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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The Ultimate AP/AR FAQ for Accounting Firms
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The Ultimate Spend Management FAQ for Accounting Firms
Spend management and expense management are both processes for controlling budgets, allocating resources, and tracking spend across an organization.
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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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7 stories of successful spend management automation
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Uplevel your CAS practice with BILL Insights & Forecasting
Help clients make timely and strategic business decisions based on timely cash flow data—without having to build financial models.
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Adopting a Proactive Approach to Client Expenses
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The Definitive Guide to Spend Management CAS
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One Pager: Bill Pay Participatory Models
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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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The Ultimate BILL Spend & Expense Staff Training Guide
In this guide, we’ll go over the most important topics for you to cover when training your staff on how to use and implement BILL Spend & Expense in your firm's offerings.
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The Best Topics to Cover When Training Your Staff on BILL Spend & Expense
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
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The Benefits of Pairing Your Business Card with Spend Management Software
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
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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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Client Expense Policy Template
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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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