Automated excellence:
Creating a profitable, efficient,
and technology-enabled
CAS practice
Approach automation in your practice with these events and resources as a guide
Automation is a cornerstone of a successful CAS practice.
Learn
how this capability increases efficiency and boosts margins for firms.
Ondemand webinar: Automating your CAS firm: An exploration of technology dos and don'ts
Join CAS practitioners and technology experts for a webinar panel discussion on how firms can best use technology to automate and improve their AP and spend & expense processes.
Infographics: The Dos and Don’ts of AP/AR and spend management
Automating processes introduces a level of complexity that must be navigated
in order to realize the benefits. These infographics break down important
dos and don’ts when it comes to automating these processes.
Dos
and Don’ts: AP/AR
Dos and Don’ts: Spend management
Best practices guide: Accounts payable payment methods
This guide delves into optimizing clients' B2B payment methods and processes, enhancing efficiency and fraud protection. It provides a step-by-step strategy to assess and improve payment systems, manage vendor terms, explore options, and integrate scalable solutions into approval workflows.
eBook: 5 steps to spend management advisory
Accounting firms are adopting spend management as a modern CAS solution to streamline expense report management. Our eBook explains how to introduce these services, define roles, set policies, identify ideal clients, and effectively price, package, and market them. Download now for key insights.
BILL Accountant Partner Program
Automate your firm and unlock growth with
the BILL Accountant Partner Program
An integrated suite of products that can transform your client advisory services (CAS) practice
For over a decade, CPA.com and BILL's partnership has been pivotal in evolving CAS practices through leading technology. The BILL Accountant Partner Program and the new integrated financial platform streamline financial operations (AP, AR, spend, and expense management) with unified access and automatic accounting software syncing. Enhanced by Insights and Forecasting tools, it offers firms greater efficiency, control, and insight into clients' finances, facilitating strategic decisions. This solution invites accounting firms to modernize and allocate more time to advisory services.