Want to unlock deeper client value and new revenue streams for your firm?
37% of small businesses want their accountant or bookkeeper to provide AP services — yet not all do. That’s because AP is often manual, expensive, or just too complicated.
This step-by-step guide outlines an efficient, cost-effective and secure framework to offer AP automation to clients. Learn the fundamentals of AP automation, best practices for a scalable AP process, and how to package and promote your new AP services to your clients.
Workflow checklist + marketing email template included.
AP is a huge pain for business owners — it's time-consuming and expensive. As an advisor, you can play a key role in reducing this pain for your small-business clients, while fostering deeper, more consistent service relationships.
Here's what you'll learn in this guide:
See how AP can benefit your firm and your clients.