For a detailed outline of what to expect meeting your Onboarding Accountant for the first time, please visit this article. For set up instructions prior to your onboarding call, please watch the following videos.

Introduction:

Setting up Gusto for Payroll

If you signed up for Collective prior to mid January 2023, you will not see this on your dashboard which means you will have our classic Gusto experience.

If you have regarding how your salary is determined, please watch this video

Please read this article for how to set up your Gusto with the previous method.

Filling out your Reimbursements Module

This does not need to be completed prior to your Training Call, but can save time if you are able to watch beforehand.

The Onboarding team is looking forward to meeting with you! If you get stuck, please message us using the message center in the Dashboard to schedule 15 min with your onboarding accountant to help you through it :)

Disclaimer: The information contained in this document is provided for informational purposes only and should not be construed as financial or tax advice. It is not intended to be a substitute for obtaining accounting or other financial advice from an appropriate financial adviser or for the purpose of avoiding U.S. Federal, state or local tax payments and penalties.