CAS Resource Library
Bill.com 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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Getting Started with CAS
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Read More5 Guiding Principles to create a roadmap for your advisory practice
A roadmap for building a successful client accounting practice.
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Read MoreHow to get Started with Client Accounting Services
Read more on how to create new revenue streams and increase client
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5:58Watch VideoHow Technology Helped Create an Effective CAS Practice for Eide Bailly
Interview with Jenn Huotari of Eide Bailly
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Read More3 Key Components of your CAS strategy
CPA.com outlines how to achieve successful CAS strategy with the right business model, talent, and supporting technology.
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Read MoreNavigating the 3 Phases of Building a CAS practice
A guide to navigating the three phases of adding Client Advisory Services in your firm. Created by CPA.com and Bill.com.
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1:36:01Watch VideoOptimize your CAS Strategy: Business Model and Technology
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Automating AP: The Perfect Gateway to CAS
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Read MoreHow One Advisory Client Tested Paper Checks Again...and Came back to Bill.com
Read on to see how Bill.com helps Bookkeeper360 pass on business advice for their clients.
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3:42Watch VideoBringing efficiency and control to the highest touchpoint with clients
How does Bill.com fit into a CAS strategy? Find out in this Interview with Jenni Huotari of Eide Bailly.
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Read ArticleHow Accounting Firm High Rock Uses Bill.com to Help Build Client Accounting Services
High Rock Accounting explains how Bill.com provides the ideal starting point for client accounting services (CAS). Bill.com delivers improved account management and workflow automation with its...
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Read MoreHow do clients benefit from CAS? We asked, they answered.
How do your clients view outsourced accounting and what are they most looking for from you?
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Read MoreWhy Bill.com is a requirement for AP clients for MBS Accountancy
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Read MoreHow using Bill.com helped build a more efficient CAS practice
Learn why AP is a critical component of your CAS strategy.
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CAS Strategies
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Read MoreKey Questions to Identify a good CAS client prospect
Share this tip sheet with the tax professionals in your firm.
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Read MoreHow a paperless practice has built a firm's foundation of success.
Read to see how Redmond Accounting is able to save time and money for its clients by implementing Bill.com to provide all of its clients with paperless workflows and secure e-payments.
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Read MoreUncovering advisory clients through your tax professionals
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Read MoreBoosting Firm Profits and how Bill.com helps
Read more to see how four leading firms were able to successfully capture ROI and grow revenue.
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Read ArticleMarketing your CAS Practice
Marketing for client accounting services requires in-depth expertise in understanding clients, their businesses and cash flows, and guiding accordingly. It’s a year-round service and positions...
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