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Stratshift

PROFITABLE PAYROLL: THE STRATEGIC SHIFT YOUR PRACTICE CAN MAKE TO STAY AHEAD

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 21, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

We’ve seen a strategic shift in the accounting industry: not only are forward-thinking CPAs implementing cloud-based systems to automate tasks, they’re also adding new services to their wheelhouse to help their firm be an integral part of their client’s businesses. This 90-minute session will cover what additions you can make to run your firm more effectively. Specifically, we will show you how adding ZenPayroll to your practice’s offerings can improve client retention and drive your bottom line, while also saving you countless hours. Remove the headache of payroll from your clients without taking on that headache yourself. Your clients will love you for helping them make better financial decisions.

Learning Objectives

  • Understand what today’s top firms are doing to differentiate themselves from the competition and set themselves up as a true partner for their clients.

  • Hear a firsthand account of how Donny Shimamoto, industry influencer and the winner of AICPA’s Maximo Mukelabai Award, has streamlined processes in his practice, and why he recommends ZenPayroll for any practice looking to grow and evolve.

  • See a product demonstration to learn how ZenPayroll can help you manage your client’s payroll all from one place, plus run payroll in minutes from any device, anywhere.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Saad Shahzad

Gusto
Head of Channel Sales

Gustologo

Linkedin

Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
[email protected]
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.

Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
 

Linkedin

Jake Haffner

Gusto
CPA, Payroll Advisor
[email protected]
(415) 935-0195

Gustologo

Jake is a CPA and payroll advisor at Gusto. Jake began his career at Deloitte serving clients in the financial services and consumer business industries. Most recently prior to joining Gusto, he maintained the financial records and ran payroll for a technology startup. Jake is passionate about helping accountants grow their practice and better serve their clients.

About Our Presenter

Gustologo
Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.