In this insider’s guide, four leading firms share insight into how they were able to successfully
capture ROI and grow revenue.

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A roadmap for building a successful client accounting practice.

Read more on how to create new revenue streams and increase client

Interview with Jenn Huotari of Eide Bailly

CPA.com outlines how to achieve successful CAS strategy with the right business model, talent, and supporting technology.

A guide to navigating the three phases of adding Client Advisory Services in your firm. Created by CPA.com and Bill.com.

Read on to see how Bill.com helps Bookkeeper360 pass on business advice for their clients.

How does Bill.com fit into a CAS strategy? Find out in this Interview with Jenni Huotari of Eide Bailly.

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...

How do your clients view outsourced accounting and what are they most looking for from you?

Learn why AP is a critical component of your CAS strategy.

Share this tip sheet with the tax professionals in your firm.

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.

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...

Download this guide from CPA.com, Bill.com, Sage Intacct and the AAM on how to turn marketing into a strategic advantage.