Join Gusto's Will Lopez and Caleb Newquist for an interactive session on how you can use a four-step framework to develop powerful People Advisory insights and recommendations which will help your clients grow while also differentiating your firm’s services. We’ll identify how you can use Gusto’s reports and app integrations to support your analysis, and we’ll show you how to leverage powerful people-planning KPIs and employee surveys to uncover the "people story" the numbers are telling.
Learning Objectives:
- Recognize how to differentiate your services through developing People Advisory insights and recommendations
- Identify how Gusto reports and app integrations can support your analysis
- Define people-planning KPIs and how they can help you understand the "people story"
- Recall how to use employee surveys to get feedback directly from clients' employees
Caleb Newquist
Gusto
Editor-at-Large
[email protected]
Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for nine years. Before Going Concern, Caleb worked as a CPA for nearly six years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.
Will Lopez
Gusto
Head of Accountant Community
[email protected]
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 Presenter
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.
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