White Papers


Top Problems CPAs Must Solve for their Clients

Are your clients having trouble keeping up with the breakneck pace of new regulations and technology needed for increasingly complex financial functions? Do you often hear: “We’re not tech savvy,” “We can’t keep up with regulatory changes,” or “Business is getting pricey?

While your clients may be feeling overwhelmed, you can help them with user friendly, streamlined cloud-based solution that will keep them up-to-date on regulations and streamline operations, while helping you expand your offerings and grow your business.

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Maximize your Revenue by Diversifying

Financial advisors recommend that you diversify your portfolio. The same advice is also true for your business. For Accounting firms and tax professionals, payroll and HCM are a natural fit. By adding complimentary products and services, the potential for your revenue knows no bounds.

Apex makes it easy to add payroll and HCM to your arsenal. We integrate with popular accounting packages and have an in-house customer success team to help with the transition and client data migration.

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White Label Payroll

Many insurance brokers, payment providers, CPAs and more are finding that customers are asking them to also do their payroll. Payroll and HCM can be very complex and challenging if you do not have the domain expertise. Read about how the white label business model can work for you. Focus on your core competencies and let us to the back-office payroll administration.

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CPA Firms Adding Payroll: Why it Makes Sense

Many Accounting firms have had to compete with DIY payroll, tax and accounting software options. However, a recent study shows that many who choose the DIY option are unhappy with the results. This indicates a trend of businesses returning to the expertise of Accountants. Read about five reasons why your firm should consider adding payroll.

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Payroll & HR Trends and Solutions for 2021

The pandemic has accelerated the move to the cloud, complicated security, and made remote employee management and onboarding top of mind for businesses. These insights will allow you to get a step ahead of the competition by understanding where the industry is moving to in our new normal.

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Onboarding and Managing New Hires During the COVID-19 Pandemic

As most of the workforce has shifted to remote work environments, have your onboarding tools been able to shift as well? Do employees still need to submit physical copies of W-4s and I-9s, potentially exposing you to germs and forcing you to keep track of sensitive employee data? Or are you able to shift to using an access anywhere solution that allows employees and managers to input and keep track of data in a remote environment.

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The Payroll Service Bureau Post – Pandemic

Because of the COVID-19 pandemic, now is the time to think differently about how you operate your service bureau. Have you had to change how your clients submit payroll data? Is it easy for both you and your client to work remotely? Has your client base changed due to industry closures? Do you know which markets to target right now?

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HCM – The Tail that Wags the Dog

HCM – The Tail that Wags the Dog, describes what you need to be competitive in today’s payroll market. This whitepaper also includes a success story on how one Payroll Service Bureau made the switch from Payroll-Centric to HCM leader.

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Payroll Software Conversion

Converting doesn’t have to cause headaches. Read our whitepaper on strategies to simplify the conversion process. Make sure you have the right payroll software and the right partner to make the transition as easy as possible.

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Streamlining Service Bureau Operations

As you grow your, you can easily become overwhelmed with manual methods of recording, tracking, and reporting time and attendance. Our whitepaper outlines four tips from industry experts and Payroll Service Bureau Operators on how to become more efficient in your operations.

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