Moving clients to BILL isn't just a software switch — it's a change your firm has to lead. In this session, Jason Blumer, CPA (Blumer & Associates, Thriveal) shares the meeting-by-meeting playbook his firm uses to onboard clients to BILL: how to manage the human side of change, position onboarding as paid advisory work, run the discovery process, and get to a clean go-live.
Watch the clips below for the highlights, then download Jason's checklist to run the full process in your firm.
Deploying BILL is less a technical problem than a people problem. Before you touch the product, you have to deal with the part most firms underestimate: clients don't want to change how they work. Jason explains how he surfaces that resistance early, and why pacing the rollout meeting by meeting is what keeps it from derailing.
Clients won't ask you for a structured onboarding — so you don't ask, you lead. Jason makes the case for positioning onboarding as high-value advisory work and pricing it accordingly, and explains what clients are really paying for when you charge for the rollout.
The most valuable meeting in the whole rollout happens before you open BILL. Jason walks through the discovery session; why documenting a client's messy, manual process in full detail is the key to a clean implementation, and what owning the digital inbox does for your data from day one.
In the final stretch, the temptation is to hand BILL over and let the client set it up. Jason explains why that backfires, how hands-on training and an internal champion change the outcome, and the one agreement that makes go-live actually stick.
Jason's checklist turns this playbook into a step-by-step process your firm can run with every client — from preparation through go-live and follow-up.
