Paychex Partner Program overview video was created to showcase all the benefits of a payroll service for firms.

 

PAYCHEX PARTNER UPDATE

This marketing update, for use by Paychex Sales Representatives, provides convenient, one-click access to recent marketing materials developer by CPA.com in partnership with Paychex. Use these materials to encourage accountants to participate in the Paychex Partner Program and the AICPA Member Retirement Plan. We have also listed some key upcoming marketing activities to help you plan ahead for future meetings with accounting firms.

PAYCHEX PARTNER PROGRAM CAMPAIGNS

EMAIL

Email campaigns are sent to accounting professionals throughout the year. We touch on subjects such as HR, ourwebinars, and other resources available to the CPA community.

ONLINE NEWSLETTERS

CPA Letter Daily is a key AICPA e-newsletter that covers daily business, financial and accounting news. Digital banner ads are placed throughout the year and focus on how Paychex helps clients & CPAs stay updated on HR issues, changing legislation and other important business news. Paychex frequently receives prominent visibility reaching over 265,000 subscribers.

 

PRINT ADVERTISING

PRINT ADS

These ads focus on human capital management and the new offerings of the Paychex Partner Program. Ads have a fresh new look with focus on the AccountantHQ platform.

Special reports

Paychex participates in various special reports throughout the year. Currently, Paychex was part of the September Payroll Special Report in the Journal Of Accountancy as well as the October Accounting Today Special Report.

 

SOCIAL MEDIA

CPA.com and AICPA social media channels are utilized to promote our current marketing content and the latest news related to HR, payroll and employee benefits. In addition, the CPA.com blog features blog articles from Paychex guest speakers on HCM topics and resources.

 

CASE STUDIES AND WHITEPAPERS

The complexity and rapid rate of change that define today's HR landscape have many small business owners feeling overwhelmed and uncertain. CPA.com created a whitepaper to present an opportunity for CPAs to initiate a HR discussion with their clients and expand their advisory role.

Our case study Binstock, Rubin, Adler, Aldecoa & Ellzey, P.A. (BRAAE) shows how outsourcing their clients payroll, HR and retirement services from Paychex solidifies their position as a full-service firm and helps them develop deeper, more loyal client relationships. Be sure to check out our other case studies Krueger & Associates, P.A., Fulton & Meyer and Valderas Financial Solutions LLC.

In conjunction with Accounting Today, CPA.com made this whitepaper to help businesses find direction in today's increasing regulatory and HR demands. Find out how Paychex can help you provide your SMB clients with effective way to manage their HCM and HR needs.

In partnership with Accounting Web, this whitepaper highlights ways CPAs can help their clients with issues such as employee classification, hiring and growing challenges and more.

PAYCHEX PARTNER PROGRAM BROCHURE

This comprehensive brochure covers the complete range of Paychex services available to CPAs and their clients through the Paychex Partner Program.

 

AICPA CONFERENCES

AICPA

On behalf of the Paychex Partner Program, CPA.com participates in many tradeshows and conferences throughout the year. The main goals are to generate program brand awareness and interest (leads), build a connection with AICPA and position Paychex as thought leader in the accounting profession. At many conferences, in addition to prominent exhibit presence and booth space, raffles and speaking sessions are also incorporated. Conferences last year included the AICPA Engage Conference in June - Paychex was the Platinum Sponsor and the Digital CPA Conference which happened in December.

Note: The Engage conference combined six AICPA conferences (Advanced Estate Planning, Advanced Personal Financial Planning, Association for Accounting Marketing Summit, NAAATS, Practitioners Symposium/TECH+ and Tax Strategies for the High-Income Professional) into one Mega conference and offered over 300 sessions with 275+ speakers.

 

CPA-TO-CLIENT MARKETING TOOLS

CPAs know the critical importance of keeping their clients current with legislation - but do they have the tools to do so? Distinguish yourself by providing CPAs a wealth of customizable tools that they can use to inform clients and demonstrate the benefits of outsourcing to Paychex.

Checklists: Outsourcing Payroll Benefits Checklists and New Regulations Checklist

Customizable emails: 2 emails are available to be used by accountants to highlight specific issues (new legislations and benefits of payroll outsourcing).

Client Letters: Top 10 issues and Common Payroll Issues

Plus, ready-to-use banner ads that CPAs can post on their web sites as well as other additional resources.

 

AICPA MEMBER RETIREMENT (PLATINUM CAMPAIGNS)

EMAIL

Email campaigns are sent to AICPA membership. Key themes include tips for retirement planning, webinar and other educational pieces to help firms learn the advantages of the AICPA program and the importance of retirement planning.

ONLINE NEWSLETTERS

CPA Letter Daily is an AICPA e-newsletter reaching over 224,055 subscribers where the AICPA retirement plan can receive prominent visibility. The newsletter covers daily business, financial and accounting news.

 

RESOURCES

Throughout the year various resources, such as webinars and case studies, are created to explain the AICPA's retirement program. These resources help develop more education around the advantages of 401(k), with webinars featuring guests discussing trending industry topics.

 

RETIREMENT SURVEY

We conduct an annual survey to better understand member benefit planning needs. The survey is sent to firms with less than 50 employees and targets partner level and up as well as sole practitioners.

PRINT ADS

Retirement specific print ads were created to focus on the benefits a 401(k) plan can provide to firms. Ads emphasize the AICPA's retirement program offerings and are placed in AICPA publications throughout the year.

THE AICPA 401(k) PLANS FOR FIRMS BROCHURE

Learn all about the comprehensive 401(k) solutions designed for CPAs by CPAs.