Gusto may make payroll easier than ever, but it’s still important to understand how it’s done. Here you’ll get a peek behind the curtain to see how payroll gets synced to the general ledger, how it translates to your client’s income statements, and how custom reports in Gusto can provide valuable business insight. ### **Module 7 of Gusto Payroll...
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Welcome
Getting Started with Gusto Pro...Program and begin our journey together. Will Lopez, Gusto’s Head Evangelist, shares a few words about what’s in store. As a partner, you have access to a suite of powerful benefits designed to help you create a...
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Winning your First People Advisory Clients
People Advisory Accelerator...who the best are to pilot your new services, then approach them in a way that really highlights the value of what you’re ‘selling’. And when they’re ‘sold’, make sure the deal is most definitely sealed. As always,...
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Introducing People Advisory
People Advisory Certification...Over to you Connect with your peers Completing People Advisory Certification takes commitment, so what can you expect for your efforts? Jaclyn Anku leads community and education for accountants at Gusto, and...
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Deeper Dive
Elective: Onboarding Clients to Gusto...of client onboarding. Common error: it’s been withheld post-tax by the previous payroll providerFix: it should be pre-tax—this will need to be fixed with the previous providerNote that some people mean for their...
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Introducing Gusto Payroll Certification
Gusto Payroll Certification... Getting started INTRODUCING GUSTO PAYROLL CERTIFICATION Over to you What’s in Gusto Payroll Certification? Each section of Gusto Payroll Certification is taught by an experienced accountant who brings a passion...
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Reimagining Payroll
People Advisory Accelerator...Check your understanding In their own words REIMAGINING PAYROLL Recap Your insights Get an overview of what’s coming up. You’ve reached the end of this topic—here’s a quick recap. Our People Advisory Packages are...
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Workflow
Elective: Hiring in a New State...in a new state HIRING IN A NEW STATE Over to you Check your understanding Onboarding a new employee What is and isn’t needed to run the first payroll? Workbook activity You’ll need some specific details to run...
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People Advisory Accelerator Quiz
People Advisory AcceleratorTake this quiz to confirm your understanding of the Accelerator program. You'll need a passing score of 80% and have unlimited attempts to pass. There are 30 questions total, which take about 15 minutes to complete....
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Introducing Accelerator
People Advisory Accelerator...how you deliver payroll to your clients. ... The time is now INTRODUCING ACCELERATOR Connect with your peers What to expect INTRODUCING ACCELERATOR The people behind Accelerator Starting the journey INTRODUCING...
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Building your People Advisory Team
People Advisory Accelerator...development of those key people. You’ll explore each of these before checking in with your peers to see what they did. And finally, you’ll be guided through the steps to take to build your People Advisory team....
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Perspectives
Elective: Hiring in a New State...you’ve seen the Perspectives, go to your Workbook and complete Activity 3: Time to plan.Reflecting on what you’ve learned about hiring in a new state, what might you do differently? In your Workbook, note down...
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Welcome
Elective: Hiring in a New State...so you can efficiently handle state tax registration, helping your clients grow their teams. Applying what you learn here in your day-to-day work will help you build your confidence and your skill set.Each...
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Welcome
Elective: Onboarding Clients to Gusto...unlock efficiencies, create a great first impression, and tee up a successful client relationship. Applying what you learn here in your day-to-day work will help you build your confidence and your skill set.Each...
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Workflow
Elective: Onboarding Clients to Gusto...further along the line.If your client is onboarding themselves, pass along the checklist so they know what they’ll need before starting. Each step of the onboarding process plays a key role in keeping clients...
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Making the Accounting Entry
Gusto Payroll CertificationGusto may make payroll easier than ever, but it’s still important to understand how it’s done. Here you’ll get a peek behind the curtain to see how payroll gets synced to the general ledger, how it translates to your...
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**5 CPE credits** | Management Services People Advisory is a new category of consulting that helps you align your clients’ business and people strategies—helping them reach their goals while you grow your business. Pairing financial expertise with advice on people operations, this course will teach you how to apply a holistic People Advisory...
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Perspectives
Elective: Onboarding Clients to Gusto...complete Activity 4: Time to plan.In your Workbook, note down your responses to the following questions:What are the top 3 things that stood out to you about onboarding clients to Gusto?How will this change the...
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Set Up Your Gusto Pro Account
Getting Started with Gusto Pro... Adding firm members Co-branding your Gusto account Get to know Gusto Pro Client billing options Wrap up Invite clients GETTING STARTED WITH GUSTO PRO Adding and referring clients Add (and remove) firm members who...
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Onboarding Clients to Gusto Quiz
Elective: Onboarding Clients to Gusto...steps. Next steps Spread the word Question 1 Question 2 Question 3 Question 4 Question 5 It’s time to check what you’ve learned by taking this short quiz. You’ll be asked 5 questions, and you need an 80% to pass....
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Hiring in a New State Quiz
Elective: Hiring in a New State...the word HIRING IN A NEW STATE Question 1 Question 2 Question 3 Question 4 Question 5 It’s time to check what you’ve learned by taking this short quiz. You’ll be asked 5 questions, and you need an 80% to pass....
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0.5 CPE credits | Computer Software & App There’s no doubt about it—remote work is here to stay. In this elective, you’ll learn how to help clients onboard employees living and working in a new state. We’ll teach you how to get them registered with the state, how to master the process in Gusto, and how to create an efficient workflow every...
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**4 CPE credits** | Management Services Are you tired of giving away payroll services for free? With Gusto’s People Advisory Accelerator, you’ll learn how to use payroll as the foundation for helping clients take care of their hardworking teams—so you can increase revenue at your firm. In this program, we’ll teach you how to design, staff,...


















