Business Planning:

-Buy sell agreements

-Risk mitigation strategy

-Qualified retirement planning 

 

Personal Planning:

-401k, 403b, 457 qualified investments

-Life insurance, annuities, long term care

-Roth, traditional IRA planning

-SEP IRA, Keogh, Simple IRA funding/analysis

 

And much more...

 

*Full comprehensive retirement analysis, FREE! 

On the right path to Retirement? Investment questions? 

-Tax Planning and Preparation

-IRS and State Representation

-Strategic Planning and Consulting

-New Business Formation

-And much more...

 

*Mention Payroll Geeks, get 1 hour consultation, FREE! ($150 value)

Our sister firm, a full service tax and accounting agency, specializing in:

Tax Questions? Need Accounting Services?

OUR VALUED PARTNERS

A full service investment+consulting firm for personal and business planning, specializing in:

See synergy working together? Want to be a valued partner?

We work with all sorts of companies cross referring business...small-medium sized businesses must stick together.

 

Tell us about yourself and we will follow up promptly.

Our Partner Programs are designed for organizations that deliver complementary services to small and medium-sized businesses, including accountants, banks, insurance agents, associations, TPAs and Financial Advisors. By broadening the types of services delivered to your clients to include payroll, you will be able to attract and retain more clients. Our generous revenue sharing program will also help you improve client profitability.

Partnership

CPA FIRMS:

  • We will provide you immediate, secure access to all your clients’ data, reports, W-2/1099 information, tax payments and more

  • One secure and easy login for all your clients

  • CPA Partner Payroll Programs—choose from exclusive programs and discounts for referred clients, private label opportunities, discounted and free payroll services for your firm or revenue sharing

 

 

 

BANKS:

Banks are looking to create new streams of revenue, increase deposits, attract new clients and retain current clients. SmartPayroll Solutions can help you become more competitive with the national banks by being able to offer payroll services and become a one-stop-shop for business owners.


SmartPayroll Solutions Bank Partner Program offers a full suite of payroll and employee services that can be added to your banking products and services. This program provides the bank co-branding opportunities and a revenue share of your business clients who sign up for our payroll services. 

 

 

 

 

INSURANCE AGENT PARTNER PAYROLL

National payroll service companies are aggressively gaining market share in all insurance and benefit lines including health insurance, Workers’ Compensation, and 401(k) plans. Previously these integrated offerings were only available to large companies, now businesses of all sizes are more aggressively seeking these solutions. Your clients may already be receiving promotions from these national providers, many of which may be processing payroll with them.
 

If  you want to retain your clients, attract new ones and generate additional revenue streams then SmartPayroll Solutions Insurance  Agent Partner Payroll is the right solution.  Unlike the national payroll companies,  we will not compete with you in your core business.  SmartPayroll Solutions is not a broker. 
 

This program provides the co-branding opportunities and a revenue share of your business clients who sign up for our payroll services.

 

 

 

 

ASSOCIATIONS PARTNER PAYROLL

SmartPayroll Solutions would like to be a valuable resource for your Association. As a preferred provider of payroll to your members, we will agree to not compete with your other partners and you can add an important service to your list of member benefits.


This program provides co-branding opportunities and a revenue share of your business clients who sign up for our payroll services.

 

 

 

 

THIRD PARTY ADMINISTRATORS / FINANCIAL PLANNER PARTNER PAYROLL PROGRAM

National payroll service companies are aggressively gaining market share in all insurance and benefit lines including 401(k) plans. Previously these integrated offerings were only available to large companies, now businesses of all sizes are more aggressively seeking these solutions. Your clients may already be receiving promotions from these national providers, many of which may be processing payroll with them.

 

If you want to retain your clients, attract new ones and generate additional revenue streams then SmartPayroll Solutions TPA Partner Payroll is the right solution. Unlike the national payroll companies, we will not compete with you in your core business.


This program provides co-branding opportunities and a revenue share of your business clients who sign up for our payroll services.

 

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