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.
-
Read MoreAdopting a Proactive Approach to Client Expenses
-
7 strategies for AP document management
Learn More -
5 benefits of accounting automation for firms
Learn More -
How to help your clients stop outlandish expenses
Learn More -
How to accelerate the month-end close process
Learn More -
Tips for identifying and preventing vendor fraud
Learn More -
How firms can build their team for max growth
Learn More -
The difference between a credit card and charge card
Learn More -
Read MoreThe Definitive Guide to Spend Management CAS
-
7 stories of successful spend management automation
Read More -
Read MoreHow to Price AP, AR, Spend, and Expense Management Services
-
Read MoreWhy Spend Management is More Than T&E
-
Read MoreAP 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.
-
Read MoreCreating Stickiness with High Net Worth Clients
-
Read MoreBILL Spend & Expense Client Application Checklist
-
Read MoreEmail Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
-
Read More
Tips and Tricks to Sell BILL
Learn how to identify prospects and how to best position Bill.com.
-
Read More5 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.
-
Read ArticleYour 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.
-
Read Article
[SECTION] What is Spend Management?
-
Read MoreMeet BILL Spend & Expense
-
Read MoreHow to refer clients to BILL Spend & Expense: a step-by-step guide
-
Read MoreHow Tax Season Creates New Opportunities for CAS
-
Read MoreAfter-the-Fact Expense Management vs. Proactive Spend Management
-
Read More
5 Key Elements of Effective Spend Management
Take a look at the five key benefits of automating spend management with BILL Spend & Expense
-
Read Article
[SECTION] Guides/How To
-
Read More
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.
-
Read MoreHow to Monetize Spend Management
-
Loading More...
