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Webinar

Turn payroll into your CAS foundation with Karbon + Gusto

Discover how firms are using payroll to launch high-value Client Advisory Services (CAS) with the help of AI and deeply connected tech stacks.

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If you cannot attend at this time, register to receive the recording.

Thu, June 25 - 5:00pm UTC

About this webinar

Accounting firms are at a rare convergence point: 

Clients are actively asking for deeper HR advisory services

AI has finally matured enough to strip the liability and chaos out of payroll

And the technology to act on both is here right now. Join Joe Carufe from Karbon, Colleen Oates from Gusto, Melissa Diaz from High Rock Accounting and Melissa Stout from Milestone Business Solutions, Inc. as they share their AI journeys and transitions to Client Advisory Services (CAS).

You’ll learn:

  • Why payroll is a crucial foundation for delivering successful CAS

  • Practical examples of how payroll is used to launch high-value HR and People advisory services

  • About High Rock and Milestone's own transitions, including the wins, lessons learned, and the tools they use to make it happen

  • How the Karbon and Gusto integration connects workflow automation with payroll execution so you can stop chasing deadlines and meet surging CAS needs

Who is this session for?

Firm owners, partners, and operations leaders evaluating their CAS infrastructure, and the accountants and bookkeepers doing the day-to-day work who want to see what a connected payroll workflow actually looks like.

If you can’t join live, register to receive the recording.

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Meet the Speakers

Joe Carufe
Project Manager, Karbon

Joe has led cloud accounting firms since 2011, focusing on strategy, leadership, technology, efficiency, and talent integration. He is passionate about process improvement and loves talking with leading accounting firms and other top app vendors from across the globe.

Colleen Oates
Head of Indirect GTM, Gusto

Colleen drives GTM strategy across Gusto's accountant and channel partnership programs. She focuses on building the partnerships, programs, and go-to-market motions that help accounting firms and channel partners grow their businesses with Gusto.

Melissa Stout
Founder, Milestone Business Solutions Inc.

Melissa is the Founder of Milestone Business Solutions and a seasoned CFO with nearly 20 years of accounting and financial experience. She helps entrepreneurs succeed by combining technology and process with financial insights.

Melissa Diaz
Chief Revenue Officer (CRO) + Partner, High Rock Accounting

Melissa Diaz is a powerhouse at the intersection of accounting, strategy, and tech. As Co-Owner and CRO of High Rock Accounting, she helps businesses harness cutting-edge technology to make smarter, faster, fully compliant financial decisions.