Highlights of my conversation with Blake Oliver

• One of the first US based bookkeeping firms and cloud integrators to be listed on Xero site
• Acquisition of Cloudsourced Accounting by Harshman Phillips & Company and in turn offering the whole package: bookkeeping, cloud integration, tax compliance and virtual CFO services
• An add-on needs to solve a pain point to justify he friction of setting up another application.
• What do clients want from their CPA’s

Mentions

• Cloudsourced Accounting = http://cloudsourcedaccounting.com/
• Harshman Phillips & Company = http://hpccpa.com/
• Abacus = https://www.abacus.com/
• Expensify - https://www.expensify.com/
• Bill = https://www.bill.com/
• Vend = http://www.vendhq.com/
• Square = https://squareup.com/

Heather Smith

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