Accountants
Financial Advisors
Insurance Brokers
Accountants
CPS develops relationships with other professionals in a variety of industries:
CPAs and Bookkeepers are tired of sending their clients to the national payroll services and then looking bad when those bureaus drop the ball. We are a partner you can trust to do the job correctly, make you look good, and work together to make your job easier.
- Customized reports for Accountants that help your practice understand the client’s payroll.
- Our processors are available to our CPA partners as well as our clients. Call us whenever you need a last-minute report or question answered.
- Our web portal allows you 24/7 access to your clients’ data from a single logon and set of credentials.
- Different revenue stream options that fit your model and business.
Financial Advisors
Financial Advisors are our newest partner! We have rolled out a solution that will give your clients a completely integrated 401k experience that handles all the administration and still allows you to be the Financial Advisor for the plan. We want to save you wasted time and energy in the monotonous tasks, so you can focus on what makes you money.
- Our integrated solution will help you compete against the national payroll companies that poach with promises of Single Sign-On.
- Our solution allows the employee to update their deferral in payroll and the 401k portal, reports the contributions with no client interference after each payroll, and updates new 401k loans.
- Your clients will have ready access to their information and basic retirement metrics to save some of your valuable time.
Insurance Brokers
CPS offers Insurance Brokers a solution that gives you the data you need immediately, allows you to bring new technology to your clients with no overhead and training, and most importantly, allows you to focus on what you do best – selling benefits.
- Our online enrollment platform is efficient, cost effective, and easy to use. No more long days at a client’s office enrolling by hand.
- No more worries about ACA monitoring and reporting – we can handle it for you and your clients.
- Payroll Reports that help you look over your client’s shoulder and be the hero.
- Partnering with us will strengthen your relationships and improve client satisfaction.