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

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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bruce A. Phillips, CPA

Aprio Cloud
Managing Director and Partner
[email protected]
(888) 554-6648

Apriocloud

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
[email protected]
(877) 279-2629

Veem primary logo notag hex 270px

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 notag hex 270px
Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.