Congrats to Julie Smith to get awarded with 1st Position for Innovative Practitioner by CPA.com.
AWARD By CPA.com:
Congrats Julie Smith for getting awarded with 1st Position for Innovative Practitioner by CPA.com. Julie Smith is the driving force behind Harper & Co.'s efficiency, technology, and revenue growth.
In 2017, the firm chose to reevaluate their client relationships and shift away from transactional compliance work and toward consulting services. Julie combined the new style of working with new technology, expanding their tech stack to include powerful practise management, document management, and research tools.
When the pandemic struck, the 12-person firm was able to complete all of its regular tax work of 1100 returns as well as an additional 72 PPP loan engagements without skipping a beat. Since 2017, the firm's growth has tripled without hiring new employees.
Julie now assists their clients on a higher level and travels throughout the country to engage with other companies to assist them in transitioning from transactional compliance work to proactive advising services.
About JULIE SMITH:
Julie is the practice manager of Harper & Company CPAs Plus in Powell, Ohio. Julie helps individuals get out of their own way. Accountants have been operating their firms in the same way for decades, despite the fact that client demands have changed.
Julie offers over 13 years of leadership expertise to the practise, as well as a strategic approach to management. Her passion is empowering others to become their best professional selves. Her superpower is teaching individuals how to get out of their own way so they can effectively implement change, create great cultures, and advance their enterprises. Julie talks nationally and likes motivating people in the profession to take action, change, and grow. She has special experience in the business of public accounting.
Julie is aware of how tough it is to drive an organisation ahead and implement change. She has worked with hundreds of firms and business owners to create replicable processes and cultures that attract the talent they need.
About HARPER & CO:
Harper & Co. gives its clients the tools they need to enjoy their entrepreneurial journey. Their ‘Secret sauce' is a group of dedicated individuals committed to assisting them in growing and achieving financial independence.
Entrepreneurs and business owners require and deserve more from their CPA firm than tax returns and financial statements. They want consultants who can assist them in a proactive manner. They also want a partner that can go beyond the financial aspects of their organisation and give strategic operational guidance to help them go forward and flourish.
HARPER COMPANY CPAS & ENTIGRITY PARTNERSHIP:
What drew them to Entigrity was the idea that the staff was remote rather than simply considering them offshore. They did their due diligence and appreciate the work that the offshore team does for them. There are 2 offshore team members of who work for them
The following factors aided their offshoring:
- Integration and management of onshore and offshore teams at the same level.
- Empowering leaders and managers with the right team.
- Investment in onboarding and training.
From a back office aspect, offshore teams can handle anything that an onshore team can handle.
Why is Entigrity best offshore staffing partner for your firm? Simply because you can hire someone for $10/hour or save a lot of money on overhead, recruitment, and so on... right? "No"
- We only work with accounting firms and have a thorough understanding of their requirements.
- Our track record of working with over 600 CPA firms.
- Our specialised training and hiring environment helps us to find the best talent for our clients. We have over 1000 hours of unique content ranging from intermediate to advanced technical and non-technical topics, as well as learning and development programmes.
Entigrity™ is a trusted offshore staffing partner to over 600+ accountants, CPAs, and tax firms across the US and Canada. Our flexible and transparent hiring model gives helps firms of all sizes to hire staff for accounting, bookkeeping, tax preparation, or any other task for 75% less cost. As a firm 'run by accountants, for the accountants', Entigrity captures the hiring needs of accounting firms most precisely, providing staff that works directly under your control and management, still, you are left with least to worry about compliance, payroll taxes, overheads or any other benefits.