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Sponsored by
Gustologo
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Pivoting Client Accounting Services to Offset the COVID-19 Impact

PIVOTING CLIENT ACCOUNTING SERVICES TO OFFSET THE COVID-19 IMPACT

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 22, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

2020 has been a doozy for all of us in the industry affecting our advice to clients in new ways. Accounting firms have the unique opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success by revisiting client advisory services.

In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.
 
Learning Objectives:


  • Discuss how the future of client accounting advisory services will focus on people first, tech second

  • Identify the value of delivering people advisory services for clients and your firm

  • Recognize ways that Gusto and Botkeeper enable you to deliver Client Advisory Services with ease

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Deneen Dias

Botkeeper
VP of Strategic Partnerships
deneen@botkeeper.com
(212) 596-6252

Botkeeperlogo

Deneen has spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices, and has facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice. Along with being a frequent speaker at conferences such as Engage, CPA.com Digital, and Sage Intacct Advantage, Deneen has a keen interest in helping firms create fast-growing, profitable new revenue lines by focusing on automation & innovation.  
 

Linkedin

Will Lopez

Gusto
Head of Accountant Community
will.lopez@gusto.com

Gustologo

As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.

About Our Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 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.