5 Guiding Principles

A roadmap for building a successful client accounting practice

This guide was created in collaboration with CPA.com and BILL to offer insight on the client accounting services model as well as provide peer perspective to help you implement this model in your own firm.

Dive in and read spotlights of four progressive firm leaders who have leveraged technology such as BILL and proven business practices to offer sophisticated client accounting and bill pay services. Leaders share their insights on what has led to their success and increased client satisfaction.

Key Guiding Principles:

• CAS Structure and Pricing
• Standardization of Processes and Technology
• Internal Team Approacht
• Marketing and Business Development
• Specialization

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