A Tale of Two Certified Payroll Processes



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A Tale of Two Certified Payroll Processes And the Payroll Clerks performing them Featuring: Professor Q. B. Contractor Presented by: Nancy Smyth Sunburst Software Solutions, Inc. sales@sunburstsoftwaresolutions.com

Your Presenter Nancy Smyth Sunburst Software Solutions, Inc. sales@sunburstsoftwaresolutions.com Member of Intuit Developer Network Certified QuickBooks ProAdvisor since 1999 Used & supported Intuit products since 1986 Primary focus commercial & government construction contractors Certified Payroll & AIA Billing Expert 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 2

Agenda Payroll & Certified Payroll Time IS money. How effective and current are your processes? A Tale of Two Certified Payroll Processes Automate your payroll and certified payroll. Create a HUGE Payoff for you, your business, your employees OR for your clients The Solution: QuickBooks, TSheets and Certified Payroll Solution 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 3

Understanding the Payroll & Certified Payroll Processes Normal Payroll Employee Regulations Employee Deductions Payroll & Tax Liabilities Tracking Employee Time Overtime, Holiday, Personal, Sick & Vacation days Certified Payroll Prevailing Wage Laws Union Requirements OR Bona-fide Plan Liabilities Certified Payroll submission paper Federal or State forms and/or electronic submission EEOC (Equal Employment Opportunity Commission) Reporting Union Fringe Benefit & Dues Reporting 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 4

Payroll Processing: Industry Snapshot Graphic courtesy of TSheets webinar for CPA Practice Advisor A Tale of Two Payroll Processes 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 5

A Tale of Two Payroll Clerks and their payroll & certified payroll processes 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 6

The Manual Process Year 1998-1998 Manual Process Software The Task Time QuickBooks Pro 99 Payroll Subscription Excel & numerous spreadsheets 125 Employees 5 jobs 2 states 3 Unions 40+ hours each week 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 7

The Manual Process 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 8

2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 9

2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 10

2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 11

The Cost Weekly Totals: Payroll Clerk 40 hours x $18 = $720.00 Employer Taxes, etc. 18% $129.60 Weekly Total $849.60 Annual Costs: Payroll Clerk $849.60 x 52 $44,179.20 QuickBooks Pro 99 $219.95 Payroll Subscription $72.00 Total Annual Costs $44,471.15 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 12

Fast Forward 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 13

The Automated Process Year 2014 Automated Process Software The Task Time QuickBooks Pro 2014 Enhanced Payroll TSheets Certified Payroll Solution by Sunburst 125 Employees 5 jobs 2 states 3 Unions LESS than 8 hours each week 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 14

The Automated Process TSheets Automates time tracking (Android, iphone, ipad, GPS, browser) Tracks Overtime & PTO Foreman or Supervisor approval Syncs with QuickBooks (sends time data to QuickBooks timesheets) QuickBooks & A Payroll Subscription Calculates Wages & Payroll Taxes Tracks Union/Bona fide Plan Fringes (Company Contributions) Tracks W/C and G/L Insurance Accruals Tracks employee deductions (Child Support, Union Dues, etc.) Certified Payroll Solution by Sunburst Paper Federal or State Certified Payroll reports PLUS machine readable files for electronic upload to LCPtracker, MyLCM, Elation Systems, etc. 30+ Federal, State and Local EEOC Reports Union/Bona fide plan and/or Union Dues Reports 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 15

The Cost Weekly Costs: Payroll Clerk 8 hours x $18 = $144.00 Employer Taxes, etc. 18% $25.92 Weekly Cost to run payroll $169.92 Monthly Cost: TSheets subscription (5 users) $45.00 Upfront Costs: Certified Payroll Solution $395.00 Annual Costs: Payroll Clerk $169.92 x 52 $8,835.84 QuickBooks Pro 2014 $299.95 Enhanced Payroll $350.00 TSheets $540.00 Certified Payroll Maintenance $100.00 Total Annual Costs $10,125.79 Cost Savings - $34,345.36 Time Savings 32 hours per week 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 16

8 Reasons Certified Payroll Solution is unique Designed specifically for QuickBooks Smart integration reads data from QuickBooks Customer, Job, Employee, Timesheet & Paychecks Batch print paper Federal and/or State Certified Payroll forms for all jobs in a single week Creates machine readable files for upload to on line compliance programs (LCPtracker, MyLCM, Elation Systems and more) Print 30+ Federal, State and Local EEOC Reports Create Union/Bona fide Plan Fringe Benefit or Union Dues Reports Eliminate duplicate (or triplicate) data entry and errors Save time and be more productive 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 17

Certified Payroll Solution Demo 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 18

Cost comparison 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 19

Thanks 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 20

Learn to use QuickBooks in your construction business Offering free and fee-based training through: ebooks Live Webinars Pre-recorded Webinars 1-on-1 training in 1-20 hour blocks of time QuickBooks Training provided by: Nancy Smyth, Sunburst Software Solutions, Inc. (888) 348-2877 Email: sales@sunburstsoftwaresolutions.com QuickBooks Training Website: http://contractorbookkeepingtips.com/ QuickBooks for Contractors Blog: http://blog.sunburstsoftwaresolutions.com AND QuickBooks Add-ons for Certified Payroll, AIA Billing & Payroll/Wage Management http://sunburstsoftwaresolutions.com 2/13/2014 QuickBooks for Contractors Sunburst Software Solutions, Inc. 21