...it in Gusto Gaining insights about a client’s team and delivering people-focused recommendations are what makes People Advisory a unique service. Hear from Jaclyn to learn more. Before you dive into the content...
...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...
...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...
...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...
...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....
...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...
...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...
...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...
...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...
...sense, when you consider that people are at the heart of every business. Nayo Carter-Gray breaks down what’s happening behind the scenes when you sync Gusto with the general ledger in your accounting software....
... 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...
...the next steps in your journey. Once you’re done celebrating, take a moment to plan how you can apply what you’ve learned. Go to your workbook and complete Activity 10: Time to plan. Reflect on everything you’ve...
...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...
...the next steps in your journey. Once you’re done celebrating, take a moment to plan how you can apply what you’ve learned. Go to your workbook and complete Activity 10: Time to plan. Reflect on everything you’ve...
...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...
...has this certification helped you meet the goals you set for yourself in Activity 1?How will you apply what you’ve learned with a client?How will you share your success?Where is the next step step in your...
... 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...
...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....
...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....
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...
**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...
**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,...
