AccuVisors x ADP TotalSource®: A PEO client success and referral story
2:11

AccuVisors x ADP TotalSource®: A PEO client success and referral story

ADP 16.04.2026 16 просмотров

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This video highlights how AccuVisors, a firm providing accounting, fractional CFO services, tax and tax resolution services to privately held businesses, partners with ADP TotalSource® to simplify HR, payroll, benefits and compliance — both for their own team and for the clients they confidently refer. After switching from another professional employer organization (PEO), AccuVisors turned to ADP TotalSource for broader benefits offerings, dedicated HR expertise and powerful self service technology. With support from an assigned HR business partner (HRBP), AccuVisors gains reliable, on demand guidance while helping clients reduce risk, save time and operate more efficiently. This confidence allows them to refer ADP TotalSource to their clients working with their dedicated ADP sales partner. Learn how partnering with a PEO like ADP TotalSource enables firms and growing businesses to offload complex HR responsibilities, improve employee experiences and focus on what matters most, serving clients and scaling with confidence. Discover how ADP TotalSource can support your company’s HR needs: https://www.adp.com/what-we-offer/products/totalsource-peo.aspx *Key takeaways:* One-stop HR and payroll solution: How ADP TotalSource delivers integrated payroll, HR, benefits and compliance support for small and midsized businesses Dedicated HR expertise: Why having an accessible HRBP provides peace of mind and fast answers for business owners and advisors Employee self-service tools: How online portals empower employees to manage their information independently Referral confidence: Why AccuVisors confidently refers clients to ADP TotalSource based on real-world experience and through a partnership with ADP sales Risk reduction and compliance: How proactive HR and payroll support helps businesses avoid problems and reduce liability *This video can help:* + Accounting and advisory firms supporting privately held businesses + Business owners seeking a trusted PEO partner + Firms looking to outsource HR, payroll and benefits administration + Advisors who want confidence when referring HR and payroll solutions to clients *PEO solutions and features:* + *Expert HR partnership:* Access to dedicated HR guidance and compliance expertise through ADP TotalSource + *Employee self service technology:* Online tools that give employees immediate access to their information + *Comprehensive benefits access:* Expanded health care, dental, vision and retirement plan options + *Payroll and HR integration:* Simplified, centralized management of HR and payroll processes + *Compliance support:* Help reduce risk, improve accountability, and support long term business stability *Timestamp highlights:* 0:00: Introduction and overview of AccuVisors 0:11: Accounting, tax and advisory services for business owners 0:23: Switching to ADP TotalSource and PEO experience 0:30: Expanded benefits and HR support 0:50: Employee self service portal and accessibility 0:52: Dedicated HRBP support 1:20: Why AccuVisors confidently refers clients to ADP 1:58: Proactive HR solutions that reduce risk and improve peace of mind

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Introduction and overview of AccuVisors

(upbeat music)

Accounting, tax and advisory services for business owners

- We provide accounting services, tax services, and tax resolution services to privately held businesses and their owners. - We became a client of ADP TotalSource approximately

Switching to ADP TotalSource and PEO experience

five, maybe seven years ago. We had been on another PEO and made the switch and are extremely happy that we did.

Expanded benefits and HR support

It gave us a much wider selection of benefit providers for dental, vision, healthcare, and retirement. We rely on them to be our HR support for our entire team. - [Jo] Our employees can log into their online portal and see whatever information they want. It's all self-service.

Employee self service portal and accessibility

- [Doug] One of the best things about ADP TotalSource

Dedicated HRBP support

is having a dedicated HRBP that we can reach out to at any time with any questions. She is always available. We bring up any question and she has an answer. - There's also a lot of resources for our staff in providing advisory services to our clients and information they can look up, reports they can generate. - When we refer a partner, we need to have confidence in that partner being able to provide a level of service that meets our standards and can help our clients.

Why AccuVisors confidently refers clients to ADP

And ADP TotalSource solves that for us. - ADP TotalSource is a one-stop-shop for all of their HR and payroll related meets. We don't have the resources, expertise, and we don't have the time to do those things, but that's why we feel so comfortable referring our clients to ADP, 'cause we have personal experience that they're going to do a great job. - [Doug] Jenna supports us in helping explain the benefits of ADP TotalSource to our clients. - [Jo] It's just a collaboration between our firm, our team of advisors, Jenna, and the client. And it's really a great, cohesive team. - [Doug] This is a solution that's going to be proactive

Proactive HR solutions that reduce risk and improve peace of mind

that will help you avoid problems, that will decrease your liability, that will make you sleep at night and be able to run your business better. (upbeat music)

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