brokers should consider adding a payroll service.

Every business—no matter how small or large—has to pay employees and it is critical they calculate payroll correctly and meet complex compliance requirements. Most small and medium-sized businesses (SMBs) need a partner to help with this essential task, and it’s natural to seek this service from trusted advisors.

Preview Thumbnails:

Content Outline:

• What Makes the ultimate Essential Business

• The Business Case for Payroll: Banks

• The Business Case for Payroll: CPA Firms

• The Business Case for Payroll: Benefits Brokers

• Planning Your Go-to-Market Strategy

• Getting Started with a Payroll Offering

• Payroll Pitfalls to Avoid