4. Set up next meeting
1. Business review
2. Business insights
3. Client resources and Paychex Referral Program
Agenda
Business Review
Committed to Your Success
Today's Business Challenges
Managing HR Workload
Up to 20 Hours per Week spent on HR duties by leaders
#1 Trend to shape work in the last year
Supporting Employees
#1 Challenge for the past 3 years
Attracting Employees
Your Business is Complex. Paychex Makes it Simple.
Maximize profitability and manage critical financial processes like running payroll, remitting payments, and managing expenses.
Your money
Moving the organization forward by uncovering efficiencies, reducing risk, and improving data integrity and accessibility.
Your productivity
Shaping a workforce that's engaged, driven, and aligned with leadership expectations and visions.
Your people
Your client’s business is complex. Paychex Makes it Simple.
Your client's money
Your client's productivity
Your client's people
Payroll Specialist
Benefits
Safety
Compliance
Unsurpassed Knowledge Network
Ongoing HR Advice and proactive support
HR Action Plan and assistance with execution strategies
HR Assessment identify opportunities through an in-depth
Personalized & Proactive HR Guidance
Client Resources and Paychex Referral Program
Paychex Referral Network
Client Resources and Tools
Client Update
Client Flex Tools
*Must become Paychex clients
for a year, up to $2,500
Free Payroll
4 Referrals*
invoice credit per referral
$200 to $500
1 to 3 Referrals*
Referral Options to Help You Save
We’re here to help you identify and understand best practices and new business trends, so you can easily manage all aspects of your business
"Paychex stays on top of things and advocates for me, the client, in a way that allowed me to realize I had the ability to access those (ERTC) funds."
Alan Schneider, Current Customer
“Paychex believes in our brand and is aligned to our Ameris values to deliver a great customer experience. They strongly believe that reciprocity results in a strong relationship and the Paychex sales representatives provide banking opportunities and introduce us to their centers of influence.”
Debbie D., Bank Branch Manager
“I appreciate Paychex and how the acquisition of my payroll clients was managed. The process, from the initial due diligence, all the way through to the processing of their first payroll with Paychex, was extremely efficient and professional.”
Alvin E. Strother, Accountant
Let’s review my network so I make some recommendations based on your needs.
Connect Your Network with Paychex to Help You Save
Thank you!
Professional employer organization (PEO) services are sold and provided by Paychex Business Solutions, LLC (PBS) and its affiliates, which are registered and licensed to sell and provide PEO services, including in Florida. PBS FL license numbers are Paychex Business Solutions, LLC, GL7, PBS of Central Florida, LLC, GM14, PBS of America, LLC, GM46, Paychex PEO I, LLC, GM455, Paychex PEO II, LLC, GM456, Paychex PEO III, LLC, GL193, Paychex PEO IV, LLC, GM519 and Paychex PEO V, LLC, GM 522, Paychex PEO VI, LLC, GM627, Paychex PEO VII, LLC, GM628, Paychex PEO VIII, LLC, GL242, Paychex PEO IX, LLC, GM637, Paychex PEO X, LLC, GM636.
Insurance is sold and serviced by Paychex Insurance Agency, Inc., 150 Sawgrass Dr., Rochester, NY 14620. CA License #0C28207.
Next Steps: Day and Time of Next Meeting
