Accountants can add tremendous value to this new world by leaning into their advisory role. A modern advisor is pivotal to maintaining a client's business, which supports employees' livelihoods and helps economic recovery. But how do firms get the point across and create a client advisory service proposal that sells?

Join Will Lopez, Head of Accountant Community at Gusto, and Josh Lance, Head of Accounting at Practice Ignition, as they discuss how to advise your clients through people advisory and capture new client value through your service proposals.

Learning Objectives:

• Identify the value of delivering people advisory services for clients and your firm


• Recognize the key elements and best practices for every advisory proposal


• Identify how to easily sell people advisory as a new business recovery service