Spend management opens a variety of exploratory topics with your clients, allowing your firm to build stronger relationships and revenue opportunities.
In this guide, you’ll find four different approaches to spend management discussions. Each approach focuses on a different topic - cash flow, budgeting, efficiency, and security - and includes introductory questions and suggestions on how responses may lead to deeper conversations.
Looking to discuss BILL with new and existing clients? Download this Overview presentation. https://hqbill.box.com/s/ar4p3782h1m5uyqtqzjh5g9gh5zhyj97
What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
After you've identified client potential, it's time to reach out!
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
Writing tips and suggestions to help you create effective email templates.
Get the word out to your clients through a few content areas and tactics you can select from: social media share, blog posts/client newsletter, demo webinars, email templates and how-to-guides
Firms can use this template for clients who have both AP and AR needs.
Download this CAS email template to share with your clients. We share about how outsourcing accounting tasks can help business owners make better decisions and create opportunities for increased ROI.
Firms can leverage this template to share with clients the benefits of using Bill.com's bill pay services.
