How Friedman+Huey transformed their high net worth offering with bill pay

November 20, 2020

Bob Jacobson, partner at Friedman & Huey Associates LLP, a boutique certified public accounting firm serving high-net-worth clients across the nation, shares why the firm chose to work with and why offering bill payment services is the “superglue” for companies that want to serve as a virtual multi-family office for high-net-worth clients. As Jacobson explains, using as the engine to handle his firm’s bill-paying activities is a winning formula.

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