As we all know, firm growth is one of the key issues for accounting and bookkeeping firms. But how do you grow your firm while making sure to exceed expectations for current clients?
In this course we will be addressing the opportunity to utilize cloud technology - specifically, through online bill pay with Bill.com. We will show you how to promote this service to your clients and onboard them. This service will enable you to reach new markets, make more money, and build stronger relationships with your clients.
Review the bill pay business opportunity
Learn the benefits of cloud-based bill pay services with Bill.com
Understand how to identify and select target clients
Learn how to effectively sell outsourced bookkeeping and bill pay to clients
Jason founded Thriveal in 2010 as a way to help small CPA firm owners connect. Since that time, Thriveal has helped many small firms grow by providing a community, coaching services, webinars, and live events.
Jason and his partner have been leading their firm, Blumer & Associates, CPAs, for over 17 years. Their firm was one of the first to move from a traditional office to a virtual environment, where they serve various creative service niches. He and his partner focus heavily on business coaching and consulting with firms and agencies while their team meets their clients’ technical and compliance needs.Jason is the co-host of two podcasts, the Thrivecast and The Businessology Show, and speaks and writes frequently for creative agencies. He has been honored as one of the Top 100 Most Influential People in Accounting (Accounting Today).
A dynamic and trusted business partner with over a decade supporting financial software companies and users, Jami Blackburn, Accountant Channel Account Manager at Bill.com, currently helps accounting and bookkeeping firms go paperless by providing bill and cash flow management solutions, software implementation, change management, and product education. Prior to Bill.com, Jami spent eleven years with Intuit in a variety of roles including QuickBooks Payroll Trainer and QuickBooks Payroll Division Project Manager. Jami continues to train thousands of users on financial software.