accelerate xero

Accelerate your
Practice with Xero

Twelve cities • October - January 2015

Meet Xero
Xero Accelerate

Accelerate Workshop agenda

8 am

Continental breakfast and introductions

Why small businesses leave their accountants

Introduction to building your business plan

10.15 am

Structure and create a client accounting services practice

Product: Select the right platform to deliver your services

People: Identify the right talent

Processes: Engagement, marketing, converting/onboarding clients,
measuring client satisfaction, education.

12.30 pm

Working lunch (provided)

1.15 pm

SWOT analysis

Create your business plan

5 pm

Finish! Mix, mingle and enjoy refreshments with your fellow attendees.

Six hours worth of CPE for attending


Steve Chaney

Owner, Chaney & Associates, Sacramento, California

Steve began his accounting career in 1996 and has experience with public and private clients in the financial, professional services, manufacturing and technology sectors. He also has extensive credentials in both for- and non-profit organizations, and has served as a church treasurer/board member, controller and business administrator.

Steve began Chaney & Associates from scratch in May 2002. Today, Chaney & Associates has grown to become Xero’s first United States Gold and Platinum Partner — not to mention Xero’s 2013 United States Partner of the Year.

Bruce Phillips

CEO, Harshman Phillips & Company

Prior to co-founding his accounting firm, Harshman, Phillips & Company (HPC), 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.

Today Bruce is Xero Platinum Partner and has transformed HPC from a 20-year traditional audit and tax CPA firm into a technology-driven, cloud-based, CPA and advisory practice.

accelerate xero

Steve Chaney, CPA

Owner, Chaney & Associates

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accelerate xero

Bruce Phillips, CPA

CEO, Harshman Phillips & Company

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Accelerate will be returning later in 2015. Check back soon for updates.