Content Provider
Relayfinanciallogo
Sponsored by
Gustologo
Handout Materials
Presentation Slides
Free cpe webinars
How to Unlock Your Firm’s Capacity for Advisory Services

HOW TO UNLOCK YOUR FIRM'S CAPACITY FOR ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 22, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.

Learning Objectives:


  • Identify the different levels of accounting firm services, and where your firm falls

  • Recognize what processes a firm needs before it’s ready to start offering advisory services

  • Identify the right leadership and team members needed to create capacity in your firm

  • Determine what software and tools your firm needs to streamline compliance work

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Yoseph West

Relay Financial
Co-Founder and CEO
yoseph@relayfi.com
(888) 205-9304

Relayfinanciallogo

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.

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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.