Blog
4 Steps to Creating the Optimal Payroll Budget
Drew Schildwachter
March 29, 2023
A warm sunny day in the middle of winter is a pleasant surprise. Looking at your business account and seeing […]
4 Critical Things to Know About Multi-State Taxation for 2023
ConnectPay
March 15, 2023
If there is one thing every business owner needs to calculate correctly, it’s taxes. The consequences of filing incorrectly can […]
How To Set Up Payroll for LLC: 5 Critical Steps for SMB Payroll
Drew Schildwachter
March 8, 2023
You’ve got your grand business idea, and you’re ready to take your corner of the world by storm! Starting a […]
What is PTO? A Guide to Holidays, Vacation & Sick Time
Drew Schildwachter
February 22, 2023
Does the idea of managing your workers’ PTO (paid time off) make your head spin? You’re not alone. Should you […]
How Much Does it Cost to Hire an Employee in 2023?
Erin Crowley
February 3, 2023
Maybe like other small business owners, you’ve learned on your own that employees-though set at an hourly or salaried rate-will […]
What is Payroll Insurance? 3 Mistakes To Avoid
Matt Venuto
January 16, 2023
You wouldn’t drive a car without car insurance or buy a home without property insurance. Are you taking on unnecessary […]
Are Payroll Taxes Deductible? 3 Top Things You Need to Know
Matt Venuto
December 26, 2022
Payroll taxes, income taxes, federal income taxes, and business expenses. That’s a lot of balls to juggle, on top of […]
4 Most Expensive Consequences of Payroll Errors (And How To Avoid)
Matt Venuto
December 19, 2022
You’ll probably never make a mistake or payroll error, right? It’s more common than you think. A quarter of all […]
The History of Workers’ Compensation: Why the System Exists and Why It Still Matters
Ted Sullivan
June 17, 2026
For many small business owners, workers’ compensation feels like just another insurance policy — a required expense that gets renewed […]
The Payroll Fraud Risk Hiding in Plain Sight: Direct Deposit Change Scams
Ted Sullivan
June 17, 2026
Payroll professionals spend a lot of time helping clients comply with tax regulations, manage employee records, and process payroll accurately. […]
Understanding IRS Occupational Codes for No Tax on Tips
Wes Kimple
June 17, 2026
The No Tax on Tips rule has gotten a lot of attention since it became law, mostly because it sounds […]
5 Reasons Why Small Business Owners Need a Section 125 Plan
Drew Schildwachter
June 16, 2026
A Section 125 plan often known as a “cafeteria plan” offers small businesses significant advantages providing a tax-efficient way to […]
Managing Clients Who Filed Extensions Without the Chaos
Wes Kimple
May 5, 2026
Filing an extension has become routine for many taxpayers, sometimes through no fault of their own. K-1s, investment statements, and […]
From Paychecks to Strategy – How CPAs Can Guide Smarter Compensation Decisions
Wes Kimple
May 5, 2026
Right after filing their tax return is when business owners are most aware of how compensation and payroll decisions affected […]
Helping Clients Reset Their Books for a Cleaner Year Ahead
Wes Kimple
May 5, 2026
Tax season may be over, but for many clients, the real work is just beginning. The filing process often exposes […]
Top 4 Questions to Answer After April 15th
Wes Kimple
April 28, 2026
A break is probably the first thing on your mind once busy season wraps up. Before you fully unplug, it’s […]
The Hidden Profit Lever in Workers’ Compensation
Wes Kimple
April 28, 2026
Why CPAs Should Care About the Experience Mod A small business owner sees workers’ compensation premiums jump and assumes rates […]
What Makes Your Payroll Business Valuable ?
Ted Sullivan
June 15, 2026
Whether you plan to sell your payroll business next year, ten years from now, or never, one question is worth […]
Case Study: Transitioning a Solo Payroll Business Without Disrupting Clients or Culture
Ted Sullivan
June 15, 2026
Founder Profile: Danny Barnhill Owner: Danny Barnhill, founder of PaySouth Payroll Services Business Model: serving small businesses in South Carolina (95% under 50 employees) Structure: Solo operator with […]
Do You Really Control Your Payroll Business If You Don’t Control the Technology?
