THE FREE SIMERPU PROFESSIONAL ROADMAP
Get a practical workbook for understanding your role, finding the client’s real priorities, asking better questions, and working through an opportunity from first contact to follow-through.
Built for agents, brokers, affiliates, CPAs, tax professionals, and agency leaders.
84 pages
20 lessons
12 practical worksheets
Read the complete Professional Roadmap online for free. No signup or payment required. The SIMERPU waitlist is optional.
WHY START HERE?
A presentation cannot answer every question the employer, their accountant, or payroll will ask.
The Professional Roadmap helps you organize what you know, identify what you still need to understand, and involve the right people before moving forward.
Understand your role and identify the questions you need answered.
Discover the client’s priorities and organize the evaluation.
Document the next step, clarify responsibilities, and review what happens after the decision.
START HERE
The roadmap is available without registration. Want to stay connected with SIMERPU? Join the free waitlist below. Free membership opens November 15, 2026. No payment required.
Choose one opportunity. Organize what you know and identify the next question you need answered.
Signup is free. No payment or paid membership is required. The roadmap remains part of SIMERPU after launch.
SIMERPU is an independent educational platform—not a program provider or an approval service. The roadmap is a permanent free starting point. Continue into practical learning, an earned certification pathway, original industry analysis, evidence-led reviews, and a professional community.
LEARNING & CERTIFICATION
The curriculum and standard educational certification pathway are planned launch offerings. The standard pathway remains included in Free membership. Membership or reading the roadmap does not award certification.
REVIEWS & PROFESSIONAL QUESTIONS
Review methodology is public. Platform reviews and employer experiences will appear only after editorial approval; none are published yet. Directory and public verification tools are in development.
COMMUNITY & CONVERSATIONS
Free membership is planned to open November 15, 2026. Community activities and the podcast are being prepared. Forums, guest episodes, event bookings and private accounts are not yet operational.
A FREE FOUNDATION
The permanent roadmap and standard certification pathway remain visible in Free. Paid tiers are optional planned launch offerings—not requirements for this resource. No payment is collected through the waitlist.
Read original SIMERPU analysis in Insights & Reports. IRS Updates, Article Reviews, Virtual Care Reviews, and Employer Experiences remain separate collections; new material will appear as it is approved.
Industry Intelligence
The future of the SIMERP industry won’t be determined by who delivers the most impressive sales presentation. It will be shaped by the trust we earn, the value we deliver, and what happens long after an employer signs.
By SIMERPU Editorial · October 2026 · Founder perspective
You don’t need every answer before you begin. Use the Professional Roadmap to understand your role, prepare the conversation, and decide what needs to happen next.
SIMERPU™
Understand the details. Lead with confidence.
Founded by Mardy Gould.
© 2026 SIMERPU.