Bring more value to your clients through HR advisory services

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Richard Lane
Account Executive, Guideline

Tom Gabbert
Founder / Managing Director, Milestone

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Your clients look to you to be guided through all kinds of issues related to running their business. It's not uncommon for this guidance to become increasingly distant from 'traditional' accounting services.

The most forward-thinking firms are capitalizing on these needs by expanding their services in ways that will bring more value to clients. Learn how you can too.

Ian (Karbon) is joined by Richard Lane (Guideline) and Tom Gabbert (Milestone) to explore why HR Advisory Services is a logical opportunity for your firm to expand into. Learn the specific types of services to consider, why modern solutions make it much easier than was once possible to be well-skilled in this area, and explore in detail one specific aspect of HR Advisory Services: assisting clients to choose the right 401(k) plan.

You'll learn:

  • Why you should consider HR advisory services

  • Common HR advisory services to consider

  • How this can complement your existing financial services

  • Actions to get started

  • How to help your clients choose the right 401(k) plan

  • Additional resources that will assist your expansion into HR advisory

Download the template for Guideline 401(k) process for accountants

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Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Richard Lane
Account Executive, Guideline

Richard is an Account Executive at Guideline Technologies. He has in-depth knowledge of the 401(k) industry, as well a strong financial background.

Tom Gabbert
Founder / Managing Director, Milestone

Tom has been a pioneer and thought leader in the outsourced accounting industry since 2003. He is a successful entrepreneur who loves helping fellow entrepreneurs realize their dreams. Tom is a Certified Public Accountant and holds an undergraduate degree in Accounting from the University of Notre Dame.