Tips for Accountants Articles

Key Takeaways − White-label payroll lets you offer payroll under your own brand, powered by a payroll software provider. You can streamline operations, reduce manual work, and lower risk compared to DIY payroll setups. Adding payroll can deepen client relationships and create new, recurring revenue streams. The right software partner handles the heavy lifting so […]

Key Takeaways − Your existing tax clients are your easiest buyers for white-label payroll. Lead with benefits they care about: time savings, accuracy, and one trusted advisor. Use simple, repeatable marketing plays: tax-season scripts, emails, and review meetings. Position payroll as a monthly solution, not a one-time add-on. Start small, refine your pitch, then scale […]

Key Takeaways − Payroll is “sticky” because it’s essential, recurring, and hard for clients to switch away from. Accountants see client data each pay period, not just at year-end, which encourages a year-round relationship. Payroll opens the door to deeper advisory work, bookkeeping, and tax services. White-label payroll software helps accountants grow revenue without building […]

Key Takeaways − Payroll services create recurring revenue, strengthen client relationships, and expand your advisory role without hiring a payroll team when you use a full-service or white-label provider. Look for reliability, automation (tax filings/deposits), accountant pricing, co-branding/white-label options, integrations, security, and responsive support. Start small: Choose a partner, set pricing, start with 3–5 clients, […]

Want to win over some new clients? If so, you have to be willing to put in a little elbow grease. Sure, growing your client base doesn’t happen overnight. But with a little research, the right marketing strategies, and a few tips (eight to be exact), you can expand your client base in no time. […]

Pricing payroll services isn’t one-size-fits-all. Accountants need a structure that’s transparent for clients, profitable for the firm, and flexible enough to scale with complexity. The best answer to “How should accountants price payroll services?” is to choose a model that aligns fees with what your clients need and communicate it with clear, itemized pricing. 

In 2024, the median pay for accountants and auditors was $81,680 annually. But the highest 10% of accountants earn over $141,420. And if you’re like most hard-working accounting professionals, you may wonder how to make more money as an accountant.

Do you have a valid PTIN? Getting or renewing a Preparer Tax Identification Number (PTIN) is required for preparing or assisting in preparing a return or refund claim. This article provides a step-by-step guide on how to get a PTIN, including the application process, fees, and renewal requirements.

Setting your accounting service rates for the first time or updating them? Either way, you might be wondering: How much do accountants charge?

Finding new ways to drive passive income is a business-savvy move. That’s why more accountants are learning how to do affiliate marketing.