Marketing Tools & Advice

Marketing Toolkit

    Videos: Marketing Tips & Tricks from Jane Willis, VP Marketing, Accountant Channel, at Bill.com

    Jane Willis, VP Marketing, Accountant Channel, shares her guidance on how to best market your firm. Learn what actions to take before yo...
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    Learn from the Experts: Five Key Principles of Successful Accounting Firm Marketing

    5 Key Principles of Successful Accounting Firm Marketing The key issues facing firm leaders have remained somewhat constant over the year...
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    Marketing: A How to Guide for Small Firms

    The marketing plan for small firms is a step by step deck about how you can market Bill.com to new and existing clients. You can learn ...
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    Marketing: A How to Guide for Large Firms

    The marketing plan for large firms shows how Bill.com can be incorporated into your existing marketing mix. Many firms have marketing an...
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    Email Templates & Tips and Tricks to Up Your Email Game

    Here are three sample emails that can be sent to existing clients and prospects. (Feel free to edit and revise as you see fit for your fi...
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    All You Need to Know About Blogging

    Company blogs are a great way to share content to your client base. Below are three blog posts that you can use to show how bill pay can ...
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Additional Marketing Tools

    Bill.com Screenshots

    Looking for screenshots of Bill.com for your marketing and sales materials? Look no further! See below for five different shots that you...
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    Bill.com Logo Guidelines

    General Bill.com logo display policies When you display a Bill.com logo on your website, we request that you link the image to the URL we...
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    Essential Advice for Expanding Your Client Base

    Chances are, you started your own firm so that you could run your own business on your own terms – not so you could spend your time searc...
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    Your Next Bill.com Clients Are Your Tax Clients

    Tax season offers the perfect opportunity to talk to tax clients about their needs and proactively suggest additional valuable services, ...
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    Marketing Frequently Asked Questions

    What is inside the Marketing Toolkit? You will find the following inside the marketing toolkit: Marketing Plans for both large and smal ...
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