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 […]
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 […]
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. […]
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, […]
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 […]
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 […]
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…
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
Post-Tax Season Pricing Review — Where Did You Undercharge?
Wes Kimple
April 28, 2026
The priority during busy season is getting tax returns out the door. Only once busy season is over does the
The W-2 Clues That Signal Overlooked Section 125 Savings
Wes Kimple
March 31, 2026
Every filing season leaves subtle fingerprints of payroll decisions made months earlier. Look closely at the W-2, and a pattern
Strategic Conversations for CPAs to Start Before April 15th
Wes Kimple
March 31, 2026
Leading up to April 15th, most conversations between CPAs and clients stay focused on tax returns. Yet this brief window
Checklist of Common Tax Return Errors Still Showing Up in Final-Week Reviews
Wes Kimple
March 31, 2026
Tax reviewers often see the same handful of problems resurface during the final few weeks of tax season. One reason
Pricing with Evidence: A Practical Framework for Bookkeeping Fee Adjustments
Wes Kimple
March 27, 2026
You set your fees with the best information available. Then the real work begins — and the data tells a
How to Help Your Bookkeeping Clients Separate Business and Personal Finances
Wes Kimple
March 27, 2026
In March, everything looks manageable — a few business meals on a personal card, a quick transfer to cover groceries.
Post-Tax Season Checklist for Your Bookkeeping Business
Wes Kimple
March 27, 2026
Once tax filings are submitted and extensions documented, bookkeepers enter a quieter but highly valuable phase. This transition period offers
Quarter 1 Payroll Taxes Filing Checklist (Part 2)
Wes Kimple
February 24, 2026
Checklist Item #4 – Build Form 941 with intention Form 941 compresses an entire quarter of payroll activity into a
Quarter 1 Payroll Taxes Filing Checklist (Part 1)
Wes Kimple
February 24, 2026
Payroll is at its most unpredictable in Q1 of a new year. Wage bases reset, Social Security caps start over,
Mid-Tax Season Reset – Small Shifts to Re-Energize Your Team
Wes Kimple
February 24, 2026
By the midpoint of tax season, the early surge has worn thin. Calendars are packed and even your strongest performers
The First 30 Days of Tax Season: How CPAs Can Set the Tone Before the Chaos Hits
Wes Kimple
February 18, 2026
Every tax season starts with the same familiar thought — maybe this year will be different. The filing deadline feels