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January 2018
Gusto & Aplos
Simplifying Payroll, HR, and Benefits for Nonprofits
Sam Haber
Accountant, Payroll Expert
Meet the Presenter
3 | Confidential – Do Not Distribute
Agenda
● Company Vision
● Product Overview
● Demo
● Why Gusto?
● Onboarding Process
● Fit with NonProfits/Churches
● Gusto/Aplos Integration
● Discussion/Q&A
Gusto Vision
Why does Gusto exist?
To solve a problem
6 | Confidential – Do Not Distribute
People are not ID numbers. Businesses are not simply transactions and output.
They’re a group of people.
Problems that inspire/motivate us
1
2
⇒ Community (real relationships)
⇒ Peace of Mind
Tremendous amount of unnecessary pain and manual process in how a
business builds their team today.
7 | Confidential – Do Not Distribute
5.7M Businesses and Nonprofits in the US require payroll
~33% fined every year for incorrectly doing payroll taxes
~40% of businesses do payroll manually (ex. founder’s mom)
Fragmented: ADP & Paychex ($55B+ valuation) serve ~1.1M
Unnecessary payroll pain
⇒ One-third of the US
workforce is at companies
1-100 employees in size
8 | Confidential – Do Not Distribute
Gusto today
● Gusto = People Platform (HR + Payroll + Benefits)
● Serving over 60,000 businesses and nonprofits
● Processing tens of billions of dollars
● 500+ employees in San Francisco & Denver
● Launched in Dec 2012
● On a multi-decade mission
Gusto Product Overview
10 | Confidential – Do Not Distribute
Gusto was created specifically to solve the problems of
a modern business and nonprofit.
Truly full-service payroll, a simple and easy-to-understand
platform for benefits administration and integrated HR.
All in one place.
By bringing together modern intuitive design,
automation, and world-class customer service, we’re
looking to make life easier for small businesses and non
profits and help them run more smoothly.
Gusto HR, Payroll, Benefits Platform
11 | Confidential – Do Not Distribute
Easy
9 out of 10 customers say Gusto is easier
than other payroll solutions.
Fast
The average time spent to run payroll with
Gusto is 7 minutes!
Reliable
4 out of 5 customers report fewer payroll
errors after switching to Gusto.
A Better Way to Payroll
12 | Confidential – Do Not Distribute
Modern HR
Employee Self-Onboarding
On average, organizations save 2 hours
every time they onboard a new employee
with Gusto.
Lifetime Employee Accounts
A polished personal account empowers
employees to self-serve and saves
administrators critical time.
Compliance Checklist
71% of customers feel more confident in
their compliance since using Gusto.
13 | Confidential – Do Not Distribute
Fully Integrated Benefits
Small Organization. Big Time Benefits.
Benefits options tailored and priced to fit.
Health insurance, 401(k), HSA, FSA, commuter.
Better Technology. Better Benefits Experience.
Online benefits enrollment, built in benefits
education and increased employee access.
Automated Compliance. Synced Deductions.
Gusto is ACA, ERISA, and HIPAA compliant - and
now you are too. Bonus: benefits deductions
automatically calculate & sync to payroll.
14 | Confidential – Do Not Distribute
Accounting
Time Tracking
POSExpense
Management
Banking Partners
Seamlessly integrated with tools and services
organizations use every day
Productivity
Affordable & All-in-One
$39/Month + $6/Employee
No Additional Fees
No Contracts
Demo
17 | Confidential – Do Not Distribute
Plan Selection
18 | Confidential – Do Not Distribute
Simple Onboarding (9 step process)
19 | Confidential – Do Not Distribute
Church/Non-Profit Payroll Specifics
Churches:
- Exemptions for pastors/ministers easy to set-up
- Support can retroactively update any exemptions
- W2 Reporting of housing allowances
- At the EOY reach out with any questions or adjustments
Non-Profits
- 501(c)(3) Exemptions
- State specific tax exemptions
- Retirement Plans - 403(b) plans
Why Gusto?
21 | Confidential – Do Not Distribute
The Gusto Difference
● Gusto actually makes payroll, benefits, and HR easier for nonprofits and small businesses.
NPS of 70+; unprecedented in the payroll/HR space. We obsess about NPS.
● We give stellar support & expert advice when customers need it.
