Payroll Services: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for payroll providers and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need payroll providers, who else gets a call that same week?
Payroll providers sell to other businesses, and most of the work starts when a business puts its first employee on payroll. It moves fast, so being the name already in hand matters more than being the cheapest. Clients come back, which makes one good introduction worth years.
- First hire / payrollwhen a business puts its first employee on payroll
- Business formationwhen somebody starts a company
- Compliance deadline or inspectionwhen an inspection or compliance deadline lands
- Sale of a businesswhen an owner sells the company
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
CPA / Accountant
They send you work71Trigger: a business puts its first employee on payroll
CPAs hear about it when a business puts its first employee on payroll, before you do. This one sends you work rather than trading it.
- 02
Bookkeeper
Two-way71Trigger: a business puts its first employee on payroll
You and bookkeepers both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 03
Attorney Business & Corporate
They send you work69Trigger: somebody starts a company
Business attorneys hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 04
Restaurant / Food Service
They send you work67Trigger: somebody starts a company
Restaurants hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 05
Medical Billing & Practice Management
Two-way65Trigger: somebody starts a company
You and medical billing companies both get the call when somebody starts a company, usually the same week. This one goes both ways.
- 06
Attorney Intellectual Property
They send you work64Trigger: somebody starts a company
IP attorneys hear about it when somebody starts a company, before you do. This one sends you work rather than trading it.
- 07
Insurance Property & Casualty
Two-way63Trigger: somebody starts a company
You and P&C insurance agents both get the call when somebody starts a company, usually the same week. This one goes both ways.
- 08
Staffing / Recruiting
You send them work63Trigger: a business puts its first employee on payroll
You hear about it when a business puts its first employee on payroll, before staffing and recruiting firms do. Expect to give more than you get back here.
- 09
Community Association Manager (HOA / Condo)
They send you work63Trigger: an inspection or compliance deadline lands
Community association managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 10
Commercial Property Manager
They send you work63Trigger: an inspection or compliance deadline lands
Commercial property managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 01
Staffing / Recruiting
You send them work69Trigger: a business puts its first employee on payroll
You hear about it when a business puts its first employee on payroll, before staffing and recruiting firms do. Expect to give more than you get back here.
- 02
Web Developer
You send them work66Trigger: somebody starts a company
You hear about it when somebody starts a company, before web developers do. Expect to give more than you get back here.
- 03
Insurance Health & Benefits
You send them work64Trigger: a business puts its first employee on payroll
You hear about it when a business puts its first employee on payroll, before health and benefits brokers do. Expect to give more than you get back here.
- 04
Printing Services
You send them work62Trigger: somebody starts a company
You hear about it when somebody starts a company, before printers do. Expect to give more than you get back here.
- 05
Bookkeeper
Two-way61Trigger: a business puts its first employee on payroll
You and bookkeepers both get the call when a business puts its first employee on payroll, usually the same week. This one goes both ways.
- 06
Business Coach
You send them work61Trigger: a business puts its first employee on payroll
You hear about it when a business puts its first employee on payroll, before business coaches do. Expect to give more than you get back here.
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you.
LinkedIn groups & local B2B communities
Your partners are in this room: CPAs, bookkeepers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, bookkeepers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, bookkeepers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
State CPA society
Your partners' associationYour partners are in this room: CPAs and bookkeepers.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 04
Software & platform user groups
Vendor & supply chainYour partners are in this room: bookkeepers and medical billing companies.
Groups for the software your customers use, like practice management, property management, and accounting. You meet people in the middle of a problem.
- 05
Vistage
Paid peer groupYour partners are in this room: CPAs, business attorneys, and staffing and recruiting firms.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and IP attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 07
EO (Entrepreneurs' Organization)
Paid peer groupYour partners are in this room: business attorneys and IP attorneys.
Owners above a revenue bar, meeting in private. Few referrals, but the ones that happen are big and close fast.
Chapter finder → - 08
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder →
LinkedIn groups & local B2B communities
Your partners are in this room: CPAs, bookkeepers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, bookkeepers, and business attorneys.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: CPAs, bookkeepers, and business attorneys.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
State CPA society
Your partners' associationYour partners are in this room: CPAs and bookkeepers.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 04
Software & platform user groups
Vendor & supply chainYour partners are in this room: bookkeepers and medical billing companies.
Groups for the software your customers use, like practice management, property management, and accounting. You meet people in the middle of a problem.
- 05
Vistage
Paid peer groupYour partners are in this room: CPAs, business attorneys, and staffing and recruiting firms.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
State bar practice sections
Your partners' associationYour partners are in this room: business attorneys and IP attorneys.
Classes, standards, and lawyers who share cases. The exception is across practice areas. Estate and family lawyers refer to each other all the time.
Chapter finder → - 07
EO (Entrepreneurs' Organization)
Paid peer groupYour partners are in this room: business attorneys and IP attorneys.
Owners above a revenue bar, meeting in private. Few referrals, but the ones that happen are big and close fast.
Chapter finder → - 08
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters →
Let us be straight with you. For payroll providers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
Is your seat open?
Prime Time takes one payroll services per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for payroll providers, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Payroll Services
The five people who should be sending you clients
- CPA / Accountant (They send you work)
Shared trigger: a business puts its first employee on payroll - Bookkeeper (Two-way)
Shared trigger: a business puts its first employee on payroll - Attorney Business & Corporate (They send you work)
Shared trigger: somebody starts a company - Restaurant / Food Service (They send you work)
Shared trigger: somebody starts a company - Medical Billing & Practice Management (Two-way)
Shared trigger: somebody starts a company
The three rooms to be in
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, bookkeepers, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, bookkeepers, and business attorneys.
- State CPA society: Your partners are in this room: CPAs and bookkeepers.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, bookkeepers, and business attorneys.
- Your city or county chamber of commerce: Your partners are in this room: CPAs, bookkeepers, and business attorneys.
- State CPA society: Your partners are in this room: CPAs and bookkeepers.