If you've ever told that favorite client, "Sure, I'll handle your AP and AR, just for you," you just might be doing some accidental accounting. This guide helps you discover why this is ultimately a problem and more importantly, how technology like Bill.com can help prevent it.
No one expects disruption in their market, but when it happens, it can be hard for companies—even savvy technology companies—to understand what is happening and catch up with the trends.
While there are certain regulatory issues that financial advisors must consider, offering bill pay services to clients is not prohibited; it is a business decision.
Why Wealth Advisors and Family Office Firms Need to MakeThat Digital BusinessTransformation Now
Strengthen Client Loyalty in Times of Change: Why You Should Offer Bill Pay for Your High Net-Worth Clients
Pay your clients’ bills quickly and efficiently, with less manual effort and lower risk, on a platform designed with privacy and security in mind.
Implementing a bill pay offering is easier in the digital era where there are efficient and effective bill pay platforms available to advisors.
To help you better understand the Millennial market, Kevin Au offers 6 sound tips for attracting the next-generation of clients and why it’s important to get in front of them now.
Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how Bill.com helped cut 70% of time in a critical process, while simultaneously adding more value.
Download this CAS email template to share with your clients. We share about how outsourcing accounting tasks can help business owners make better decisions and create opportunities for increased ROI.
