PRESS RELEASE

Baker Tilly Canada Chooses Microsoft and accounting360 to Drive Digital Transformation.

Leading professional accounting firm selects Microsoft Dynamics 365, the Power Platform, and accounting360 as its new cloud-based Practice Management and Relationship Intelligence platform.

Atlanta, GA – January 4, 2021: HSO ProServ today announced that Baker Tilly Canada has selected the Microsoft cloud and accounting360 as the firm’s next-generation practice management platform. Baker Tilly Canada will leverage Microsoft Dynamics 365, the Power Platform, and accounting360 as a key platform for enabling a broad transformation initiative across the firm’s practice management and client engagement strategies.

With member firms in more than 50 locations from coast to coast, the Baker Tilly Canada Cooperative is one of the country’s largest associations of chartered professional accounting firms. The network provides value-added audit, tax and advisory solutions to clients ranging in size from large, publicly traded companies to owner-managed and emerging businesses, with a full complement of professional services across every major industry sector.
“Baker Tilly Canada is committed to being a leader in the digital transformation journey facing the CPA profession,” says Grant Galbraith, chair, Baker Tilly Canada. “Selecting a cloud ERP system that is much more than just a technology upgrade has been a critical milestone for us. We wanted a platform that would deliver business intelligence opportunities for us and our clients.

Microsoft Dynamics 365 and accounting360 will clearly provide that path forward for us and help to execute our data-focused growth strategy, allowing us to develop timely predictive analytics for our network and, more importantly, for our clients.” Microsoft Dynamics 365 is Microsoft’s next-generation cloud business platform, designed to leverage the power of the Microsoft cloud, the Microsoft 365 productivity suite, and Microsoft’s advanced business intelligence tools. The accounting360 industry solution pre-configures and extends Dynamics 365 to meet the unique needs of the accounting industry, which will allow Baker Tilly Canada to accelerate their transformation through a purpose-built cloud solution.

“Baker Tilly Canada is an innovative firm that is on the forefront of leveraging cloud technologies to transform how they do business,” explained Andy Yeomans, Executive Vice President at HSO ProServ. “By selecting Microsoft Dynamics 365 and accounting360, Baker Tilly Canada will gain a key business platform that will help them drive efficiencies and more real-time insights across their firm, ultimately helping them to optimize their client experience and drive growth. Our team is excited to help Baker Tilly Canada execute this important business transformation initiative”.

Baker Tilly Canada will utilize Dynamics 365, the Power Platform, and accounting360 as the firm’s time, billing, accounting, and business intelligence platform, as well as a centralized relationship intelligence solution that will provide a 360-degree view of their shared clients and relationships across participating member firms. The firm will also utilize the Microsoft Azure cloud and Power Apps as the foundation for an integrated document management platform.

About accounting360

A key offering from HSO ProServ, Microsoft’s leading provider of Microsoft’s Dynamics™ 365 solutions and services to professional services firms, accounting360 is a next-generation cloud-based business platform designed to meet the unique needs of accounting firms. accounting360 provides an integrated solution for marketing and business development, practice management, human resource management, and business intelligence, and was built to leverage the best of the Microsoft cloud, helping accounting firms to drive productivity, collaboration, and insights across their organization. For more information, please visit our website at www.hsoproserv.com.

About Baker Tilly Canada

Through its independent member firms, the Baker Tilly Canada Cooperative provides a full complement of financial services across every major industry sector through an established platform, deep local expertise and access to the highest quality resources in the international marketplace. As an independent member of Baker Tilly International, Baker Tilly Canada and its member firms are part of a global network of 122 member firms, with 36,300 people in 146 territories. For more information, please visit www.bakertilly.ca.

In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

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John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

Paramesh Rajan is Director of ERP and HR Products at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.