Introducing New Services
Sexual Harassment Prevention Training Program

How to address the new sexual harassment prevention training requirements is at the forefront of many of our clients' minds.

Allied Financial Partners is pleased to be able to offer a solution. Our interactive, on-line sexual harassment prevention program exceeds the standards set by New York State.

The program includes :

  • 45-minute interactive online course - available in English and Spanish
  • Employee training compliance tracking sheet
  • Sexual Harassment Policy
  • Sexual Harassment Complaint Form
  • Email to inform your employees of training requirements
  • Instructions on how to conduct a sexual harassment investigation

Request a Quote Today Contact Andrea True at (585) 410-6733 ext. 103 or atrue@alliedfp.com
Credit Card Processing

Based on client feedback, Allied Financial Partners is excited to announce that we can now help facilitate credit card processing for your business.

Available service options include;
  • Transaction management system
  • Plug-and-Play terminal system
  • Virtual terminal systems
  • Mobile App & device access
  • Hosted payment page
  • Point of Sale system
For more information about the available credit card processing options please email ttette@alliedfp.com.
Long Term Care Seminar - November 8, 2018
Can you picture what your long-term care experience will look like?
At this presentation we will cover such topics as:

  • The importance of having a plan in place before you need one.
  • How will you pay for your care; there are many options available, which is the right one for you?
  • Protecting your assets; your plan, or lack of plan, could affect your entire family.

We encourage you to share this invitation with interested family members or friends who may benefit from this educational seminar.

Event Details
Date: Thursday, November 8, 2018
Registration: 6:00 PM
Presentation: 6:30 PM - 8:30 PM
Location: Casa Larga Vineyards
2287 Turk Hill, Fairport NY 14450
RSVP for this event to Andrea True at (585) 410-6733 ext. 103, atrue@alliedfp.com or by clicking here .
Payroll Announcements
  • October quarterlies will be posted to your portal by November 5, 2018

  • With the transition to our new payroll software complete your employees will find that they no longer have access to their old portals. If you have an employee who needs a past W2 or a pay stub we have these on file and can release them upon employer request.

  • Your feedback is important to us. Please take a minute to complete this four-question survey about Allied Payroll Services and our new software system. Click here to complete the survey.
Update: NYS Sexual Harassment Prevention
The finalized sexual harassment prevention policy, poster, compliant form and training materials and minimum training standards have been released and are available on the New York State website .

The model training released by the state includes a comprehensive plan in addition to an 18-page script. Employers are required to provide training to all employees by October 19, 2019. In order to meet the requirement that the training be interactive it should:

  • Ask employees questions as part of the program
  • Allow employees to ask questions about the training, with answers provided in a timely manner
  • Require feedback from employees about the training and materials presented

Employers must provide every employee with the sexual harassment prevention policy in writing, either on paper or electronically. The policy requirement went into effect on October 9, 2018. Current employees should be provided the policy as soon as possible, and new employees should be provided the policy upon hire. Although an acknowledgement form is not required by law, it is strongly encouraged that employers collect one from each employee.
SBC 2018 Thanksgiving Appeal
Allied Financial Partners is excited to be participating in the annual Small Business Council Thanksgiving Appeal again this year. Last year our employees donated 47 boxes!

The SBC has set a goal of 4,000 food boxes to be distributed to families all around the Greater Rochester area. Click here for complete details and list of items to be included in your donation.
***This Budgeting for Turnover infographic is just a glimpse into the wealth of information available to you through our online HR resources.

HR Support Center is a comprehensive suite of online tools and resources to help you manage your HR compliance and employee relationship issues.

HR On-Demand offers you everything in HR Support Center in addition to unlimited access to a team of certified HR professionals who will answer your questions and create custom handbooks, letters, forms and job descriptions for you.

Contact our office today for more information (585) 410-6733 or tax@alliedfp.com.
We'd like to hear from you!
The thumbs up corner of our semi-annual newsletter highlights our clients' achievements. If you have any news that you would like us to feature, please email Andrea True at atrue@alliedfp.com .
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Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA / SIPC , Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IL, NC, NH, NY, NJ, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.