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“Sage Peachtree & work seamlessly together” Case Study: Harshman Phillips & Company

July 11, 2011

An Atlanta accounting firm has changed its image, from a traditional paper based accounting firm to leveraging cloud based technology, allowing their clients to move to a streamlined 21st century technology based accounting firm, by using for their clients.BrucePhillips

After years of success at Big Four firms, CPAs Bill Harshman and Bruce Phillips launched their own firm, Harshman Phillips & Company, LLC, in 1992, with specialties in, real estate and construction, restaurants, technology, and professional services. Phillips, who had once served as the CFO of a technology company, convinced his partners in 2010 to move clients to the cloud, by offering a full service online accounting solution.

Phillips sought out "best of breed" online accounting platforms at technology conferences, where he met with vendors, including’s  CEO René Lacerte. “When learned that many of our clients use Sage Peachtree, they asked us join their beta program for the accounting package. As part of the beta program we were in constant touch with development and support teams and were excited to provide them with feedback specific to the Sage integration,” Phillips added, “Since we already loved using with our QuickBooks clients. We are very pleased with the outcome of the Peachtree sync that is now available to the general public, the Peachtree and programs really work seamlessly together."

One of Harshman Phillips early client adopters is a local real estate development and management company. "Once we became their outsourced accounting and administrative partner," said Phillips, "we convinced them to close their physical office space and have everyone work remotely. Now we pay all their bills using the They're more efficient and they're saving over $100,000 a year in office and personnel expenses and are an incredibly happy client." We also found that doing year-end audits and tax returns using is super efficient. keeps a complete trail of activities including time stamps and process dates, which allows us to open and close the annual audits in record breaking time – we became Accountant Super Heroes to our clients”.

Phillips himself is a convert. "I manage all the bills for our firm and our clients companies, and I am now paying roughly 50 to 75 bills a month for Harshman Phillips with and it takes me less than 15 minutes. I even paid last month's bills from my iPad while on an airplane, trying from Las Vegas to Atlanta – you really can’t beat that for efficiency" he said. Bill_mobile

Once the firm's tech focus gained momentum, Phillips showed other clients how easy is with a simple demonstration on his laptop or iPad. "We had 23 companies using our new solution within the first five months," he said. “Our initial goal was to have 50 clients using in two years. Now it looks like we’ll hit that goal in roughly 12 months.”

Harshman Phillips is excited to move their clients currently using Sage Peachtree accounting software onto "We have a large number of clients on Peachtree," said Phillips, "and frankly, I think we’re going to have more work than we know what to do with, but that is a wonderful problem to have, especially in this economy."

In the meantime, Phillips is taking their tech-savvy firm national. “Now we can serve clients anywhere since accounting system is in the cloud” he said. "Now that businesses expect to be mobile, we know there are a lot of companies that want to find a way to get rid of sending paper bills around for approvals and easily access their documents and invoices online. At Harshman Phillips, we have mastered the use of cloud based technology and are happy to offer clients a turnkey solution using"

Download the complete case study here

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