Ted Sullivan
May 22, 2026
If you run a small payroll business, you already know this: Your technology isn’t just part of your operation — […]
Should You Take Over Your Parent’s Payroll Business? A Practical Guide for the Next Generation
Ted Sullivan
May 22, 2026
There comes a moment for many small businesses when the question shifts from “How do we grow?” to “What happens […]
Balancing Legacy and Lifestyle: The Emotional Side of Retiring from Payroll
Ted Sullivan
February 10, 2026
For many payroll providers, the business isn’t just a source of income — it’s a reflection of decades of relationships, […]
Don’t Leave Your Legacy in Limbo: Every Business Owner Needs a Plan
Ted Sullivan
February 10, 2026
Most business owners aren’t preoccupied with succession planning. You’re focused on clients, compliance, and keeping the wheels turning. Selling may […]
Retiring Soon? Consider These Five Tax Implications of Selling Your Firm
Ted Sullivan
January 27, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process…
Eight Deal Structure Considerations for Payroll Owners Thinking About Selling
Ted Sullivan
January 27, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process…
Considerations Before Selling Your Payroll Business to ADP or Paychex
Ted Sullivan
January 6, 2026
Boost employee satisfaction and save on health insurance costs with a Section 125 Plan. Discover the tax advantages and simple setup process…
Closing the Year with Confidence: How CPAs Can Help Business Clients Perform a Thorough Payroll Reconciliation
Wes Kimple
November 11, 2025
Business owners face a rush of closing tasks as 2025 starts winding down. Among these tasks is payroll reconciliation, which
Payroll and PTO Are Holding Your Clients Back. Here’s How You Can Help.
Wes Kimple
October 28, 2025
Your clients probably don’t call you to complain about payroll or paid time off. But behind the scenes, these everyday
CPA Guide to Holiday Bonuses, Payroll Adjustments & Tax Impacts
Wes Kimple
October 28, 2025
The holiday season is prime time for businesses to show appreciation to employees using cash bonuses, gifts, or year-end payroll
Is Your Payroll Provider Helping or Hurting Your CPA Practice?
Wes Kimple
October 27, 2025
Is Your Payroll Provider Helping or Hurting Your CPA Practice?
CPAs & Open Enrollment: Your Advisory Role in Payroll and Benefits
Wes Kimple
October 14, 2025
As we head into the last few months of 2025, it’s once again time for open enrollment for your business
How CPA Firms Can Help Business Clients End 2025 Strong ó Without Overextending Their Own Firm
Wes Kimple
October 14, 2025
Business clients want to close the year on a high note ó stronger sales, better margins, finished projects, clean books.
What CPAs Need to Know: Employees vs. Contractors As Time Runs Out on Q4
Wes Kimple
October 14, 2025
As year-end approaches, worker classification remains a high-stakes issue, especially for a CPA firm’s business clients juggling a mix of
Unlocking the Equity in Your Payroll Business: What It’s Really Worth
Wes Kimple
September 22, 2025
In the evolving landscape of payroll services, independent providers often overlook one critical asset: the equity embedded in their business.
Q4 Pitfalls to Avoid: Lessons from CPA Firms in the Field
Wes Kimple
September 16, 2025
As 2025’s fourth quarter draws closer, many CPA firms face the pressure of wrapping up the year while laying the
Year-End Payroll Preparation: Your Essential Checklist
Wes Kimple
September 16, 2025
The end of 2025 is coming fast ó especially for payroll teams. Between final pay runs, closing out tax records,
W-2s, 1099s & Contractor Questions: A CPA’s Compliance Checklist
Wes Kimple
September 16, 2025
Business owners face the same pressures every January: making sure employee and contractor paperwork is filed accurately and on time
Why Being an Independent Payroll Provider Might Be Holding You Back: The Case for Strategic Partnership
Wes Kimple
September 15, 2025
In the highly competitive world of payroll services, independence can feel like freedom. You control your branding, pricing, client interactions,