I had an opportunity this month to present a session, Strategies for Developing a Winning Bookkeeping Engagement, at Accountex 2016. During this presentation, I talked about what I feel is one of the most important aspects of any engagement: courtesy and respect. As professionals, we take this very seriously; our reputation depends on it. Why… Read more »
What I Learned at the Dentist This week I had an appointment for a dental cleaning and checkup. I must admit that sitting in that chair with someone poking in my mouth is not one of my favorite things. Fortunately for me, this recent visit was much shorter than all the previous thanks to the… Read more »
One of the most common comments I hear from new Bill.com subscribers is that they do not like using the clearing accounts that are auto-created by Bill.com. The clearing account process in Bill.com was developed to simplify the account reconciliation process and avoid issues when dealing with voided payments. In addition, it helps users more… Read more »
There is no denying it, with Bill.com paying bills has never been easier. But first, why is setting our vendors up for ePayments so important, besides the fact that it’s the environmentally friendly thing to do? Well, the first reason that comes to mind is the cost savings. At only forty-nine cents each, Bill.com ePayments are a… Read more »
Oftentimes, the product demo is the final step to closing the deal. You have already invested time talking with your clients about the features and benefits of Bill.com and now they want to see it in action. However, before you offer (or get sucked into) a demonstration of Bill.com you will want to make sure that… Read more »