CPA - medium firm
Other
You’ve heard the success stories of firms like yours that went from traditional bookkeeping and accounting services to client advisory services - with increased profits, reduced overhead and more smiles on faces… but HOW did they actually do it? Hear from one of those success stories as Bruce Phillips (Managing Partner of HPC) shares how he did it, and more importantly, how you can too. Bruce discusses some of the product and processes that helped propel his firm to be the top partner for the fastest growing online accounting system in the world, and shows how you can take practical steps in your firm to begin your journey today.
-
Strategies to move to advisory services
-
Processes for success
-
Introduction to Xero online accounting
Bruce Phillips1
Harshman Phillips
Managing Member
bphillips@hpccpa.com
770 815-0300
Bruce is a 25 + year CPA, and Managing Member of HPC. Prior to co-founding HPC, Bruce spent 7 years at Ernst & Young, including 2 years as Audit Manager. Also a former tech start-up CFO and COO , Bruce was an early adopter of cloud technology for accounting and other business systems. A true star in the SaaS industry, Bruce has been a key beta tester for several cloud vendors, and was profiled as early as 2010 by Bill.com and SmartVault.
Ian Vacin
Karbon
Co-Founder and Chief Customer Officer
ian@karbonhq.com
(510) 517-6267
Ian is co-founder and Chief Customer Officer of Karbon. He has almost 20 years experience in the high tech and accounting industry with expertise in the design, development, and marketing of software solutions. Prior to Karbon, Ian was a key leader of Xero in the US (Vice President of Marketing & Product) and spent almost 10 years at Intuit (where he led the QuickBooks ProAdvisor Program and was the Offering Leader of Intuit's Mac Financial Software). He has led marketing, product management, and engineering teams in Fortune 500 companies and early stage startups. Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.