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 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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Bill.com for your practice

  1. 1. WHAT IS BILL.COM? And what can it do for my practice?
  2. 2. About Go To Webinar
  3. 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. 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. 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. 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. 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. 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. 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. 10. Customize Workflow: Bill.com User Roles
  11. 11. Complete Paper Trail
  12. 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. 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. 14. Bill.com Homepage
  15. 15. Bill.com Inbox
  16. 16. Bill.com Bill Summary
  17. 17. Bill.com Pay Bills
  18. 18. Bill.com Invoices
  19. 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. 20. Accountant Console
  21. 21. Accountant Tools
  22. 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. 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. 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!

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