Laura Blaire, COO, CCO and Managing Partner of JFS Wealth Advisors, explains how BILL helped cut 70% of time in a critical process, while simultaneously adding more value and remaining in compliance with Registered Investment Advisor (RIA) regulations.
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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.