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The Alternative Board

The Alternative Board. Partnership Solutions. August 23, 2013. Agenda. Paychex Corporate Overview TAB/Paychex Mutual Referral Program Special Partnership Savings. Paychex, Inc. – Corporate Overview. Paychex Corporate Overview. Paychex, Inc. (PAYX): Nearly 600,000 clients nationwide

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The Alternative Board

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  1. The Alternative Board Partnership Solutions August 23, 2013

  2. Agenda • Paychex Corporate Overview • TAB/Paychex Mutual Referral Program • Special Partnership Savings

  3. Paychex, Inc. – Corporate Overview

  4. Paychex Corporate Overview • Paychex, Inc. (PAYX): • Nearly 600,000 clients nationwide • 40+ years of experience and leadership • Nationwide service with state-specific expertise • Endorsed provider of the AICPA • Paychex HR Solutions: • 17,000+ small business owners and cover 500,000 worksite employees nationwide • Largest US producer of legally-reviewed employee handbooks • Over 400 highly-trained, HR professionals across the US • Paychex Insurance Agency, Inc.: • Over 80,000 business clients • Integrates insurance services directly to payroll improving employer cash flow

  5. Nationwide Expertise Personalized, one-on-one service delivered by nearly 2,500 highly trained professionals anywhere in the US. 1866 Payroll Specialists 425 HR Professionals 149 Insurance Agents

  6. Support from Hire to Retire

  7. TAB/Paychex – Partnering Up! As your partner, our goal is to provide business process solutions that have a direct positive impact for all TAB Franchisees and their members both operationally and financially for the life of their business.

  8. Program Components • Local Paychex Point-of-Contact • Serves as your quarter back within Paychex and in your area • Will coordinate with division partners as needed • Zip code alignment • Education and Training • TAB HQ and Paychex to arrange point-of-contact introductions • Share capabilities • Outline local business development plan • Paychex seminars available for your member events • Special Savings Programs – TAB Franchisees and Members! • 25% Discount on Payroll Processing fees • 15% Discount on HR program set up fees

  9. Industry Experts at Your Service • Paychex leaders are available to speak at your events* • Help your members stay current on topics such as • Health Care Reform • What does it mean for you and what are your options? • Business Growth Training • Recruiting, managing and training employees effectively • HR Management Seminar • Employee classification, HR Issue Resolution and more *individual scheduling required, based on availability

  10. Sample Seminars Franchisee Owner Seminars Business Growth Seminars • Health Care Reform • New Franchisee Owner Startup Training • Top 10 HR Issues • Employee vs Independent Contractor • Exempt vs Non-Exempt • Restaurant Payrolls • 401(k) A Retirement Plan Option • 4 Ways to Grow Your Business • Develop And Manage Your Brand • Finding New Sources of Business • Getting the Most Out of Your Advertising • Hire The Right People And Get Them productive Fast • Making A Promotions Plan • The Power Of Word Of Mouth • Recruiting Good People • Sustaining Competitive Advantage • Working ON Rather Than IN Your Business

  11. Thank you! TAB National Account Manager Amanda Cox (415) 244-9136 acox@paychex.com

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