Attracting and Retaining Clients Starts with Tech Expertise
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
Firms should consider the skillsets of their existing employees when deciding which tools to implement and develop thorough change management plans centered around their employees and their clients.
Businesses are looking to AI and automation to help them increase efficiency and empower them to redeploy staff to more strategic tasks that can foster innovation and growth.
The new offerings, BILL Insights and BILL Cash Flow Forecasting, are integrated into the BILL Financial Operations Platform, which already provides category-leading accounts payable, accounts receivable, and spend and expense solutions.
The latest capabilities, complete with a budgets interface redesign, include additional ways to customize spend target limits, consolidate controls to manage spend easier, and group budgets to streamline management of multiple budgets.
Bill Holdings, the parent company of Bill, a cloud-based invoicing and payments system, is negotiating a reported $1.95 billion deal to acquire Melio Payments.
Developing external KPIs allows you to showcase the valuable contributions your firm brings to the table through advisory services.
The Innovation Awards are presented to honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow and efficiencies, increased accessibility, enhanced collaboration, greater accuracy, or other means.