A payroll managed service Amy Bieber CPA and her clients can trust
IRIS makes tasks like e-filing simple and efficient, saving time and reducing stress. “When I prepared the 3rd quarter report, I clicked one button, and it was filed instantly. It was amazing! I didn’t have to wonder if the IRS received it—an automatic notification confirmed it right away. We needed a system that worked smarter for us—and that’s exactly what IRIS has delivered."
Amy Bieber, founder of Amy Bieber CPA, along with Staff Accountant Jill Vitt, made a bold move when they decided to start their own CPA firm after years of working at another firm. Their shared vision was to create a firm that delivered exceptional service to their clients and operated efficiently and profitably.
After struggling with outdated payroll systems at their old firm, Amy and Jill knew exactly what to avoid when launching their business. That’s why they chose IRIS Payroll. This powerful solution has helped them increase profitability, improve flexibility, stay compliant, and strengthen client relationships.
The Challenge
When Amy and Jill decided to break out independently, they drew on their past experiences to carefully map out their needs. Top of mind were three areas where their previous payroll software solutions fell short: flexibility, pricing, and compliance.
“Our old solution was bare bones,” Amy said. “I wanted to have a cloud platform where I could work on it from anywhere.”
Another major roadblock was the cost associated with offering direct deposit to client employees. At their previous firm, it cost $4 per employee, per pay period. These fees quickly added up. “It was so expensive, it was insane,” said Amy.
Lastly, their previous software was prone to tax calculations and compliance errors. Incorrect updates to tax rates or simple input mistakes could result in serious federal and state compliance issues. “We needed a system we could trust,” Amy said, one that would automatically and accurately handle compliance updates without constant oversight.
The Solution
Amy and Jill found a solution that checked all their boxes in IRIS’ Payroll software.
IRIS is designed to simplify processes, reduce errors, and provide flexibility. Here’s how IRIS met their specific needs head-on:
- Seamless Cloud Access: With IRIS’s cloud-based platform, Amy and Jill can work from anywhere, giving them the mobility and flexibility they require. It also it also stays up to date without requiring additional downloads.
- Affordable Direct Deposit: IRIS features cost-effective payment solutions to ensure client employees are paid on-time, every time without the inflated fees Amy was eager to avoid.
- Built-in Compliance Support: Tax calculations are automatically updated without manual intervention, ensuring accuracy and reducing compliance risks for both federal and state requirements.
IRIS makes tasks like e-filing simple and efficient, saving time and reducing stress. “When I prepared the 3rd quarter report, I clicked one button, and it was filed instantly. It was amazing! I didn’t have to wonder if the IRS received it—an automatic notification confirmed it right away,” shared Amy. “We needed a system that worked smarter for us—and that’s exactly what IRIS has delivered,” Amy said.
The Results
Although they haven’t been in business for a full year, they are already starting to see a difference. “The workload is lighter and is way more efficient,” Jill said.
With processes running more smoothly, Amy and Jill spend less time worrying about errors and more time connecting with their clients. “IRIS allows us to focus less on the workload and more on the people we serve,” Amy added.
Discover How IRIS Can Help Your Firm Achieve More
Amy and Jill set out to create a firm that could rise above the inefficiencies they’d previously encountered. With IRIS Payroll, they’re achieving their vision—helping clients with seamless solutions while building a practice they’re proud of.
Is your firm ready to take the leap? Start exploring why so many firms trust IRIS Payroll to elevate their operations. Contact an IRIS payroll expert today.
