What advice businesses want from their accountant
(Hint: it’s advice on people operations + how much (more) they are willing to pay for it)
In a challenging economy and tight labor market, more than ever, clients need help retaining and attracting top talent. Today, there are 2 job openings for every unemployed person, so great employees have options.
Gusto recently surveyed over 1,100 small business owners and found 44% would pay more for proactive advice on people operations. And, nearly half said they’d consider switching to an accountant that provides it.
Clients need both your financial AND people guidance. The proof is in the data. Join this virtual panel with Economist Luke Pardue to learn more about the types of people advice clients are seeking, and how you can begin offering and charging for people advisory services.
You’ll also hear from top accounting leaders on how they’ve incorporated People Advisory into their practices and into their client offerings, enabling them to substantially grow their firm revenues year-over-year.
Wednesday, December 14, 2022 at 10:00am PT / 1:00pm ET
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What you’ll learn
What advice business owners want most from their clients
(Hint: It’s advice on people matters.) Hear from Gusto Economist Luke Pardue on what clients need from their accountants as their trusted, strategic advisors, based on Gusto data.
How to put People Advisory into action
Learn how to advise clients in a tight labor market, and how to put people advisory into practice for your firm and clients.
How to charge and market your people advisory services
Learn how much more clients would pay for advice on their teams and people operations, based on Gusto data. Hear from experts on how they’ve successfully charged and marketed their people advisory services.
Meet Miguel, Melissa, & Luke
Our upcoming live session will feature insights from guest speakers Miguel Alexander Centeno, Melissa Stout, and Luke Pardue.
Miguel Alexander Centeno, Founder & Chief Tax Strategist at Tax Hack Accounting Group
After six years of consulting Fortune 500 companies with tax giant PricewaterhouseCoopers, Miguel left management at the “Big Four” with one goal: to make tax strategy accessible to anyone willing to learn and implement a good idea. Since starting Tax Hack, he has built a team fully focused on learning, educating, and executing tax strategies that provide clients with 10X savings through a first-rate advisory experience. Miguel is based in Austin, Texas where he resides with his wife, two kids, and three cats.
Melissa Stout, Founder & VP of Client Services at Milestone Business Solutions Inc.
Melissa is a seasoned financial executive with over 20 years of accounting and operational experience. Her knowledge of accounting systems and integrated workflow platforms helps her utilize the latest, cutting edge tools to streamline financial operations and maximize efficiency. She has worked with a wide variety of clients, specializing in accounting and business issues unique to the software-as-a-service (SaaS) and professional services industries.
Melissa currently lives in Carmel, Indiana. She enjoys spending time with her two children and is an avid sports fan.
Luke Pardue, Economist at Gusto
Luke Pardue is an Economist at Gusto, researching how public policies help small businesses and their workers thrive. He received his Ph.D. from the University of Maryland, where he studied the effects of government programs on disadvantaged populations’ housing and labor market outcomes. Luke currently lives in Washington, D.C.
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