15 Essential Questions to Ask Before Switching Payroll Providers

Considering a switch to a new payroll provider? Asking the right questions is crucial to ensuring a smooth transition. In this video, we cover 15 essential topics, including pricing structures, support for contractors, integration with benefits, and timelines for implementation. Whether you're planning a year-end change or exploring other options, these insights will help you choose the best provider for your business. In this video, you will find: 00:00 - Intro 1:41 - Question 1: What is not working? 2:51 - Question 2: What Services do you need? 4:30 - Question 3: What taxes will they report & pay? 5:43 - Question 4: What size organization is this platform built for? 7:04 - Question 5: How easy is it to use? 7:53 - Question 6: What is the reporting like? 9:32 - Question 7: How is their customer service? 11:08 - Question 8: Integration with accounting system? 13:19 - Question 9: What is the price? 15:20 - Question 10: How is price calculated? 16:27 - Question 11: Can you pay contractors on the same platform? 17:36 - Question 12: Is there a contract term? 18:17 - Question 13: What does the transition process look like? 19:20 - Question 14: How do they work with employee benefits? 20:57 - Question 15: Will employees have access to their information? To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience. CODE: MB01XDUJNEAADI7