This event is part of an ongoing series of LumiQ Live events. LumiQ is an innovative podcast app featuring interesting & relevant conversations with business leaders that count as verifiable CPD for CPAs (www.lumiqCPD.com). Please note; you must have a free trial of the LumiQ app to enter the event and our staff will be checking for it!
** NOTE: Event intended for CPAs and CPA candidates**
Welcome to our latest LumiQ Live event, featuring a fireside chat with Jamie Shulman, Co-Founder & Co-CEO of Toronto’s cloud accounting start-up, Hubdoc. Hubdoc automatically fetches financial data from over 700 services, including utilities, telecom providers, banks and online vendors. That data can then be integrated into accounting services such as Xero.
In our chat you’ll hear about Jamie’s journey from founding Hubdoc in 2011 to being acquired by Xero for $70M USD in 2018. We’ll be getting deep into the acquisition process, why Hubdoc was attractive to Xero, and Jamie’s insights on building a company that is primed to be bought. With the acquisition behind them, we’ll also look towards the future of Hubdoc as part of the Xero family and the state of accounting-tech in Canada.
If you’re interested in accounting tech or entrepreneurship you won’t want to miss this one, so join us at OneEleven for a wonderful evening of networking, food/drinks & learning!
*Snacks and refreshments will be served during networking.
Bonus: Get a verifiable CPD hour!
This event is brought to you in partnership with Xero. Xero is beautiful online accounting software for small businesses and their accountants. With time-saving tools and solutions that put data entry on autopilot, Xero improves efficiencies for everyone. And you can customize your Xero experience with 700+ apps. Xero is more than accounting software; it is a collaborative and supportive community powered by people. Learn why more than 1,818,000 customers worldwide use Xero at xero.com.
Can’t make the event? Make sure to check out LumiQ for a recording of the conversation: www.lumiqCPD.com
About Jamie Shulman
Jamie Shulman is the co-founder and co-CEO of Hubdoc, a cloud accounting application that automates the collection of financial documents. Since its launch in 2014, Hubdoc has helped thousands of accounting and bookkeeping firms save time, scale their practice, and build deeper relationships with the small businesses they serve. Prior to Hubdoc, Jamie was the co-founder of Sparkroom, a marketing analytics and lead generation platform for higher education. Previous to that, he was a practicing attorney at Wilson Sonsini Goodrich & Rosati in Palo Alto and Torys LLP in Toronto. He is a graduate of the JD-MBA program at the University of Toronto and has a degree in International Relations from Brown University.
About Hubdoc
Spend less time chasing financial documents, and more time running your practice. Hubdoc automatically fetches bank statements, bills and receipts from over 700 financial institutions and online vendors; extracts the key data; and publishes accurately coded transactions to your accounting software with source documents attached. With Hubdoc, bookkeeping has never been so easy.
