JFS Wealth Advisors Adds More Client Value, Creates Efficiency, and Continues Compliance with BILL

Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how BILL helped cut 70% of time in a critical process, while simultaneously adding more value and remaining in compliance with Registered Investment Advisor (RIA) regulations.

Previous Item
EisnerAmper Describes How BILL Provides Value to Its CAS Clients
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 ...

Next Item
How using BILL helped build a more efficient CAS practice
How using BILL helped build a more efficient CAS practice

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