CPAacademy.org | PEOPLE ADVISORY SERVICES: TRANSFORM YOUR CPA PRACTICE

Content Provider

People Advisory Services: Transform Your CPA Practice with Workstream

Business Management and Organization

PEOPLE ADVISORY SERVICES: TRANSFORM YOUR CPA PRACTICE WITH WORKSTREAM

Available Date(s)

Friday, May 02, 2025: 1:00PM EDT

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Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

As the accounting profession evolves, client expectations are shifting beyond traditional financial services. They desire holistic guidance that encompasses not only their finances but also their most valuable asset - their people. By incorporating People Advisory Services, CPAs can offer strategic counsel on payroll, benefits, compliance, and human capital management, positioning themselves as indispensable partners in their clients' success.

This webinar will define the fundamentals of People Advisory Services and outline actionable strategies for seamlessly integrating these services into their firm. Participants will explore how Workstream's all-in-one HR, payroll, and hiring platform can facilitate this transition by providing enhanced value to clients with hourly workforces. Participants will gain practical implementation techniques to strengthen client relationships and differentiate their firm in a competitive landscape.

Learning Objectives

Identify the key components of People Advisory Services and their significance in today's accounting environment
Evaluate how offering People Advisory Services can enhance client relationships and create new revenue streams for firms
Describe how Workstream's integrated platform can streamline the management of hourly workforces
Outline practical steps for implementing People Advisory Services within an accounting practice, including training, marketing, and operational considerations

Brett Spusta

Workstream
Partnerships Manager
[email protected]

Brett is a Partnerships Manager at Workstream where he builds channel sales teams to partner with Accounting and CPA groups that serve hourly businesses. Brett received his MBA in Sustainable Entrepreneurship from the University of Vermont Grossman School of Business.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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About Our Presenter

Workstream is the leading HR, Payroll, and Hiring platform for the hourly workforce. Its smart technology streamlines HR tasks so franchise and business owners can move fast, reduce labor costs, and simplify operations—all in one place. 46 of the top 50 quick-service restaurant brands—including Burger King, Jimmy John’s, Taco Bell—rely on Workstream to hire, retain, and pay their teams.