How to Scale Your Outsourced Payroll Offering as a CPA Firm

What does it take to build an outsourced payroll offering that grows beyond basic payroll processing and becomes a true engine for client success?

As clients face more complex payroll taxes, tax withholdings, benefits, and workforce requirements, CPA firms have an opportunity to provide the scalable payroll services and HR support they need.

In this on-demand webinar, discover how one CPA firm created and scaled a standalone outsourced payroll services practice—separate from its accounting services—and evolved it to meet clients’ increasingly complex workforce needs. You’ll explore the pivotal decisions, operational challenges, and growth opportunities involved in expanding from core payroll administration into time and attendance, HR services, benefits administration, and employee engagement.

See how the firm used the isolved partner network to create a clearer growth roadmap, standardize its payroll solutions, strengthen client onboarding, and support clients at every stage of their journey—from making a first hire and setting up direct deposit to managing multi-state payroll operations. You’ll also learn how the right payroll software, payroll reports, self-service portals, and data security practices can help deliver a more connected client experience.

You’ll Learn How To:

• Look beyond day-to-day payroll tasks and recognize the broader organizational impact of adopting new payroll technology.

• Retain and re-engage a client at risk of leaving because their payroll management, HR services, or compliance needs are not being met.

• Create consistency and scale by standardizing outsourced payroll service offerings across your client base.

• Build a structured training and onboarding experience for new payroll clients, including processes for payroll data, pay stubs, paychecks, and direct deposits.

• Identify the traits and mindset needed to hire successfully for specialized payroll services.

• Expand your offering beyond wage calculations and payroll tax filing to include time and attendance, benefits management, HR support, and compliance support.

• Help clients navigate payroll compliance, tax regulations, new-hire reporting, wage garnishments, and recordkeeping with greater confidence.

Why Watch?

Payroll is no longer just a transactional service. For firms currently managing in-house payroll—or considering whether to outsource payroll—it is an opportunity to deepen client relationships, broaden your advisory role, reduce payroll errors, and deliver the connected people solutions growing businesses expect.

Whether you serve startups, established small businesses, or clients with global payroll needs, a strategic outsourced payroll practice can create new opportunities for growth. Learn how to build payroll outsourcing services that go beyond basic payroll functions, strengthen client retention, and support evolving workforce needs.

Watch on demand to gain practical insights you can apply to build a more scalable, strategic outsourced payroll practice—and earn CPE credit for your professional development.

Claim Your CPE Credit

If you’d like to earn CPE credit for listening to this episode, visit EarmarkCPE.com. Download the app, take a short quiz, and receive your CPE certificate. Continuing education has never been easier.

Watch the Webinar On Demand & Earn CPE Credit