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Supporting your clients through COVID-19

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Will Lopez
Head of Accountant Community, Gusto

Blake Oliver, CPA
Accounting Community Advocate, Relay

Josh Lance
Managing Director, Lance CPA Group & Head of Accounting, Ignition

IndustryCOVID-19Customers
 

In the current climate, every accountant is being forced to adapt to provide the assistance their clients need right now, and also to help their own firm in the process. And for most, this is being done while working from home—something that presents a challenge in itself.

In this video, learn how Gusto, Jirav, Ignition and Karbon are working together to power you and your firm through this time of need. Experts from all four vendors come together to share their best tips and advice to help as many clients as possible navigate the challenges of COVID-19.

You'll learn:

  • What new services and offerings are available to help you support your clients through advisory and obtaining government loan assistance

  • How to access real-time federal, state and local policy information and toolkits

  • How to scope and price new service offerings to help your clients

  • Best practices for communicating with your team and clients virtually

  • How to use Gusto, Jirav, Ignition and Karbon together to create efficiencies and serve your clients at scale

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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.

Will Lopez
Head of Accountant Community, Gusto

Will Lopez is the Head of the Accountant Community at Gusto, the people platform that helps more than 100,000+ small businesses nationwide pay, insure, and offer benefits to their teams. Before Gusto, Will founded AdvisorFi, a modern accounting firm that helped its clients and other accountants leverage digital transformation to benefit the profession at large.

Blake Oliver, CPA
Accounting Community Advocate, Relay

Blake Oliver is an entrepreneur, accountant, and podcaster who specializes in cloud accounting technology. He is one of Accounting Today’s Top 100 Most Influential People and has been named a 40 Under 40 in the accounting profession. Blake produces and co-hosts the Cloud Accounting Podcast, a weekly, tech-focused news round-up for accountants and bookkeepers.

Josh Lance
Managing Director, Lance CPA Group & Head of Accounting, Ignition

Josh is a licensed Certified Public Accountant, a Chartered Global Management Accountant (CGMA), and also a family man who calls Chicago home. Josh has been named as one of the Top 40 Under 40 in 2017, 2018, and 2019 by CPA Practice Advisor.