The shift away from compliance-based services towards a more full-service approach that provides high-value guidance has clear, proven advantages. CPA.com’s Business Model Trends for CAS study reported that when advisory services were added to payroll and tax services, firms increased their monthly revenue for those services by 48.6%. Accountants and bookkeepers have a massive opportunity to sell People Advisory services and increase their revenue. 

Learning Objectives: 

• List 5 steps to setting up People Advisory services


• Recognize best practices for selling, delivering, and getting paid for People Advisory Services 


• Determine how to leverage Gusto’s People Advisory Accelerator program to launch your People Advisory practice 


• Identify where to access ready-made People Advisory proposal templates 


• Give examples of how to streamline payroll billing workflows with the new Gusto & Practice Ignition integration