Case Study: Harshman Phillips & Company achieves a unified global team and streamlined project & client management with Accelo

How a CPA Firm Drove Forward with Automation

HPC (formerly Harshman Phillips & Company) is a small CPA and financial-advising firm with offices in San Francisco and Atlanta serving clients worldwide. After 20 years using desktop tools, email and spreadsheets and a clunky Office Tools Professional system, the firm struggled to track client communications, manage distributed projects, streamline recurring contracts, and integrate with cloud accounting and collaboration apps.

HPC implemented Accelo to unify their global team, integrate with Xero, Google Apps and Calendars, and provide CRM, project tracking and a retainer module for recurring contracts. The move delivered real-time reporting, automated notifications, easier collaboration and invoicing, and improved client communication, operations and project visibility—helping the firm streamline workflows, hold staff accountable and scale more effectively.

Harshman Phillips & Company

Bruce A. Phillips

Managing Member