Resources for Accounting Firms
This page is full of resources specifically for members of the BILL Accountant Partner Program, presented in partnership with CPA.com. Below you will find resources on how BILL's products can be beneficial for not only your clients but your company as well.
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Adopting a Proactive Approach to Client Expenses
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7 strategies for AP document management
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5 benefits of accounting automation for firms
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How to help your clients stop outlandish expenses
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How to accelerate the month-end close process
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Tips for identifying and preventing vendor fraud
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How firms can build their team for max growth
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The difference between a credit card and charge card
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The Definitive Guide to Spend Management CAS
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7 stories of successful spend management automation
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How to Price AP, AR, Spend, and Expense Management Services
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Why Spend Management is More Than T&E
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AP Payment Methods - Best Practices Guide
In this guide, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.
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Creating Stickiness with High Net Worth Clients
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BILL Spend & Expense Client Application Checklist
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Email Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
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Tips and Tricks to Sell BILL
Learn how to identify prospects and how to best position Bill.com.
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5 Things to Include in Your Client's Expense Policy
One area where you can advise your clients is in the creation of an expense policy for their business.
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Your Next BILL Clients are your Tax Clients
A how-to guide for offering bill pay services to your tax clients, further increasing your value as an adviser.
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[SECTION] What is Spend Management?
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Meet BILL Spend & Expense
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How to refer clients to BILL Spend & Expense: a step-by-step guide
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How Tax Season Creates New Opportunities for CAS
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After-the-Fact Expense Management vs. Proactive Spend Management
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5 Key Elements of Effective Spend Management
Take a look at the five key benefits of automating spend management with BILL Spend & Expense
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[SECTION] Guides/How To
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AP Approval Workflows - Best Practices Guide
In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes.
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How to Monetize Spend Management
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