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Future Forward 2025 | Payroll Playbook: Your Guide To A Scalable Payroll Service Offering
Webinar Date: November 13, 2025 This is the full recorded session from Day 4 of Insightful Accountant’s Future Forward Summit, sponsored by OnPay, where Valerie Heckman breaks down how accounting and bookkeeping firms can build a payroll service that is consistent, scalable, and profitable. Valerie has spent more than a decade helping firms strengthen operations, choose the right tech stack, and deliver high-quality client experiences. In this session, she walks through practical steps for adding payroll as a service or improving the way you deliver it today. You’ll learn how to reduce chaos, build structure, and support clients with a payroll process that actually makes their lives easier. She also explains what firms often miss, how to standardize workflows, and how payroll opens the door to deeper advisory opportunities. What you’ll learn: • How to structure a payroll offering that your team can deliver consistently • How to standardize onboarding, data collection, processing, compliance, and reporting • How to segment clients based on complexity and choose who to serve first • How to pick the right payroll software for your workflow and niche • How to avoid burnout by simplifying your tech stack and reducing system switching • How payroll strengthens client loyalty and leads to advisory conversations • How to package payroll using Good–Better–Best or frequency-based tiers • How to guide clients through the change and communicate expectations clearly Valerie also shares the story of a small creative studio whose entire workflow improved once their accountant took over payroll and put the right processes in place. It’s a strong reminder that payroll is more than a service — it enables clients to focus on the work they’re meant to do. About OnPay OnPay is a full-service payroll solution built for accounting and bookkeeping professionals. Learn more here: https://onpay.com/
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