In this episode of the One Step Better Business Podcast, Mike and Matt discuss the importance of embracing change in business operations, particularly in payroll processes. They emphasize the need for clients to adapt to new systems and practices that enhance efficiency and empower employees. The conversation covers various adjustments clients may need to make, including logging into technology systems for payroll management, understanding the importance of designated contacts for security, and ensuring accurate tax payments. The overarching theme is about simplifying processes to create a better experience for both clients and employees.

Takeaways

• Change is essential for business growth and efficiency.
• Clients need to adapt to new payroll processes for better management.
• Empowering employees leads to a more efficient workplace.
• Transparency in communication is crucial for successful transitions.
• Designated contacts enhance security in payroll management.
• Using technology simplifies payroll processes and reduces errors.
• Timely payroll processing is vital for employee satisfaction.
• Understanding tax payment processes can prevent penalties.
• Encouraging clients to embrace change can lead to long-term benefits.
• Simplification of processes allows businesses to focus on core activities.

• Embracing Change: The Key to Business Success
• Navigating Payroll Adjustments with Whirks

• "Everybody loves change!"
• "We want to keep this super transparent."
• "There is a possibility of improvement."

00:00Introduction to Change in Business

08:29Understanding Client Changes and Security

14:18Technology and Payroll Processing

19:13Timelines and Payroll Management

24:19Empowering Employees and Tax Management

26:22OSB Outro

In this episode of the One Step Better Business podcast, Mike and Matt discuss the onboarding process for new clients at Whirks. They outline the importance of the initial kickoff call, the verification of client information, and the steps taken to ensure a smooth transition to the Whirks system. The conversation highlights the training and support provided during the onboarding phase, as well as the milestones and short-term wins that clients can expect within the first 90 days of working with Whirks.takeaways

• The onboarding process is crucial for client success.
• Kickoff calls help verify important client information.
• Effective communication reduces client anxiety during transitions.
• Training is tailored to the specific services clients choose.
• Clients should feel in control of their payroll processes.
• Short-term wins are essential for client satisfaction.
• Whirks aims to address any previous payroll issues within 90 days.
• Ongoing support is a key part of the client experience.
• Clients should feel amazed by the onboarding process.
• Feedback is encouraged to improve the onboarding experience.

Chapters

00:00 Introduction to Client Onboarding

05:06 The Importance of the Kickoff Call

10:00 Verifying Client Information15:08Setting Up for Go Live

20:10 Training and Support During Onboarding

25:09 Measuring Success in the First 90 Days

27:33 Outro

In this episode, Mike and Matt discuss the concept of client journeys, particularly focusing on payroll services. They explore the various stages of the client journey, from initial frustrations and needs to achieving efficiency and maintenance mode. The conversation emphasizes the importance of understanding client needs, addressing issues, and providing proactive support to ensure client success and thriving businesses.

Chapters

00:00 Introduction to Client Journeys

02:56 Understanding Client Needs and Goals

06:09 Day Zero: Initial Client Engagement

08:45 Day One: Administrative Processes

11:59 Day 30: First Payroll and Client Confidence

17:53 Day 90: Addressing Payroll Issues

20:04 Day 180: Improving Internal Processes

23:05 One Year: Achieving System Efficiency

27:05 Maintenance Mode and Proactive Support

Takeaways

The journey of a client is crucial for their success.

Understanding client frustrations helps tailor services effectively.

The initial phase focuses on gathering and validating existing processes.

Day 30 marks the transition to processing payroll confidently.

By Day 90, all prior issues should be addressed and corrected.

The goal is to improve processes beyond just fixing past mistakes.

By Day 180, clients should be able to electronically onboard employees.

The one-year mark is critical for assessing overall efficiency.

Maintenance mode involves proactive support and continuous improvement.

The ultimate goal is to help clients thrive in their business operations.

Payroll shouldn’t be painful, but for most small businesses, it is. In this episode of the One Step Better Podcast, Mike and Matt from Whirks and Patrick Accounting break down the four most common frustrations that business owners and operators face with their payroll systems and what to do about them.

If you’ve ever said, “There’s gotta be a better way to run payroll,” this episode is for you.

04:08 – Why business owners say: “I want to switch my payroll”

05:23 – Problem #1: Unresponsive Customer Service

09:10 – Problem #2: Payroll Takes Too Long

21:28 – Problem #3: Tech & Process Limitations

22:34 – Problem #4: “My Accountant Told Me to Switch”

Enjoyed this conversation? Don’t let it stop here. The article lays it out clearly so you can take action: https://www.whirks.com/blog/biggest-payroll-pains-for-small-businesses

Summary

In this episode of the One Step Better Podcast, Mike and Matt discuss the challenges of having difficult conversations in business, particularly with clients. They explore the importance of understanding financial statements, engaging clients in meaningful discussions, addressing employee performance issues, and the impact of technology and processes on business operations. The conversation emphasizes the need for open communication and proactive engagement to foster business growth and improvement.

Chapters

00:00 Introduction to Difficult Conversations

02:54 Understanding Financial Statements

06:06 The Importance of Client Engagement

09:10 Navigating Employee Performance Issues

11:51 Technology and Process Challenges

15:01 Identifying Broken Processes

17:58 The Role of Communication in Business

21:00 Conclusion and Call to Action

In this episode of the Once That Better podcast, hosts Mike and Matt delve into the intricacies of accounting fees, exploring what goes into the cost of accounting services. They discuss the shift from hourly billing to value-based pricing models, emphasizing the importance of predictability and the relationship between complexity and transaction volume in determining fees. As well as the need for clear communication and understanding of value from both the accounting firm and the client’s perspective, ultimately aiming to foster a collaborative relationship that drives business success.

In this episode of the One Step Better podcast, Mike and Matt delve into the inner workings of an accounting firm, specifically Patrick Accounting. They discuss the various services offered, the onboarding process for new clients, ongoing responsibilities, and the collaborative nature of accounting. As well as the common reasons clients may feel dissatisfied and the importance of transparency and communication in the accounting process.

In this episode of The One Step Better Podcast, hosts Mike and Matt discuss the importance of transparency in business relationships, particularly in the context of accounting services. They explore the types of clients they work best with, the significance of alignment in goals and expectations, and the criteria for selecting clients, including business maturity, willingness to adapt, and the importance of communication. They also discuss the necessity of embracing technology in modern business practices, concluding with insights on fostering collaborative relationships with clients.

In this episode of the One Step Better podcast, Mike and Matt discuss six essential changes that business owners should consider making in their accounting processes. They emphasize the importance of transparency, effective communication, and the integration of accounting systems to improve efficiency and decision-making. Mike and Matt cover topics such as the necessity of using standardized accounting systems, the significance of direct access to financial data, and the benefits of integrating payroll systems. Additionally, they provide bonus tips for business owners to enhance their financial management practices.

In this episode, Mike and Matt discuss the first 90 days of working with Patrick Accounting, outlining what clients can expect during this crucial onboarding period. They cover the importance of the initial strategy session, understanding client needs, and the processes involved in gathering and analyzing financial data.