payroll company consulting

Consulting Options

Operations
Payroll is a production business. By optimizing your processes, employee functions and even your physical office layout, you can get more done in less time. Adaptasoft owner, Tim Troxel has been inside hundreds of payroll bureaus. He’s seen what works and what doesn’t. He also knows CyberPay inside and out so he can help you tune your business for maximum efficiency. For instance, he or one of our other operations consultants can:

  • Align your internal processes for quality control and efficiency.
  • Provide education about best practices in running a profitable payroll bureau. This is particularly valuable for accounting firms that start doing payroll since the business models are quite different.
  • Evaluate and optimize scheduling and workload managment, pre-process quality control, packaging room layout and quality control.
  • Help you setup tax and impound management, or if you are already doing this, review and streamline the process.
  • Review your pricing structure and make recommendations that will ensure it aligns with your big-picture business objectives as well as the reality of operations.
  • Help you customize your software setup for the particular needs of your target markets.

Tim also has expertise in strategic planning. He can help you clarify your vision & mission and develop the plan to carry them out.

Marketing
What good is a well run payroll operation if nobody knows you exist? If they do know you exist, is your image attracting customers or turning them away? Adaptasoft’s marketing communications consultant, Dan Weerts, can help you build your brand and attract customers with well designed and strategically planned marketing pieces, such as:

  • Websites
  • Videos
  • Brochures
  • Logos and identity materials
  • Seach Engine Marketing
  • Mailings

In addition to providing custom marketing services for hire, Adaptasoft provides several free marketing templates for our clients, including print ad templates, flyers, mailers, radio ad scripts, web banners and more.

 

Sales
It’s common for bureau owners to be strong in operations, but not in sales. Imagine how successful you could be if you do both well! Adaptasoft’s sales consultant, Craig Lewis, can help. He can teach you or your sales staff how to effectively prospect, nurture and earn deals. Topics include:

  • Steps to the sales process
  • Phone scripting
  • Build referral networks
  • Establish activity numbers
  • Create an atmosphere so people want to buy
  • Identify your market potential
  • Leverage relationships/contacts
  • How to structure compensations plans for salespeople

Adaptasoft clients have access to some of the above as free downloads, including scripts, sales questions, sales process outlines, etc.

"Dan, I would like to express my sincerest appreciation for your commitment and dedication to developing our brochure. We utilized your professionally designed brochure at a recent trade show which helped us to obtain many payroll referrals. Your ability to meet our timeline and produce such a professional product was surely appreciated. Thanks once again for all of your help and guidance. We look forward to working with you in the future."

- Wayne H. Triantos
  Eazepay, LLC

 

 

Craig is a dynamic sales professional and business consultant. He is an expert in the payroll field and has extremely valuable ideas on how companies can grow their business. Craig was able to effectively communicate to our company some outside-of-the-box sales and marketing techniques that we can use to compete against the national payroll providers. I would encourage any company or sales professional that is looking to grow their business to work with Craig to help achieve their goals. 

- C.J. Graham
  Support Services Alliance, Inc.