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The Rapid Response Accounting Tech-Stack to Help Your Clients During COVID-19

THE RAPID RESPONSE ACCOUNTING TECH-STACK TO HELP YOUR CLIENTS DURING COVID-19

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 4, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In the current climate, every accountant is being forced to adapt to provide the assistance their clients need right now, and also to help their own firm in the process. And for most, this is being done while working from home, something that presents a challenge in itself. In this webinar, we will unpack how the COVID-19 Rapid Response Tech-Stack works together to power you and your firm through this time of need. Experts from all four vendors are coming together to share their best tips and advice to help as many clients as possible navigate the challenges of today.

Learning Objectives:


  • Identify new services and offerings to scope and price to support your clients through advisory services and obtaining government relief.

  • Learn how to access real-time federal, state, and local policy information resources, toolkits and bulk-tools to advise clients.

  • Understand best practices for communicating with your team and clients virtually.

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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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Ian Vacin

Karbon
Co-Founder and Chief Customer Officer
ian@karbonhq.com
(510) 517-6267

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Ian is co-founder and Chief Customer Officer of Karbon.  He has almost 20 years experience in the high tech and accounting industry with expertise in the design, development, and marketing of software solutions. Prior to Karbon, Ian was a key leader of Xero in the US (Vice President of Marketing & Product) and spent almost 10 years at Intuit (where he led the QuickBooks ProAdvisor Program and was the Offering Leader of Intuit's Mac Financial Software). He has led marketing, product management, and engineering teams in Fortune 500 companies and early stage startups. Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University.

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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.

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Joshua Lance

Practice 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 Presenter

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.