CAS Resource Library
BILL is proud to be a CPA.com preferred partner for bill management. Together, we've crafted a library of resources to help firms grow their client advisory services (CAS).
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[SECTION]Getting Started with CAS
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Setting the Stage for CAS Success
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Mastering Change in Client Advisory Services
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1:06:55
Webinar: The Tech Behind CAS
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5 Guiding Principles to create a roadmap for your advisory practice
A roadmap for building a successful client accounting practice.
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Divvy Guide to CAS
This guide is full of information on how to make spend management part of your client advisory services and tips on how to talk about it with your clients.
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Why Businesses Hire and Fire Accountants
See the top reasons clients leave or stop referring your firm.
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How to get Started with Client Accounting Services
Read more on how to create new revenue streams and increase client
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Making the Business Case for CAS
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[SECTION]CAS Best Practices
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Webinar: The Mistakes Not to Make When Building a CAS Practice
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Phases of CAS: Accelerate into Advisory
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EisnerAmper Describes How BILL Provides Value to Its CAS Clients
John Delalio, Managing Director of the EisnerAmper Cloud Accounting practice, talks about how Bill.com and its ability to handle international payments empower a proactive outsourcing group.
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5:58
How Technology Helped Create an Effective CAS Practice for Eide Bailly
Interview with Jenn Huotari of Eide Bailly
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1:36:01
Optimize your CAS Strategy: Business Model and Technology
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[SECTION]Automating AP: The Perfect Gateway to CAS
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How One Advisory Client Tested Paper Checks Again...and Came back to BILL
Read on to see how Bill.com helps Bookkeeper360 pass on business advice for their clients.
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Why Bill.com is a requirement for AP clients for MBS Accountancy
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How using BILL helped build a more efficient CAS practice
Learn why AP is a critical component of your CAS strategy.
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