With a focus on small organizations, Gusto considers service an extension of our product. Our
support team is top-rated and available via chat, email or phone.
● Gusto is a solution that scales with organization.
We’re in all 50 states and we offer three plans to meet the growing complexity of an
organization- full service payroll, HR for growing teams, and benefits.
● We help organizations create a great place to work.
Gusto personalizes & polishes your employee experience while improving your community.
22 | Confidential – Do Not Distribute
Gusto customers actually love payroll
Twitter Gusto Wall of Love (link)
23 | Confidential – Do Not Distribute
How Gusto stacks up with the competition
24 | Confidential – Do Not Distribute
Why Go With Gusto?
✔ NPS of 70+
✔ World class CX
✔ Modern choice for
payroll, HR, Benefits
✔ Fastest growing
payroll company in US
✔ Connected to software
you use everyday
✘ Does not have full
payroll built
✘ Lingering reputational
issues with lawsuits, state
compliance fines
✘ Massive leadership
and employee turnover
✘ Customer focus not
well-aligned with Xero
✘ Not a tech company
✘ Poor UX
✘ Unresponsive
customer support
✘ Bad payroll NPS
✘ Slow moving
✔ Massive volume
✔ Brand recognition
✘ Not a tech company
✘ Poor UX
✘ Unresponsive
customer support
✘ Bad payroll NPS
✘ Slow moving
✘ Not integrated w/ Xero
✔ Massive volume
✔ Brand recognition
Aplos/Gusto Integration Demo
26 | Confidential – Do Not Distribute
Mutual Client Feedback :)
“Aplos referred us to Gusto for payroll. We signed up for it
and just ran our first payroll. It was very intuitive and we look
forward to it reducing some of our administrative time. ”
27 | Confidential – Do Not Distribute
Gusto Helpful Resources
Resources
● https://www.aplos.com/partners/gusto or https://go.gusto.com/aplos to sign up
● 3 months free!
● 6-minute Gusto Demo on YouTube.
● List of all payroll features.
● Reviews of Gusto.
● Overview of the onboarding process.
POC
● Onboarding Team: success@gusto.com
● Gusto Support: support@gusto.com
● Phone: (877) 590-4354
Q&A

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How To Make Payroll Simple in 2018 with Gusto Payroll

  • 1. January 2018 Gusto & Aplos Simplifying Payroll, HR, and Benefits for Nonprofits
  • 2. Sam Haber Accountant, Payroll Expert Meet the Presenter
  • 3. 3 | Confidential – Do Not Distribute Agenda ● Company Vision ● Product Overview ● Demo ● Why Gusto? ● Onboarding Process ● Fit with NonProfits/Churches ● Gusto/Aplos Integration ● Discussion/Q&A
  • 5. Why does Gusto exist? To solve a problem
  • 6. 6 | Confidential – Do Not Distribute People are not ID numbers. Businesses are not simply transactions and output. They’re a group of people. Problems that inspire/motivate us 1 2 ⇒ Community (real relationships) ⇒ Peace of Mind Tremendous amount of unnecessary pain and manual process in how a business builds their team today.
  • 7. 7 | Confidential – Do Not Distribute 5.7M Businesses and Nonprofits in the US require payroll ~33% fined every year for incorrectly doing payroll taxes ~40% of businesses do payroll manually (ex. founder’s mom) Fragmented: ADP & Paychex ($55B+ valuation) serve ~1.1M Unnecessary payroll pain ⇒ One-third of the US workforce is at companies 1-100 employees in size
  • 8. 8 | Confidential – Do Not Distribute Gusto today ● Gusto = People Platform (HR + Payroll + Benefits) ● Serving over 60,000 businesses and nonprofits ● Processing tens of billions of dollars ● 500+ employees in San Francisco & Denver ● Launched in Dec 2012 ● On a multi-decade mission
  • 10. 10 | Confidential – Do Not Distribute Gusto was created specifically to solve the problems of a modern business and nonprofit. Truly full-service payroll, a simple and easy-to-understand platform for benefits administration and integrated HR. All in one place. By bringing together modern intuitive design, automation, and world-class customer service, we’re looking to make life easier for small businesses and non profits and help them run more smoothly. Gusto HR, Payroll, Benefits Platform
  • 11. 11 | Confidential – Do Not Distribute Easy 9 out of 10 customers say Gusto is easier than other payroll solutions. Fast The average time spent to run payroll with Gusto is 7 minutes! Reliable 4 out of 5 customers report fewer payroll errors after switching to Gusto. A Better Way to Payroll
  • 12. 12 | Confidential – Do Not Distribute Modern HR Employee Self-Onboarding On average, organizations save 2 hours every time they onboard a new employee with Gusto. Lifetime Employee Accounts A polished personal account empowers employees to self-serve and saves administrators critical time. Compliance Checklist 71% of customers feel more confident in their compliance since using Gusto.
