Partner Program · CPAs & Accounting Firms
The Payroll Referral CPAs Actually Want to Make
Your business clients ask for payroll vendor recommendations. BEG is the answer that does not create more work for you: fully managed, compliance-focused, and built so that the data we produce makes your job easier, not harder.
Most CPAs have experienced the same situation: a client shows up at tax time with payroll records that are a mess. Mismatched W-2 and 1099 totals, mid-year pay code changes that were never documented, multi-state withholding that was never set up correctly. Cleaning it up takes hours you should not have to spend, and the underlying problem, which is that the client is running payroll without professional management, will happen again next year.
Referring that client to BEG solves the problem at the source. We run payroll for them, every cycle, with correct tax treatment, accurate filings, and clean records. You receive the output you actually need, and the payroll errors stop.
What BEG Does -- and Does Not Do
- Running every pay cycle
- Payroll tax deposits and filings
- Multi-state employer registration and withholding
- Year-end W-2 and W-3 preparation
- New hire and termination processing
- Compliance updates as tax laws change
- Direct deposit and check distribution
- Bookkeeping and general ledger
- Tax preparation and planning
- Financial statement preparation
- Client advisory relationship
- Audit and review engagements
- Business entity compliance
- All other accounting services
Why CPA Referrals Work Well with BEG
The client relationship with a CPA is anchored in trust and access to financial records. When your client's payroll is managed correctly, your work becomes easier in every area that touches compensation data: income tax preparation, retirement contribution matching, benefits cost analysis, and financial projections.
BEG clients receive consistent payroll registers after each cycle showing gross wages, deductions, net pay, and employer tax contributions, organized by employee and period. Year-end W-2s are produced and filed by BEG. State payroll tax returns are filed by BEG. The documentation your client brings to their annual tax appointment will be complete and accurate.
Beyond data quality, BEG eliminates common payroll problems that create accounting complications: misclassified workers, missed multi-state registrations, incorrectly calculated overtime, and pay codes that do not match accounting chart of accounts categories. When we onboard a new client, we review their current setup for these issues before the first managed run.
The setup is fast. From the client's signed agreement to their first managed pay cycle is typically 3 to 5 business days. Pricing is $25 per employee per month in their existing payroll system or $45 per employee per month in our isolved account.
Clients Who Benefit Most from This Referral
Not every client needs BEG. The ones who do tend to share a few characteristics that CPA practices recognize immediately.
The business owner is running payroll personally and making errors you correct each year.
The company has employees in multiple states and has not registered as an employer in all of them.
The in-house person handling payroll has no formal payroll background and the quality is inconsistent.
The company recently crossed 20 to 25 employees and payroll has become too complex for self-management.
The business operates in an industry with complex payroll requirements: transportation, construction, healthcare, or multi-location retail.
The company has had payroll tax penalties in the past two years.
Frequently Asked Questions
No. BEG manages payroll operations: running pay cycles, filing payroll taxes, generating W-2s, and managing multi-state compliance. We do not provide bookkeeping, financial statement preparation, tax planning, or any other accounting services. Your client relationship stays entirely yours.
After each pay cycle, BEG produces consistent payroll registers with gross wages, deductions, net pay, and employer tax amounts organized by employee and period. Year-end W-2s and W-3 reconciliation are included. If you need payroll data in a specific format for your accounting software, we can discuss what we produce during a discovery call.
You introduce BEG to your client and we take it from there. We handle the scope review, onboarding, and ongoing service. You stay informed if your client wants you involved in the payroll data handoff, or we operate independently -- your call. There is no expectation of ongoing involvement on your end once the client is live.
We discuss referral arrangements on a case-by-case basis during our partner discovery call. We work with CPAs and accounting firms in a variety of ways depending on the volume and nature of the relationship. Book a call to discuss what makes sense for your practice.
Let's talk about a referral relationship
15-minute call to discuss how a CPA referral partnership works, what your clients can expect, and whether BEG is the right fit for your practice's client base.
Book a Discovery CallRelated
- Partner Program Overview -- all partner types
- Managed Payroll Services -- full service details and pricing
- Hiring a Payroll Manager vs. Outsourcing -- share with clients considering the switch