quarterly partner update · great place to work personal prosperity peace of mind. gusto is the...

Quarterly Partner Update

November 2019

Welcome back!

Will LopezEmpower the Accountant Community

Follow @Zewillster / @GustoHQConnect: linkedin.com/in/wlopezjr/ linkedin.com/company/gustohq

3 | Confidential – Do Not Distribute

Thank you for joining us at QBConnect!


What you can expect to find today:

2. Latest Gusto updates from the last three months: what do you need to know? How to make the most of the latest.

1. Key Gusto understandings: Our shared mission, people platform and end-of-year promotions

3. Live Q&A with Will Lopez: Ask questions live about anything that we have covered in this webinar.

Our mission is to create a world where

work empowers a better life.

Great place to work Personal prosperityPeace of Mind

Gusto is the people platform for small businesses

Benefits Health Insurance (medical, dental, vision), 401k, HSA, FSA, 529 college savings,

and more

ComplianceWorkers’ comp insurance, state new hire forms, certified HR pros, and more

HREmployee offers and

onboarding, paid time off, and employee engagement

Payroll When everything flows through payroll, everything stays in sync

Arum Kang, Co-Founder & CEO of Coffee Meets Bagel

Small business owners

We automatically file local, state, and federal payroll taxes for businesses up to 100 employees. On top of that, we streamline benefits, provide direct access to HR experts, and so much more.

… and better yet, did you know that

New to Gusto? Partner with us! https://gusto.com/partners/accountants

Promotions


The best time to empower clients with Gusto is now

We’ve got some exciting news to make the best time to switch payroll even easier.

From November 1st, 2019 through January 31st, 2020 your firm can earn $1,500 when you add at least five (5) clients with three or more employees each:

● Plus, get $300 for each new client that picks our Concierge plan, up to $1,500 extra.

● If all five clients sign up with our Concierge plan, that’s $3,000!

Promotion Terms and Conditions:https://gusto.com/partners/promotion

https://gusto.com/partner-resources/partner-community-bulletin-board


Save time and earn faster with free payroll setup

Time savingsWe’ll manage the details of

switching your client to Gusto, winning you back

hours of billable time

Professional setupOur team of experts ensures

client data is transferred seamlessly and accurately so

you’re ready for the next payday.

Free for you and your clients

Our payroll experts set up your clients free of charge. No

charge to you, no charge to them.


We’re excited to share Guideline for Accountants!Guideline’s newest offering tailored for partners like you

You’ll both get a Guideline 401(k) plan for free when you sign up for Guideline for Accountants by December 31, 2019—6 months free for your firm and 3 months free for your clients.*

Guideline for Accountants enables you to:

● Launch and monitor affordable 401(k) plans for your firm and clients - all from your own unique dashboard

● Offer your clients a 401(k) plan that is integrated through Gusto

*New customers who sign up for a Guideline 401(k) between October 24th, 2019 and December 31st, 2019 pay no monthly base or participant fees for their first three months of service. New accountants who sign up for a Guideline 401(k) between October 24th, 2019 and December 31st, 2019 pay no monthly base or participant fees for their first six months of service. View our full fee disclosure here. Guideline reserves the right to modify or discontinue this promotion at any time without prior notice. www.guideline.com/accountants.

For more information visit:https://guideline.com/accountants

https://my.guideline.com/agreements/fees

http://www.guideline.com/accountants


Education

This ‘Welcome to Gusto’ session (including live Q&A) introduces you to our People Platform. Exploring how offering full-service payroll, benefits, and HR to your clients can grow your firm.

Register for the Welcome to Gusto webinar:https://gusto.com/partner-resources/gusto-partner-program-cpe-events

Welcome to

If you're new to Gusto’s Partner Program or have been with us for a while...

● Identify how to create firm efficiencies

● Discover when and how to offer advice related to building strong, successful teams

● Learn how to expand and deepen your firm's advisory offering


Earn free CE with Gusto on CPA Academy!

Register for upcoming Gusto webinars:https://www.cpaacademy.org/company/gusto

We have a few upcoming webinars that you can learn from and receive free CPE.

