How do you expand your firm’s offerings to include advisory services? Often, partners and firm managers find themselves stuck providing compliance services despite wanting to focus on advisory. That's because before they can devote time to advisory, accounting firm leaders need to have confidence in their people and their firms' processes. In this webinar, you’ll learn how to unlock capacity and focus on advisory at your firm by building an efficient team and equipping them with the right tools.
Yoseph West is currently co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.
Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.
Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.
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.