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If you're expanding your client accounting services (CAS) practice, you already know that success hinges on blending advisory expertise with streamlined technology.
Small and mid-sized business (SMB) clients increasingly expect more than basic bookkeeping—they want proactive, strategic guidance. In fact, 66% of SMBs say they would stop referring or even leave their accounting firm if it didn’t offer CAS, according to BILL’s Accounting Firm Hireability Index. As client expectations rise, firms that modernize their CAS offering are positioned to thrive.
That’s where BILL’s financial operations platform comes in. By automating core functions like accounts payable (AP), accounts receivable (AR), and spend and expense management, BILL helps firms offer higher-value CAS while freeing up the capacity to serve more clients—and sell more services.
Learn more about your next CAS opportunity
The benefits of client accounting services
As you already know, the value of CAS goes far beyond operational support. CAS provides clients with real-time data, automation, and business insights—while helping firms build recurring revenue and deeper client relationships.
Let’s quickly recap the impact:
For your clients:
- Smarter decisions powered by real-time insights
- A strategic partner—not just a service provider
- More time to grow, less time on manual tasks
- Greater confidence in accurate, timely reporting
For your firm:
- Stronger client retention and referral rates
- Higher-value engagements with advisory baked in
- A scalable business model supported by automation
- New opportunities to expand into specialized or industry-specific CAS offerings
Explore 5 ways to increase CAS revenue
How BILL can help your CAS practice
When clients are hesitant to adopt new tools, your recommendation matters. Helping them modernize their tech stack with an integrated platform like BILL not only improves visibility—it also sets the stage for more robust advisory services.
The BILL financial operations platform supports CAS firms with:
- One login for AP, AR, and Spend & Expense workflows—plus the integrated Accountant Console to streamline tasks, switch between clients, and improve cash flow visibility with intelligent reporting.
- Two-way sync with major accounting platforms, helping you reduce manual data entry and speed up reconciliation and month-end close.
- Real-time access to client financial data that enables faster, more strategic advisory conversations and confident recommendations.
By helping clients replace outdated systems, you reduce bottlenecks and position yourself to offer new layers of advisory—like cash flow forecasting, budgeting, and spend management.
BILL Accounts Payable and Accounts Receivable
Traditional AP/AR systems—manual entry, mailed checks, unpredictable payments—leave everyone in the dark. Without accurate, up-to-date cash flow data, even the best advisory advice may fall flat.
BILL automates the AP/AR cycle, allowing you to:
- Digitize invoicing and bill payments
- Track payments and set custom approval workflows
- Schedule payables and receivables for better planning
- Sync automatically with your client’s accounting software
This gives both you and your client a real-time snapshot of cash position—making your advice actionable and timely.
See how to grow CAS with existing clients
BILL Spend & Expense
Traditional expense management is reactive. It usually kicks in after the month ends—limiting your ability to advise in the moment.
Spend management, on the other hand, helps your clients control cash flow proactively. BILL Spend & Expense combines company cards tied to budgets and free software to offer:
- Customizable budgets by team or individual
- Real-time tracking of employee spend
- Streamlined receipt collection and policy enforcement
With this real-time data, you can introduce spend advisory services like auto-coding, real-time insights, or tightening compliance. These added services help differentiate your firm and deepen client trust, all while closing the books faster.
Get our 5-step roadmap to CAS
Check out The Definitive Guide to spend management CAS
The BILL financial operations platform
To offer truly impactful client advisory services, you need insight and automation. BILL’s financial operations platform brings together AP, AR, and spend management into a single, integrated system. With this unified view, firms can move from reactive number-crunching to proactive strategic advising.
By working within one platform, you eliminate data silos and gain real-time visibility into every financial transaction. That level of access makes it easier to spot trends, address issues early, and guide clients toward better financial decisions.
With BILL, you can confidently expand your CAS offering into high-value advisory areas like:
- Strategic budgeting and enforced spend policies
- Cash flow forecasting and optimization
- Reducing or eliminating reimbursements and expense reports
- Automating AP/AR to cut down on manual work
- Enhancing financial security with custom controls and approval workflows
It’s a platform designed to support scalable, profitable CAS services—giving your firm the flexibility to grow while helping your clients gain control and clarity over their finances.
Discover more about the future of CAS
Ready to elevate your CAS practice?
Modern CAS practices are thriving and growing fast. In fact, recent data shows CAS firms are reporting double-digit growth year over year.
With the right tools, you can expand your services, deepen client relationships, and position your firm for long-term success. BILL’s financial operations platform helps you do exactly that.
Request a demo to see BILL in action.
* The BILL Divvy Card may be issued by one of Divvy Pay, LLC’s bank partners. The BILL Divvy Card is not a deposit product. For your specific lender, see your Card Agreement.
