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.
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.
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.