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.

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!