Everyone is talking about how CPA firms need to move from compliance to advisory services, but what does that mean? Here’s one approach: Put a face to the financials for your clients with People Planning. After all, a strong and supported workforce is the most important factor in the success of your clients’ businesses.
Join Blake Oliver, CPA, Director of Marketing at Jirav, and one of Accounting Today’s “Top 100 Most Influential in the Accounting Profession,” and Will Lopez, Head of Accountant Community at Gusto, for a webinar in which they’ll lay out the concept of “People Planning” and how adding it to your practice can help you grow your client relationships and monthly recurring revenue.
Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.
Head of Accountant Community
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.