Bill.com for your practice

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Cathy Iconis, CEO of Iconis Group is a certified Bill.com expert. She has been using Bill.com in her practice for over 3 years. Learn from her about what Bill.com can do to help grow your CPA or …

Cathy Iconis, CEO of Iconis Group is a certified Bill.com expert. She has been using Bill.com in her practice for over 3 years. Learn from her about what Bill.com can do to help grow your CPA or bookkeeping practice.

You'll get a glance at what all the product can do and all the features that make life easier for Accountants.

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  • 1. WHAT IS BILL.COM? And what can it do for my practice?
  • 2. About Go To Webinar
  • 3. About our Speaker Cathy Iconis, CPA CEO + Client Finance Director • Founder of Iconis Group, LLC • Certified QuickBooks ProAdvisor • Certified QuickBooks Online • 2011-2013 Intuit Accountant Council Member • CPA Practice Advisor 40 Under 40 Honoree in 2010, 2011, and 2013 • Social Media Junkie • LinkedIn’s QuickBooks Online User Group founder • Weekly host of QuickBooks Online tweet chat
  • 4. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 5. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 6. What is Bill.com? A cloud based product that automates your payables, receivables, and cash flow. • Accounts Payable • Automate approval process • No more paper • Access anywhere • Accounts Receivable • Automate invoicing and collections • No more paper • Auto reminders to customers • Cash Flow Management (Best when using A/R & A/P) • Forecast cash flow 3 months out • Automates projections • Reveals problems in advance
  • 7. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 8. Businesses Moving to the Cloud The National Small Business Association released the 2013 Small Business Technology Survey with some great statistics! • 84% of small-business owners use a laptop • 74% of small-business owners use a smart phone • 60% of small-business owners allow telecommuting • 43% of small-business owners utilize cloud computing this was just 5% in 2010
  • 9. Why Use Bill.com? • Clients could save 50-75% of the cost and time in paying bills by using Bill.com • It costs an average of $38 to pay a single bill • You can customize the workflow to fit the business’s needs • You get a complete paper trail of the A/P and A/R workflows • Syncs with a lot of accounting systems out there and has reporting tools to help with importing and exporting
  • 10. Customize Workflow: Bill.com User Roles
  • 11. Complete Paper Trail
  • 12. Supported Accounting Systems • QuickBooks • QuickBooks Online • Intacct • NetSuite • Sage Peachtree • Thomson Reuters • Xero • Other systems… http://www.bill.com/product/right-for-me/works-your-accounting-software/
  • 13. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 14. Bill.com Homepage
  • 15. Bill.com Inbox
  • 16. Bill.com Bill Summary
  • 17. Bill.com Pay Bills
  • 18. Bill.com Invoices
  • 19. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 20. Accountant Console
  • 21. Accountant Tools
  • 22. Agenda • What is Bill.com? • The Benefits of Using Bill.com • Bill.com in Action • The Accountant Console • Accounting Program Benefits • Q&A
  • 23. Accountant Program Benefits • Membership is one monthly flat fee - $49/mo • Provide discounts to clients • Free training and certifications • Accountant Directory Listing • Console branding • Free demo accounts • On-boarding training and tools
  • 24. Q&A Email us at info@iconisgroup.com for more information about getting started with Bill.com. We can help you deploy the system in your firm too!