17 Sep Why January is the Best Time for Your Clients to Switch Payroll Providers
As an accountant, banker, bookkeeper, or benefit broker, you strive to offer your clients the best solutions to keep their businesses and/or organizations running smoothly. One area where you can make a significant difference is payroll management.
Many organizations are stuck with payroll providers that are not meeting their needs—whether it’s limited support, outdated technology, or errors that create costly disruptions.
If your clients are considering switching payroll providers, January is the perfect time to make the move. Here’s why:
1. Clean Start for the New Year
Switching payroll providers at the start of the year allows businesses to transition seamlessly without having to carry over year-to-date (YTD) employee data. Since the payroll year resets in January, there’s no need for the hassle of entering historical payroll information. This simplifies the onboarding process, shortens implementation time and reduces the risk of errors.
2. Minimized Disruptions
Starting fresh in January means avoiding mid-year changes, which often require tracking down YTD wage information and ensuring that taxes and deductions are aligned. Switching payroll companies mid-year can also introduce complications with quarter-end tax filings and W-2s. January offers a clean slate where clients can get everything set up correctly from day one.
3. Streamlined Setup Process
When switching payroll providers in January, your clients can take advantage of a streamlined setup process. Without the need to worry about importing historical data or reconciling prior pay periods, the switch is much faster and smoother. The focus can be on getting payroll right from the start, ensuring compliance, accuracy, and efficiency.
4. New Year, New Opportunities
January is often a time for organizations to evaluate and implement new solutions that better align with their goals. As a referral partner, this is your chance to help your clients upgrade their payroll systems to one that offers better support, easier timekeeping, and more accurate tax filings. A payroll provider with superior technology and dedicated service can save them time, money, and stress throughout the year.
5. Proactive Planning for Growth
Many businesses use the beginning of the year to assess future growth plans. A payroll provider that offers scalable solutions can be a critical part of supporting that growth. Whether your clients are hiring more employees or expanding into new markets, starting with a new provider in January gives them the flexibility to meet their evolving needs.
Help Your Clients Make the Switch Today!
As a trusted advisor, your recommendation carries weight. By suggesting a payroll switch in January, you’re setting your clients up for success with a provider that offers simple, streamlined payroll and timekeeping solutions—plus dedicated live support to ensure their payroll runs smoothly.
Let’s work together to ensure your clients have the best payroll experience in 2025 and beyond. Contact Robert Hernandez at (817) 226-8111 or robert@payrollpartners.com for a quick conversation, quote or demo.
This information is provided with the understanding that Payroll Partners is not rendering legal, human resources, or other professional advice or service. Professional advice on specific issues should be sought from a lawyer, HR consultant or other professional.