Health Insurance in 2020 (11/13)

● Navigate the New Year by learning

about upcoming benefits changes for

January 1st 2020

● Advise your clients on the best

strategies for retaining top talent

Delegate like a Boss (11/15)

● Dive into the reasons accounting pros

cling to work that could be delegated

● Practical tips for taking steps towards

a more productive and engaging work

culture


Community


Gusto stories

To see more of these

videos and read about the

incredible customers we

featured, visit

gusto.com/brand/stories

http://gusto.com/brand/stories


Adults in the U.S. say they always or often feel lonely, lack companionship, feel left out or isolated.

46%

https://www.forbes.com/sites/neilhowe/2019/05/03/millennials-and-the-loneliness-epidemic

https://www.forbes.com/sites/neilhowe/2019/05/03/millennials-and-the-loneliness-epidemic


Join our Facebook group to build community!

Join Gusto’s Accounting Community Facebook Group:https://facebook.com/groups/gustopartners

We recently launched a new community group on Facebook for Gusto partners. We get stuff done together, learn new things together, and engage each other collaboratively. Join us today!

● Share tactics, ask questions

● Give advice, get advice

● Be your natural self

● Build community together



Get plugged in using our Bulletin Board!

https://gusto.com/partner-resources/gusto-partner-program-cpe-events

The Partner Bulletin Board is designed to showcase upcoming community and learning events at Gusto, in one place.

● Everything you and your team can join

● Month-by-month online, offline events

● Always up-to-date with the latest



https://go.gusto.com/On-the-Margins-Newsletter.html

https://go.gusto.com/On-the-Margins-Newsletter.html


aGusto is

on LinkedIn

Caleb Newquist(Host)

Will Lopez(Host)

Follow Gusto on LinkedIn to watch!

Features


Global Search inside your dashboard!

● A new search functionality allows you to search for specific clients or their employees straight from your dashboard

● Just start typing the name of a company or of a person in the search box to see a list of results

● One click takes you directly to the company or employee dashboard


Strengthen your security on Gusto

2- Step Verification (2FA) is a security measure we strongly encourage to our customers. Using 2FA reduces the chances of having a customer’s account become compromised.

● Turn on SSO and 2FA w/ “remember this device”

● 2FA expires after 15 minutes


CIP has been launched to all Gustomers!

Customer Identification Process takes a huge step to enhance customer security while still being thoughtful about the small business payroll experience.

● Customers will now be prompted during the inbound support call flow

● This code refreshes every day

● The security code is unique to each user and can be found in their dashboard


● Partners, employers and employees can now calculate their take-home pay and taxes online using the same calculator engine used by Gusto.

● Available for each state and DC, as well as consolidated payroll calculator views for hourly and salary.

● Simply enter their federal and state W-4 information as well as their pay rate, deductions and benefits, and we’ll crunch the numbers for you.

Hourly paycheck and payroll calculator

To utilize our paycheck and payroll calculator:https://gusto.com/tools/hourly-paycheck-calculator



Check printing improvements have arrived!

We created a new PDF layout and partnered with Compuchecks to create a check stock that prints perfectly. Gustomers can now manually print and send checks in a standard #9 double window envelope with ease.

● Slowly phase out our old format over the next 3 months,

● Get 15% off using GUSTO15 when purchasing Gusto Check Stock or envelopes from Compuchecks

Reminders


A two-sided marketplace

The Gusto Partner Directory

https://gusto.com/partners/directory


The Gusto Partner Directory


● All revenue share payments have moved to direct deposit

● If your firm earns revenue share, make sure you add or update your billing information within the dashboard

● Revenue share payouts will happen monthly moving forward, on the 10th business day of the month

Don’t forget to update your billing and W-9 information at app.gusto.com/login

Revenue share by direct depositFaster, more streamlined payments and higher visibility


Did you know...If you just want to refer a client, you’ll get a $100 referral bonus after they run payroll.


Gusto has a new look!Same functionality you know and love, now more vibrant and human

If you have any Gusto logos and partner badges on your site or materials, now is a good time to update them!

gusto.com/partner-resources/gusto-partner-badges

quarterly partner update · great place to work personal prosperity peace of mind. gusto is the...

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