  • 13. 13 | Confidential – Do Not Distribute Fully Integrated Benefits Small Organization. Big Time Benefits. Benefits options tailored and priced to fit. Health insurance, 401(k), HSA, FSA, commuter. Better Technology. Better Benefits Experience. Online benefits enrollment, built in benefits education and increased employee access. Automated Compliance. Synced Deductions. Gusto is ACA, ERISA, and HIPAA compliant - and now you are too. Bonus: benefits deductions automatically calculate & sync to payroll.
  • 14. 14 | Confidential – Do Not Distribute Accounting Time Tracking POSExpense Management Banking Partners Seamlessly integrated with tools and services organizations use every day Productivity
  • 15. Affordable & All-in-One $39/Month + $6/Employee No Additional Fees No Contracts
  • 16. Demo
  • 17. 17 | Confidential – Do Not Distribute Plan Selection
  • 18. 18 | Confidential – Do Not Distribute Simple Onboarding (9 step process)
  • 19. 19 | Confidential – Do Not Distribute Church/Non-Profit Payroll Specifics Churches: - Exemptions for pastors/ministers easy to set-up - Support can retroactively update any exemptions - W2 Reporting of housing allowances - At the EOY reach out with any questions or adjustments Non-Profits - 501(c)(3) Exemptions - State specific tax exemptions - Retirement Plans - 403(b) plans
  • 21. 21 | Confidential – Do Not Distribute The Gusto Difference ● Gusto actually makes payroll, benefits, and HR easier for nonprofits and small businesses. NPS of 70+; unprecedented in the payroll/HR space. We obsess about NPS. ● We give stellar support & expert advice when customers need it. With a focus on small organizations, Gusto considers service an extension of our product. Our support team is top-rated and available via chat, email or phone. ● Gusto is a solution that scales with organization. We’re in all 50 states and we offer three plans to meet the growing complexity of an organization- full service payroll, HR for growing teams, and benefits. ● We help organizations create a great place to work. Gusto personalizes & polishes your employee experience while improving your community.
  • 22. 22 | Confidential – Do Not Distribute Gusto customers actually love payroll Twitter Gusto Wall of Love (link)
  • 23. 23 | Confidential – Do Not Distribute How Gusto stacks up with the competition
  • 24. 24 | Confidential – Do Not Distribute Why Go With Gusto? ✔ NPS of 70+ ✔ World class CX ✔ Modern choice for payroll, HR, Benefits ✔ Fastest growing payroll company in US ✔ Connected to software you use everyday ✘ Does not have full payroll built ✘ Lingering reputational issues with lawsuits, state compliance fines ✘ Massive leadership and employee turnover ✘ Customer focus not well-aligned with Xero ✘ Not a tech company ✘ Poor UX ✘ Unresponsive customer support ✘ Bad payroll NPS ✘ Slow moving ✔ Massive volume ✔ Brand recognition ✘ Not a tech company ✘ Poor UX ✘ Unresponsive customer support ✘ Bad payroll NPS ✘ Slow moving ✘ Not integrated w/ Xero ✔ Massive volume ✔ Brand recognition
  • 26. 26 | Confidential – Do Not Distribute Mutual Client Feedback :) “Aplos referred us to Gusto for payroll. We signed up for it and just ran our first payroll. It was very intuitive and we look forward to it reducing some of our administrative time. ”
  • 27. 27 | Confidential – Do Not Distribute Gusto Helpful Resources Resources ● https://www.aplos.com/partners/gusto or https://go.gusto.com/aplos to sign up ● 3 months free! ● 6-minute Gusto Demo on YouTube. ● List of all payroll features. ● Reviews of Gusto. ● Overview of the onboarding process. POC ● Onboarding Team: success@gusto.com ● Gusto Support: support@gusto.com ● Phone: (877) 590-4354
  • 28. Q&A