...to existing clients or prospective clients. Our Sponsor is Laura, the CEO of our HR partner business, Humnly. Sean is our Champion; he’s the Business Acquisition Manager at Reconciled. Together, they...
...the federal government based on the amount of previously reported taxes over a specified time period (new businesses file monthly until a new deposit schedule is assigned)Some states follow the federal deposit and...
...laws applicable to your clients. Let’s take a look at an example pay schedule. Bryan owns a construction business. He needs to pay his hourly staff as well as the salaried admin team, so he has two pay schedules:...
...ADVISORY INSIGHTS AND RECOMMENDATIONS 3: Find the people story Telling the people story Wrap up 1: Understand business and people performance PEOPLE ADVISORY INSIGHTS AND RECOMMENDATIONS 2: Develop financial,...
...complimentary Gusto subscription (accessible directly through the Firm Details tab of your Gusto Pro account) to get first-hand experience with Gusto. Your Partner Advisor is your firm’s central point of contact...
...Connect with your peers Nayo Carter-Gray is here to show you how to approach client onboarding as a modern accountant. Learn how leveraging Gusto’s technology can help you unlock efficiencies, create a great first...
...Set the tone of a 2-way partnership from the get-go.ExamplePeople Advisor: “What happened in your business that led you to get in touch with our firm?” Asking broad questions gives clients space to talk about...
Offboarding is the final stage of the employee lifecycle—and it’s just as important as onboarding. In this course, you’ll dive into the employee offboarding process, discover how to help your clients make a great final impression, and learn how to keep your clients compliant every step of the way. ### **Module 9 of Gusto Payroll Certification.**...
Onboarding is a crucial moment in the employer–employee relationship. Here you’ll dig into tricky compliance questions like employees vs. contractors and FLSA exemption, as well as Gusto’s time-saving features, and how it all comes together to help your clients nail that great first impression. ### **Module 3 of Gusto Payroll Certification** ...
Onboarding is a crucial moment in the employer–employee relationship. Here you’ll dig into tricky compliance questions like employees vs. contractors and FLSA exemption, as well as Gusto’s time-saving features, and...
Offboarding is the final stage of the employee lifecycle—and it’s just as important as onboarding. In this course, you’ll dive into the employee offboarding process, discover how to help your clients make a great...
...Unpaid tax liabilities Over to you Check your understanding Common errors and how to fix them Setting up the account Here are some of the most common errors that happen during the Previous payrolls step of client...
...should go over in the client kickoff meeting:Introductions between the client and the team.The client’s business and people goals.Cover major deliverables and responsibilities.What does scope creep look like? What...
