Do you want to streamline your STP workflow?

We set up everything you need to be able to onboard your Single Touch Payroll clients, and sell STP services to business owners and accountants.

Do you want to streamline your STP workflow?

 We set up everything you need to be able to onboard your Single Touch Payroll clients, and sell STP services to business owners and accountants.

Would you like to easily and confidently offer STP packages and streamline your engagement process?

Are you getting requests from clients who want STP services? Would you love to earn some extra income but haven’t got the right documents and systems set up yet? Are you lacking the capacity or the team to review and set up new packages and processes? Would you benefit greatly from a helping hand in the right direction?

The Savvy Bookkeeper’s STP Project takes care of everything for you. We step in as your temporary onboarding and marketing team, set up everything you need, and then step out. You can focus on your clients while we set up your task lists, STP pricing packages, documentation, and marketing approach. You’ll feel confident in the engagement process with your newly established packages and marketing strategy.

Existing clients

We start with identifying existing clients who would benefit from these services and aid with onboarding them into STP. You’ll also receive document templates for upgrading clients and for ongoing use. Lastly, we’ll update or create STP and Payroll workflows for you.

New clients

After onboarding existing clients we’ll focus on preparing for new clients. This includes updating STP and End of Year Payroll processes, and creating relevant workflows. You’ll also get an updated client engagement letter to incorporate your STP services.

 

Potential clients

The STP Project can also open up a range of potential clients and partnerships. You’ll have the ability to market to external BAS and Tax practices. This will gain you additional work by providing STP conversions for their clients and keeping them compliant.

What does the STP Project include?

Have you already begun the set up process yourself? Do you only need some of the services that the STP Project offers? Don’t worry! This Project is by quotation, based on your requirements. You can pick and choose which parts are relevant to your business and receive exactly what you need.

N

Updated new client STP processes

N

Updated engagement letter

N

Updated End of Year payroll processes

N

STP and Payroll workflows and task lists

N

Document templates for upgrading clients to be STP compliant

N

3 mentoring sessions

Onboard existing clients into STP

N

Document templates for ongoing use

N

Marketing strategy to approach external BAS and Tax practices

N

Create opportunities for software conversions

N

Create opportunities for ongoing services

Are you ready to start offering in-demand STP packages?

To kick-start your Single Touch Payroll services today, book a free consultation or check out our packages.

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