ADP helps accounting firms offering a full-service payroll solution plan a successful exit strategy – starting with a confidential valuation of the firm’s payroll client base to a seamless onboarding experience – while maintaining client visibility and control with Accountant ConnectSM.
In this testimonial, CPA Joshua Jenson, also known as “JJ the CPA,” shares his positive experience with ADP and the client-based acquisition process that absorbed his clients’ payroll, offered them various benefits and gave Jenson more time for his firm, family and friends. Learn how selling your payroll client base to ADP can help you save precious time and energy, prioritize your personal and professional goals and protect your legacy long after you exit.
With ADP taking all the heavy lifting, deadlines and detail that's required in payroll, I’m able to freely still be involved with my clients and provide better value to them.
Joshua Jensen,
Founder
JJ the CPA
| Challenge | ADP capability | What we did | Result |
|---|---|---|---|
| Accounting firms may carry a heavy payroll workload that consumes time and creates deadline pressures. | Accountant Connect | The firm offloaded their payroll services to ADP while maintaining client control and visibility with Accountant Connect. | For many accountants like JJ, the results can be life-changing thanks to removing ongoing burdens caused by payroll. |
| Accountants may fear that moving payroll to ADP means losing control, visibility or client connections. | Accountant Connect | Accountant Connect allowed the accountant to see everything the client sees without taking on the daily burden of payroll. | More time and freedom in your practice without giving up client control, connection or interaction. |
| Accountants want to protect client relationships while shifting payroll, HR, benefits and 401k work to specialists. | RUN Powered by ADP | ADP served as a partner for payroll, HR, benefits and retirement services. | Clients were put in expert hands with technology, security, savings and 24/7 expertise. |
Why might accounting firms transition their payroll clients to ADP?
Accounting firms should consider transitioning their client payrolls to ADP to help reduce payroll burden, protect firm capacity and support long-term goals. ADP’s client-based acquisition process absorbed Jenson's clients' payroll, offered benefits and services and gave him more time for his firm, family and friends.
How does ADP Accountant Connect help accountants manage client payroll?
Accountant Connect helps CPAs, bookkeepers, tax preparers and other accounting professionals manage client payroll by giving them visibility and ongoing control of their clients while ADP handles the operational burden. Jenson describes ADP taking on all the detailed work involved with payroll and related service needs such as HR, benefits and retirement plan support, freeing up his time to focus on other important things in his life.
How long does ADP’s payroll valuation process take?
Firms can transition clients in as little as thirty days and get paid after ninety days of client retention.
