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Professional service clients are usually the first to partner with an accountant. Continue the trend by nurturing these businesses with best-in-class technologies and strategic processes. Join Blake Oliver, Co-founder of Cloudsourced Accounting, as he discusses best practices for serving professional services firms, such as legal practices. As a Xero Partner, Blake will cover why and how his firm uses Xero, plus best-in-class apps that enhance his reach into this vertical.
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Value of adopting a client vertical
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Professional services as a vertical
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5 challenges of serving ecommerce clients
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Best-in-class solutions
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Client & firm impact of verticalization
Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.
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