How Tax Season Creates New Opportunities for CAS

Tax season puts your accounting firm’s tax professionals face-to-face with their clients. Many of these clients may be strong candidates for outsourced accounting services.

Since your firm’s tax professionals have already established relationships, they’re ideally positioned to discover if BILL AP, AR, or Spend & Expense would benefit their clients. Here’s how they can begin.

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The 2023 WealthStack Study
The 2023 WealthStack Study

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BILL Spend & Expense Client Application Checklist
BILL Spend & Expense Client Application Checklist