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HPC Blog

June 12, 2014 at 11:11 AM

Getting Started with Xero

Written by
Bruce Phillips
Bruce Phillips |
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Xero, SaaS & Technology, How To, Accounting

blog-xero-imgSo you’re thinking this Xero thing might be a good idea, but you’re not quite sure. Maybe our story can shed some light for you.

We were a traditional CPA firm with a track record of 20 successful years. But all good things must come to an end. Through circumstances out of our control, our firm needed to make a change and pivot… or die. That was our sober reality. We had no choice, but you do.

What we were looking for was the ability to earn recurring revenue and the opportunity to be more hands-on with our clients.

So, I spent a year traveling across the country, meeting and talking with thought leaders in our industry. We explored a multitude of solutions, everything from Quickbooks to Intacct to hosting and software-as-a-service.

I interviewed countless vendors that supported the accounting industry, especially firms that were moving to the Cloud. Then, I picked those solutions that I had considered to be “best of breed” in every category.

I’ll admit: we were early adopters of many of these solutions, so everything wasn’t perfect, but the vendors were eager to work with us and get our feedback.

At the time, we selected a hosted Quickbooks model using Right Networks, supplementing it with Bill.com for bill pay and SmartVault for document management. In hindsight, the system was a bit cumbersome, expensive, and, honestly, I just wasn’t in love with Quickbooks.

That’s when I met Rod Drury, CEO of Xero, at The Sleeter Conference in Las Vegas in 2011. As we spoke, and I listened to him discuss Xero, I realized that this product was going to dramatically change the accounting for small business industry and the way we, accountants, interact with our clients.

It was a HOLY CRAP moment!

That was the point in time that I decided we were going to change the way we did everything at our firm. I was a man on a mission! If you don’t believe me, ask my partners and staff.

I flew back to Atlanta and immediately set up Harshman Phillips on Xero. Within a year, HPC was Xero’s #1 partner in the United States.

And the rest, as they say, is history.

2011 was a turning point in our history, in large part due to Rod Drury and Xero. I decided to follow my instinct and blaze a trail, now it is your turn to join the adventure!

Bruce Phillips

About Bruce Phillips

Bruce Phillips is Founder & CEO of HPC.