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Meet HPC
Managing your accounting can be ugly, but it doesn’t have to be. In fact, it can be beautiful! As an online CPA firm that's been in business for over 23 years, we offer the best of both worlds: Experienced accountants and tax professionals who embrace technology to provide our clients with the solutions they need to grow and prosper.
Our Ceo

BAP

Bruce Phillips

Founder / CEO

Bruce Phillips is a seasoned CPA and a passionate advocate for cloud technology. Having served 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 key beta tester for several cloud technologies and was profiled as early as 2010 by several key players in the industry. More recently he has been featured by Xero, Expensify and Gusto, all of whom he has close relationships with.

Prior to co-founding his accounting firm, HPC (formerly Harshman, Phillips & Company), Bruce spent seven years at Ernst & Young, including two years as Audit Manager. As he helped clients navigate the challenging tax and compliance environments in each role, he gained invaluable insight into best (and not-so-best) practices for conducting business and the myriad of ways technology can enhance business efficiency.

“I really enjoy learning about the latest technologies and how I can use them to better my clients, as well as my own firm,” says Bruce. Not only were his clients and HPC reaping the benefits of his love of cloud technology, but so were his peers. “More and more colleagues were coming to me and asking for advice on how to change over to cloud-based services or help their clients make the switch. Since I always advocate to do what you love, it was a no-brainer to embrace this new endeavor and help others learn to take advantage of the available technology.”

Bruce is a graduate of The College of William and Mary where he earned his degree in Accounting. Originally from Providence, Rhode Island, he now calls Atlanta, Georgia home. When he's not assisting clients with their cloud technology needs or providing accounting advice, Bruce is a wine enthusiast, an active tennis player and a passionate traveler.

team on pinterest

Where We Work

OUR TEAM

Directors
Stacey Carvalho

Stacey Carvalho

Director of Administration & Support

Stacey is an accomplished professional and a jack of all trades. She is involved in a wide variety of projects and knows how to handle it all with a significant amount of composure. She provides support to the entire team and our clients, communicating well with all levels. She works on numerous special projects, ensuring the client’s expectations, deadlines and customer service goals were being met. With her background in sales promotion and graphic design, she can also flex her creative muscles. When she is not following her Boston sports teams or shoveling snow, she is getting back home to her roots in Hawaii.

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Kim Crouch

Director of Advisory Services

Kim has over 20 years experience in finance and accounting, from big city investment banking to small town public accounting, and has owned and operated several small businesses. She works to create value for clients by using technology to employ the simplest solutions available that provide effective results. Kim is passionate about empowering small business owners to leverage their time. She has a solid understanding of the whole financial picture, including accounting, tax, cash flow, and capital structure. When Kim isn’t working, she enjoys running, tennis, and oil painting, going to the beach with her family, and watching her husband surf, her son play soccer, and her daughter show her horse.

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Nam Do

Director of GSMB and VCFO

Nam helps our international clients start their businesses in the US. She also serves as our GAAP, VCFO, special projects, and financial reporting expert. She has an extensive knowledge of U.S. GAAP, SEC regulations and reporting requirements. Nam was given the Gold Medal for achieving the highest score on the CPA exam in the state of Oklahoma Window IV 2009 and selected as one of 2011 Trailblazers Award recipients from the Oklahoma Society of CPAs. She was also selected as one of 30 Under 30 Next Gen award recipients in 2013 by Ion Magazine in Oklahoma. In her free time, she loves spending time with her family, staying active, eating food from different cultures, and traveling.

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Jennifer Huang

Jennifer Huang

Director of Client VCFO Services

As our clients' businesses grow, eventually they need more than just support or bookkeeping. They need someone to help them understand the numbers and answer critical questions to help them manage and grow their business. Jen is our Virtual CFO extraordinaire and provides a higher level of advice and support to our clients in this phase. With a pedigree background and resume, we were lucky to grab her from her previous CFO position with a Venture Capital firm in Silicon Valley. From cash flow reporting and projections, to quarterly client meetings, budgets and more, Jen is a trusted advisor. Her experience and knowledge is highly valued by our clients.

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Laura Ring

Laura Ring

Director of Tax Services

As our head of tax, Laura oversees tax planning and compliance for our clients as they start up and grow their businesses. Before focusing her skills on tax, Laura was co-founder of a start-up and worked at an early stage venture firm. Both of these experiences, along with her other roles guiding and supporting emerging companies, allows her to think about tax from a real world perspective for both the companies and their owners. When Laura isn’t sharing her passion for tax with our clients, she loves to travel and spend time with family and friends.

