Wealth Management and Millennials

Powered by Bill.com, Tamara Mellon saves time and money with International Payments.

John Delalio, Managing Director of the EisnerAmper Cloud Accounting practice, talks about how Bill.com and its ability to handle international payments empower a proactive outsourcing group.

Bill.com enables sporting equipment company to grow exponentially without adding accounting staff.

Vendor Direct by Bill.com is a virtual card solution that lets you receive payments quickly and securely. It’s fast, secure, and works perfectly with existing card processing workflows.

Making clients aware of bill pay capabilities to address a longstanding pain point can be an important step toward establishing deeper, stronger relationships with them through advisory services.

Done right, managing bill pay for your high-net-worth clients will make them happier and more loyal.

Download now for a more in-depth look at the state of bookkeeping practices in 2021 and why the bookkeeping profession is due for a rebrand. Or, at least, a reimagining.

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.