Josh Levine, Founder and CEO of Cornerstone Family Office, a privately held, fee-only multifamily office serving a select group of highly successful individuals and families of exceptional wealth, shares insights into how Bill.com was implemented as the first piece of the tech stack puzzle his firm needed.
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Help clients make timely and strategic business decisions based on timely cash flow data—without having to build financial models.
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.
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
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.