Case Study: Lance CPA Group grows advisory revenue 1,600% and streamlines payroll with Gusto

Gusto Provides New Revenue Stream through Advisory Service Offerings for Lance CPA Group

Lance CPA Group, a Chicago-based accounting firm serving 180+ clients with 20+ employees, wanted to offer People Advisory services but wasn’t sure how to structure or price them and needed a modern payroll and benefits solution to replace time-consuming legacy processes.

Using Gusto’s payroll and benefits platform plus its People Advisory Certification and Accelerator, Lance streamlined client onboarding, made benefits enrollment simple, and got a clear roadmap to staff, price, and sell advisory packages—creating a new recurring revenue stream that increased monthly advisory revenue by 1,600% while improving client satisfaction.

Lance CPA Group

Joshua Lance

Founder