Bruce Phillips, CPA   

Managing Director & Partner, Outsourcing | Cloud Accounting Pioneer | Technology Innovator



Who I work with

I lead a passionate and growing team of virtual cloud accounting, tax, technology payroll and HR professionals. Together we provide cloud-based financial solutions to entrepreneurs, family offices and small to mid-sized high-growth businesses mainly in eCommerce, SaaS, Fintech and Healthcare IT. I also advise global companies expanding to the US. Business owners and C-level executives appreciate my COO and CFO experience with technology startups and rely on me as a trusted advisor.

My specialty

I advise clients on moving their accounting & back office functions to the cloud, automating processes to save time & money. Giving clients timely, accurate & meaningful financial and operational data for use in making better business decisions. All designed to help Global Entrepreneurs live the life they dream about! My Mission!


Some unique things about me

I founded one of the original cloud accounting firms which is now Aprio Outsourcing. We were the first Xero Platinum partner in the US.

We were also some of the first Accounting Channel Partners for many of the specialty ad-on software companies such as Expensify, Bill.com and Gusto. Been doing this since about 2010.

I am a graduate of The College of William and Mary where I earned my degree in Accounting. I am originally from Providence, Rhode Island.

When I am not at work

I am a wine enthusiast and remain an active and competitive tennis player. More recently, I sold everything I owned, purchased a boat, moved to Florida, and work and live on it. The ability to work virtually, which I created, has enabled me to pursue my passion for travel and live our Mission.

Tennis ball on the line with net in background in indoor tennis court

People say I am

Innovative, resourceful and focused on the success of my people and our clients. Some have called me the “Grandfather of Cloud Accounting”. And I like that.


Innovative, resourceful and focused