An important aspect of running a CAS practice is making sure that you and your staff are well versed in the latest CAS resources and how to use your firm’s tech stack. Holding regular training sessions with your staff will help them keep their minds sharp and help them effectively use all the resources your firm has at its disposal to provide great experiences for clients. Your training sessions can cover anything from CAS strategies to the latest accounting news to an overview of the tools in your tech stack. These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
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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.
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.
