Adding Accountant to Gusto

Adding Accountant to Gusto

Purpose

The purpose of this WIKI is to provide step by step instructions on adding an accountant to your GUSTO account.

How Does it Work?

The primary admin on the account is the only person who can add, remove, or edit the permissions of the other admins. In order to add Salt & Main as the accountant on your Gusto account, follow these steps:

  1. Sign into Gusto as the Primary administrator.
  2. Head to the Settings section.
  3. Click the Permissions tab.
  4. Click Add or edit admins in the “Gusto Admins” card.
  5. Click Add new admin.
  6. Select the following options on the next screen:
    1. Set our employment status as not an employee
    2. Select Accountant from the drop down menu under “Who are they?”
    3. Select the best option under the “What will they help you with?”
    4. Enter the First and Last name of your account manager
    5. Enter our email of cameron.edwards@eh-solve.com
    6. Select Full Access under “Which roles will the admin need…?”
  7. Click Add Admin at the bottom.

And that’s it! We will receive an email to finish setting things up on our end.

TESTIMONIALS

What Our Clients Say

  • Very professional & knowledgeable group to work with. Will strongly recommend to anyone. ⭐️⭐️⭐️⭐️⭐️

    Nicole V.

  • From the first conversation with Cameron, I knew I had found my CPA! I’d prayed to be connected with someone who was not only knowledgeable, but personable and professional and I have got my prayer answered. I look forward to continuing to do business with you, Toby and the rest of your team! Thank you! ⭐️⭐️⭐️⭐️⭐️

    Edna K.

  • I found EH Solutions through Dave Ramsey. From my initial consultation with Cameron, then working with Eric on the return and then finalizing our return with Toby, the entire team was thorough, professional, listened to our needs and questions, had checks and balances in place and was an overall smooth experience. I recommended them to my family and they had the same experience. Highly recommend EH Solutions with confidence, ⭐️⭐️⭐️⭐️⭐️

    Heylin C. F.

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    Stacy N.

  • Got our money’s worth and then some!! The whole process was super easy, and the whole team was always available to answer our questions. Wish we had discover them years ago!!! ⭐️⭐️⭐️⭐️⭐️

    Gisel E.

  • This company made it super easy for me to get my return, educated me on the tax laws, and ensured my books were showing the correct 'story'. They helped with my W9s. Will definitely be using them again. ⭐️⭐️⭐️⭐️⭐️

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  • Great experience from beginning consult to filing taxes. Efficient and prompt process. ⭐️⭐️⭐️⭐️⭐️

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  • E-H has made our bookkeeping, accounting, and tax processing extremely easy. Communication is great amongst the team, and the online platform they use for customers is very easy to use. I definitely recommend them! ⭐️⭐️⭐️⭐️⭐️

    Dash Talents, LLC

  • I look forward to the future interacting with EH-Solutions. I know my QB needs some attention. This latest tax interaction with EH-Solutions, help me realize I have the right team to help me out. The tax season went well. ⭐️⭐️⭐️⭐️⭐️

    Nathan B.

  • I can ask questions at any time and the team is very responsive. The only team I trust in this process as they are efficient and transparent so I can trust that things are done right. ⭐️⭐️⭐️⭐️⭐️

    Alana

  • EH Solutions is the best Accounting firm on the east coast! ⭐️⭐️⭐️⭐️⭐️

    Miguel L.