The myPay Solutions Process

Our process begins with a referring accountant and ends with a happy client.
In between, we orchestrate a series of steps that are personally
carried out by our team of payroll professionals.

1. Referring Accountant:

   • Partners with myPay Solutions as needed to
     deliver top-quality, personal service to each
     referred client

2. Sales Representative:

   • Introduces referring accountant to myPay Solutions
   • Discovers individual payroll needs of each new client
   • Establishes a new client's primary payroll contact
   • Collects a new clients initial payroll and tax info
     and documents
   • Presents a new client staging package to the
     client coordinator for initial setup
   • Partners with referring accountant to maintain
     an ongoing advisory relationship

3. Client Coordinator:

   • Sends a welcome email to client's primary
     payroll contact, introducing their new
     account specialist
   • Works with sales representative and new accounts
     specialist to ensure a smooth transition for new client

4. New Account Specialist:

   • Initiates a quality assessment discussion with
     new client's primary payroll contact
   • Confirms client's primary payroll contact is comfortable
     with submitting payroll and retrieving reports
   • Processes initial payroll to ensure proper setup
   • Assigns a dedicated payroll specialist to client's
     primary payroll contact

5. Payroll Specialist:

   • Serves as the personal contact and point person
     for your client's primary payroll contact
   • Handles time entry, reporting, and payroll assistance
     for client

6. Tax Team:

   • Handles banking and payroll tax compliance for
     client, including communications with federal, state
     and local agencies as needed
   • Works in concert with both the new account specialist
     and payroll specialist as needed

7. Client:

   • Receive top-quality, personal payroll services
     from myPay Solutions
   • Use new free time to focus on business management
     and growth