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Free cpe webinars
People Planning: Advising Your Clients With People-Focused Advisory Services


Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.
Learning objectives:

  • Learn what People Planning is, why it’s important to your clients, and how it can increase your value (and billings) for your firm.

  • Define the top People Planning KPIs you could be tracking and reporting on for your clients to put a face to the financials.

  • Get started with workforce planning to help your clients know when to hire so they can meet their goals.

  • Start implementing People Planning with solutions that streamline forecasting, analysis, payroll, benefits, and HR.

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Cloud accounting

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.


Will Lopez

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.

About Our Sponsor

Gusto serves 200,000+ small businesses and 7,000+ 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.