How to Generate Payroll Clients

Part of the Management, Advisory and Development (MAD) Practice Guides Series

The writers at 2020 have over 50 years combined consulting experience to accountants and tax advisors and are authors of books, articles, manuals and publications world- wide. They work with some of the most exciting and innovative firms in our Industry.

2020 have produced a series of simple and easy to follow practical guides to help you improve and grow your business. These guides contain example scripts, (e) letters, planners and other useful material to help you make changes and help you succeed.

If you are looking to grow and develop a profitable accounting practice then you will find these guides an essential resource and reference.

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How to Generate Payroll Clients





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Product Description

Following the introduction of Automatic Enrolment (AE) in 2012, most accountants have decided to upgrade their payroll software and offer AE services to clients. This involves a variety of methodologies, with some firms providing a full service helping clients with the workforce assessment, pension scheme selection, providing clients with communication letters for their employees, calculating the payroll pension scheme deductions and exporting the pay period data to the pension scheme provider. Others are providing a limited service or outsourcing the AE compliance.

By now, your firm will have selected and be operating an AE solution and so this guide will not be discussing the detail on how you organise that particular service.  If you need help, please see the 2020 AE Action Pack, an annual subscription to help you with AE services.


  • Marketing Plan
  • Marketing your Payroll Services
  • example templates, letters, social media and planner


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