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Free cpe webinars
2021 Client Advisory (CAS) Trends and Tips


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 20, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Transforming your firm can be a challenge, but as your client’s needs grow, it’s more important than ever.

In this course, Bruce Phillips, managing director and partner at Aprio Cloud discusses how he adapted his firm’s approach to client advisory and elevated the practice to better balance its clients’ needs. Bruce explains how he selected tools and integrations to elevate Aprio to be a global business leader, bridging the gap between legacy tactics and digital-forward strategies.

This session will cover the top eight lessons Bruce has learned and how you can implement them into your practice.

Learning Objectives:

  • Identify how to adapt your firm approach to client advisory

  • Identify how to ensure collaboration with a remote team

  • List tools and integrations for a firm technology stack

  • Recognize reasons that cloud-based accounting is essential for firms

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Bruce A. Phillips, CPA

Aprio Cloud
Managing Director and Partner
(888) 554-6648


Bruce A. Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having run his CPA firm for 25 years and serving as a CFO and COO of tech start-ups, he was an early adopter of cloud technology for accounting and other businesses. A well-known name in the SaaS industry, Bruce has been a critical beta tester for several cloud technologies and was profiled as early as 2010 by several key players. More recently, he has been featured by Xero, Expensify, Gusto, Receipt Bank, and Hubdoc, all of whom he has close relationships with.

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Patrick Cameron

Veem, Inc
Senior Manager of Channel Sales
(877) 279-2629

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Patrick Cameron is the Sr Manager of Channel Sales at Veem, the global payments network built for business. He is passionate about helping accounting and bookkeeping firms optimize their workflow to best support their clients. Patrick’s history as an entrepreneur and experience in the tech sector prepare him for his current role. Patrick was recently recognized as a “Master Connector” from the accounting industry leadership group “Ideation, Think Forward.” Patrick spends his free time testing his latest culinary creations on his unsuspecting partner. Doctors report his partner will make a full recovery.

About Our Sponsor

Veem primary logo
Veem is the global payments network built for business. Trusted by over 225,000 businesses around the world, Veem provides simple, secure, and trackable payments to over 100 countries. Our mission is to help businesses build and strengthen their relationships with suppliers and partners all over the world. Through seamless integrations with popular business applications, Veem provides a truly revolutionary payment experience.

Recognized by leading business and finance influencers, Veem has received awards including the Xero Emerging App Partner of the Year and the Benzinga Fintech Award. Veem was also a finalist in the Intuit Quickbooks App Showdown and has earned mentions in the CNBC UpStart 100 and Forbes Fintech 50.