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Implementation
Ann Dykes

Ann Dykes

Implementation & Project Support

Ann is our implementation superstar and manages client conversions to Xero including onboarding all new clients to the firm. From a thorough assessment of each client’s procedures and requirements, to workflow design, to Xero add-on integrations, to implementation and training. This savvy Xero expert has it covered. Ann ensures that our clients convert to Xero with ease, have a smooth transition, and supports them 100% through the change. Each client ends up with a Xero account tailored and personalized to their needs and a more efficient workflow.

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TJ Massingill

TJ Massingill

Implementation Project Manager

T.J. comes to us with plenty of experience in accounting and corporate finance, but his real passion is helping small businesses grow. He believes the blending of cloud technology and solid accounting processes gives small business owners and entrepreneurs a competitive advantage in their market. As a tech-savvy accountant and member of our implementation team, T.J. leverages and optimizes Xero to craft custom solutions for our clients. When T.J. is not developing solutions, he loves spending time with his family and enjoys all things outdoors including running, mountain biking and snowboarding.

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Alison Medhurst

Business Development 

Alison identifies new business opportunities and builds professional relationships with HPC’s partners and clientele. In addition, she works closely with the Implementation & Client Success team to seamlessly onboard our clients and assist with the marketing for HPC. Alison is a graduate from the University of Hawaii with a Bachelor’s degree in Business Administration with a concentration in Finance. She is an extremely self-motivated individual with years of private accounting experience as well as extensive experience in finance and marketing. When Alison isn't studying for the CPA exam, various professional certifications, or foreign languages, she can be found hiking, doing yoga, or traveling the world with her husband and Corgi.

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Kristi Morrow

Kristi Morrow

Implementation Project Manager

Kristi has over 15 years of bookkeeping and accounting experience. She began her career at a recruiting firm managing payroll for a staff of over 400. Kristi enjoys detective novels and television shows and often feels the world of accounting can be compared to a good detective novel: researching historical data, seeking out tools that promote efficient work flow design, sharing these best practices with the client, and then closing the case by providing a practical and an easy-to-use cloud based solution. In her spare time, Kristi spends time with her husband and two children, gardening and reading, and traveling to visit extended family.

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Client Services
Stephanie Boyd

Stephanie Boyd

Outsourced Controller

Stephanie brings a wealth of experience and a long history with HPC to the team.  She is our go to person when clients need on-site or more detailed assistance. Her attention to detail and thoroughness is second to none. Stephanie primarily serves several long standing family enterprises and original clients of HPC and takes care of them from soup to nuts. She also manages the majority of the legacy HPC non-Xero clients of the firm.

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Erin Bruce

Erin Bruce

Accounting Associate

Erin has wanted to be an accountant since the 7th grade. She always loved math and numbers. As an adult, Erin grew to be passionate about helping entrepreneurs and small businesses with their accounting. She has always enjoyed puzzles, and accounting can sometimes be like a big puzzle. It's important to understand what the pieces are, which piece goes where, and how they all fit together, but in the end there's a beautiful financial picture. She has a BBA in Accounting from Lincoln Memorial University, and in her spare time Erin loves spending time with her family, especially her sweet baby girl!

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Tina Duncan

HR/Payroll/Research

Tina graduated from Indiana University, Kelley School of Business with a Human Resources Degree. She has over 25 years of experience working to find the best HR/Payroll solutions for clients in the manufacturing, healthcare, telecom, financial, CPG and intelligence sectors. She enjoys helping clients with the technical details surrounding the HR and payroll environments. She founded the first gluten-free camp for kids with Celiac in 2011 and continues to build and promote the camp. When she’s not working to find great solutions for her clients, she enjoys spending time with her family and heading to the theater (Broadway/local). A few of her hobbies are photography, animals, and trying out the newest roller coasters and rides at amusement parks with her teenage son.

Michelle Egan

Michelle Egan

Accounting Associate

After a stint in the corporate world, Michelle decided that providing bookkeeping services from a virtual environment was her calling! She enjoys transitioning clients to the cloud with Xero and other add-on technology apps. Michelle loves to help start-up companies grow. She keeps her life in balance practicing hot yoga and walking her two Brittany Spaniel dogs. Her husband is an actuary/analyst, so they enjoy geeking out on numbers together!

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Rachel Fitzpatrick

Senior Accountant

Rachel is a graduate from the University of South Florida where she earned her Bachelor's degree in accounting. She started her career at a well-established CPA firm in her hometown of St. Petersburg, Florida. She developed a thorough understanding of accounting for a variety of industries and has a passion for helping small business grow. In her free time she enjoys traveling, cooking, and getting together with friends.

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Catherine Fogarty

Catherine Fogarty

Accounting Manager

Catherine got her first taste of small business accounting when she was 11 and started working with QuickBooks for her family’s concrete company. Catherine oversees our bookkeeping team, providing support to both the bookkeepers and the clients they serve. Catherine also works closely with our implementation team by maintaining client accounts as they go through the set up process. She also works with the maintenance team to ensure a seamless transition from onboarding to ongoing. In her free time, Catherine often visits her family and friends, stopping at new frisbee golf courses and waterfalls along the way.

