Dos:
o Review IRS guidance on filing and document prep deadlines (https://www.irs.gov/filing/self-employed-small-businesses)
o During filing season client meetings, review 2016 payroll data and employee classifications
o Prepare your clients for 2017 federal and state tax changes (https://www.surepayroll.com/resources/blog/small-business-tax-changes-guide)
o Monitor employee and wage regulation changes that may affect clients
Do Not:
o Ignore client payroll opportunities during tax time – in-person and high-touch client meetings in the spring can uncover new service opportunities that create recurring revenues all year long
o Pass over non-business clients, who may have household employees or side businesses that require payroll tax consideration
o Allow clients to knowingly misclassify employees
o Miss the chance to do an account review and set goals with each and every payroll client
o Hesitate to ask for client referrals during every client engagement this month, whether it be in-person, via your email signature, or through a concerted referral campaign
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Tags: Payroll
