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How to Sell People Advisory Services with Gusto & Ignition

HOW TO SELL PEOPLE ADVISORY SERVICES WITH GUSTO & IGNITION

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

The shift away from compliance-based services towards a more full-service approach that provides high-value guidance has clear, proven advantages. CPA.com’s Business Model Trends for CAS study reported that when advisory services were added to payroll and tax services, firms increased their monthly revenue for those services by 48.6%. Accountants and bookkeepers have a massive opportunity to sell People Advisory services and increase their revenue. 

Learning Objectives: 


  • List 5 steps to setting up People Advisory services

  • Recognize best practices for selling, delivering, and getting paid for People Advisory Services 

  • Determine how to leverage Gusto’s People Advisory Accelerator program to launch your People Advisory practice 

  • Identify where to access ready-made People Advisory proposal templates 

  • Give examples of how to streamline payroll billing workflows with the new Gusto & Practice Ignition integration 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

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Ryan Embree

Ignition
General Manager
ryan@ignitionapp.com
(734) 474-7507

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Sponsor

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.