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Sharon Garrett

Sharon Garrett

Accounting Associate

All the way from Wanaka New Zealand, Sharon has more Xero experience than most. We were lucky for her to find us when she and her husband moved to the U.S. last year. She was so good, we hired her on the spot during our first Skype call. It was one of the best decisions we ever made! Sharen's organization and communication skills along with her detailed knowledge of how to do everything Xero are invaluable to HPC and our clients.

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Alexandra Hernandez

Alexandra Hernandez

Senior Accountant

Alexandra works with the accounting services team focusing on helping our clients with their accounting and financial reporting. Alex, as we like to call her, is an accountant who loves to embrace technology. Her experience includes a combination of public, service industry, and nonprofit accounting. She holds a Certified Public Accounting license in the states of Florida and Texas. Prior to joining our team, Alex specialized in helping small business owners identify areas of improvement within their business procedures, as well as streamline business activities to improve cash flows. Alex loves traveling, enjoys nature, and her favorite state is Hawaii.

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David Lutz

David Lutz

Accounting Associate

David is a graduate of San Diego State University with a Master’s degree in Accounting and an emphasis in Accounting Information Systems. David was addicted to cloud accounting from day one, as it combines his interest in technology with his daily work. At HPC, David focuses on providing solutions for eCommerce clients and enjoys working with a wide range of companies. In his spare time, he has fun broadcasting live on his internet stream and shares his passion for board games to viewers worldwide.

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Matt Nyman

Matt Nyman

Client Success Manager

Matt is an important part of our sales team, with focus on implementation and workflow needs for our clients. He thoroughly enjoys working hands on with prospects and customers to help them evaluate their workflow and navigate what systems and tools will be the most beneficial given their needs and budget. With years of cloud based accounting experience, Matt has worked with various industries and accounting add-on tools. His experience helps to ensure our customers have a smooth onboarding transition. In his spare time Matt enjoys playing soccer with friends, and trying new frisbee golf courses wherever he travels.

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Cindy Prevatt

Cindy Prevatt

Accounting Associate

Cindy started her career in accounting as an accounts payable clerk. She has continued to learn the full cycle processes of accounting over the last 19 years. Cindy understands the importance of client relationships and building trust between the client and their accounting firm. She is able to gather all of the necessary data and access needed to get our clients onboarded and transitioned seamlessly. She works directly with the implementation team and provides support to the entire HPC staff, as needed. In her free time, Cindy enjoys spending time with her family. She also loves traveling and plans on exploring more as time permits.

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Aaron Tatum

Aaron Tatum

Project Support Specialist

Aaron is a graduate of Georgia State University with a degree in Finance and Japanese. During his time at university Aaron travelled abroad many times and continued to work as a part-time bookkeeper. After learning HPC was going completely cloud based, he had to jump onboard as it fit with his lifestyle. Flexibility while still getting all one’s work done is a match made in heaven. After working at the last physical location of HPC, Aaron moved to California to continue to assist all team members with various projects and softwares.

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Tax services 
Timothy Cofrin

Timothy Cofrin

Tax Specialist

Tim is a recent honors graduate from Southern New Hampshire University with a major in accounting concentrated on federal taxation. With a background in leadership, management, and administration, Tim specializes in client organization around tax matters and helps companies gain and maintain government compliance with business registrations, sales taxes, income and other tax returns, and other miscellaneous documents. He is always willing to lend a hand and is eager to create solutions for our client challenges. When not working, Tim enjoys fishing, hunting, and hiking the woods of New England.

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Daniel Ebsworth

Tax Specialist

Daniel is a graduate from Stevenson University with a Bachelor’s Degree in Accounting. During his time at Stevenson he played soccer, started his graduate degree in forensic studies, and began his career in tax accounting. He truly believes that online accounting is the future and is thrilled to be working with HPC. During his free time, Dan enjoys golfing, playing soccer and spending time with his family.

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Michael Hanley

Senior Tax Accountant

Michael is a CPA with over 15 years of experience working for Big Four Global Accounting Firms in the Silicon Valley.  Michael has worked in various tax groups which prepared expatriate and inpatriate tax returns, corporate tax returns, including partnerships and S-corporations.  Michael has vast experience in industries from large global technology companies to small biotechnology companies, making him a great resource for HPC and our clients.  He also has experience with mergers, acquisitions and international tax issues.  In his spare time, he enjoys traveling and visiting family living overseas. His goal is to see all of the Wonders and Continents of the World. His favorite countries to visit are Jamaica and the UK.