Gusto – Accounting Strategy and Tech with Matt Woodson & Will Lopez (podcast)

Gusto Poe Group Advisors podcast
Matt Woodson / Will Lopez


If you’ve listened to this podcast for any amount of time you’ll know we usually focus on business fundamentals over tech, but Gusto was an exception to the rule.

At Poe Group Advisors, we switched to Gusto for our payroll this summer and it’s incredibly easy to use. I haven’t been this excited about a software in a long time. It’s one of those companies where after you integrate it you sit there and think “Man, why didn’t I think of this?”

Listen in on our discussion with Will Lopez and Matt Woodson where we explore; how to sell yourself more than your solutions, how the proper tech should augment your value not subtract, and the generational shift taking place in the accounting industry. Excited to share this episode. Enjoy!

Gusto is the people platform that enables 6,000+ accountants to advise more than 100,000+ small businesses nationwide pay, insure, and offer modern wellness benefits to their hardworking teams.



Some important parts to highlight:

2:00 – How did you both get into accounting?

8:00 – What advice would you give to someone planning to start a practice from scratch?

13:00 – Describe the cultural shift and the changes you see.

18:30 – What insights do you consider to be the major contributor of the success of your clients?

27:12 – Tell us about your discovery that the tools will enable and not replace.

35:30 – What are the biggest threats we face as a profession?

48:00 – What are the biggest opportunities?

53:30 – Find out more about Gusto including incentives and discounts.

Email Matt Woodson directly at to get started or if you would like access to the Playbook Will referenced.


(If you would prefer to watch this podcast recording, see it on YouTube.)


About Will Lopez Featured in Forbes, Business Insider, Accounting Today, and Fast Company, Will is the Head of Gusto’s Accountant Community and chief architect to People Advisory™. Gusto is the people platform that enables 6,000+ accountants to advise more than 100,000+ small businesses nationwide pay, insure, and offer modern wellness benefits to their hardworking teams. Before Gusto, Will founded AdvisorFi, a modern accounting firm that helped both entrepreneurs and accountants leverage digital transformation to benefit their businesses and clients.

About Matt Woodson is a Partner Advisor at Gusto, working with accounting and bookkeeping professionals to help guide firms to adopt the cloud-accounting model through modern technology. With a background in business development, professional sales, and marketing, Matt is able to provide his partners with a holistic approach to obtaining and onboarding new clients through Gusto’s People Platform.

About Brannon Poe Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant’s Flight Plan – Best Practices for Today’s Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).


If you’re wondering whether your Tech-Stack is built for 2021…

Check out our 1-hr Technology Roadmap Workshop on Nov. 17th @ 11 AM EST.




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