Advisory Resources

The People Advisory Playbook

Will Lopez Head of Accountant Community, Gusto 

It’s time to think differently about payroll, benefits, and people operations. Here’s how to to start advising clients with people-focused services — with Gusto.

Updated: November 4, 2020

Will Lopez
Will Lopez Will Lopez is the head of Gusto’s accountant community. He has dedicated his career to supporting accountants and small businesses. Before Gusto, Will founded AdvisorFi, a modern accounting firm, which used technology to help automate business processes and provide financial coaching for small businesses.


  • Lori Decker

    Thank you. I keep it on my desktop for easy reference.

  • Carrie Wingo

    Loved this! thank you

  • Mamie S Newson

    Thank you for this playbook! I took so many notes that I’ll never have time to type. Great!


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