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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    Advertising Templates

    These Ad templates were designed with best practices in mind, with various sizes and copy lines for you to choose. Just download, pick, ...
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    Landing Page Template

    Download this landing page template to help you attract and convert your target audience. Work with your web team to add this page to yo...
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    How to Access the Accountant Resource Center - Firm Marketers

    Console Administrators can add staff from your firm's marketing team as a Team Member to the Console. (Team members can only see the tr...
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    Social Media Best Practices for Accountants

    Everything you need to know about using social media to promote your practice. Social Media. You’re no doubt familiar with it on a person...
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