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Gusto 3moreways

3 WAYS TO DELIVER MORE CLIENT VALUE: PAYROLL, COMPLIANCE, AND BENEFITS

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

The role of the accountant is evolving. The modern accountant recognizes the importance of expanding his or her role beyond a traditional bookkeeper and financial advisor to a trusted business advisor.

What does this mean? That it's increasingly important to expand your service offerings, so you can be a valuable resource to your clients year-round. Learn about the the benefits of offering 3 additional services to your U.S. clients: payroll, compliance, and benefits. By adopting a modern software solution, you won't have to deal with the manual tasks and unnecessary complexities traditionally associated offering these services. So you can focus on spending more time with your clients.

Learning Objectives

  • Ways to turn payroll, compliance, and benefits into new revenue streams

  • Options for pricing and bundling your offering

  • How to market and sell these new services

  • The features that comprise a modern payroll and compliance service, including a live demo of Gusto

  • How integrating Gusto with other modern back-office applications can streamline your practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jake Haffner

Gusto
CPA, Payroll Advisor
haffner@gusto.com
(415) 935-0195

Gustologo

Jake is a CPA and payroll advisor at Gusto. Jake began his career at Deloitte serving clients in the financial services and consumer business industries. Most recently prior to joining Gusto, he maintained the financial records and ran payroll for a technology startup. Jake is passionate about helping accountants grow their practice and better serve their clients.

About Our Presenter

Gustologo
Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.