The CPAdvantage program optimizes the CPA/Accountant client relationship, enabling Certified Public Accountants to provide more comprehensive services to their clients and reduce their workload. CPAs who partner with EinsteinHR will:
- Work directly with our senior managers and key decision makers
- Collaborate to offer certified solutions that are flexible and configurable to the CPA’s needs.
CPA Partner Benefits
We work directly with CPAs
We can offer as much (or as little) client contact as the CPA desires. CPA partners can maintain complete access to their clients’ financial information through our EinsteinHR online support system. With our 24-hour online service, CPA partners have on-demand access to client information and reports – ensuring the EinsteinHR relationship only will enhance the CPA profile.
The CPAdvantage streamlines the financial-reporting process
We collaborate with each client’s accounting department and financial management system to streamline the process and reduce the workload. Our EinsteinHR representatives run quarterly or annual summary reports for CPA partners, work with client financial data in the format they are used to, and offer general ledger report integration and compatibility with QuickBooks and other popular software.
Free payroll and promotional services to CPA firms
Free payroll is offered to those CPAs who refer at least one client per quarter and maintain a minimum of 25 business clients for potential referral. We also extend periodic promotions to CPAs including CPE Credit offers and other opportunities.
Financial incentives for referrals
As a thank you for referrals, we offer a flexible revenue-sharing model in which the financial incentive can be paid directly to the CPA, or split between the two or more parties.
EinsteinHR maintains a high client-retention rate
With our focus on customer service, accuracy and reliability, it’s no wonder EinsteinHR has a 94 percent client-retention rate. Referring your client to EinsteinHR only will enhance your CPA/client relationship.
CPAdvantage means one point of contact
With EinsteinHR’s low-turnover rate, CPAs have the benefit of dealing with one salesperson and senior manager throughout the life of their account.
Referral business to our EinsteinHR partners
As a basic practice, we always look to our partners first in referring business and we want to get to know you better.
Our Einstein HR Service System
Through our customizable Einstein HR Service System, we allow our clients the flexibility to utilize our expertise for their specific objectives. From the results of our Einstein HR Services questionnaire, we produce a recommendation of the appropriate service package, unique to each business with which we work.
If you want to bring the expertise and focus of EinsteinHR to your clients, we hope you’ll consider the CPA Advantage Plus. Please contact a representative at 770-962-1700 or email us at sales@EinsteinHR.com.