Share this content
man pressing images on a screen
Leo Wolfert/iStock

Accountant Resource Center Added by

Oct 9th 2015
Share this content

Business payments automator now has an Accountant Resource Center as part of its Accountant Program, offering tools and best practice guidance aimed at the growth of bookkeeping and bill pay services.

The Accountant Resource Center includes videos, questionnaires, PowerPoint presentations, FAQs and calculators developed based on interviews and guidance from successful accounting firm customers.

Offered sections in the resource center include:

  • Getting Clients to Yes focuses on converting bill pay and bookkeeping prospects into clients. Supportive material includes pointers on coaching clients to the cloud, FAQs to give to accounting firm clients, client evaluation questionnaires and demo and testimonial videos.
  • Pricing Services Right provides valuable direction on effective pricing strategies, guidance on how to price services and hidden cost calculators.
  • Spreading the Word shares information on how to help accountants grow their client base through essential advice, proven practices and social media resources.
  • Setting Up Clients contains forms and checklists for on-boarding new clients to

The Accountant Resource Center is reserved for customers, however accountants and bookkeepers who are not customers can preview the Accountant Resource Center by downloading one of its new guides (Tried and True Tips for Increasing Your Client Base) here.

“Accounting firms are critical providers of advice and bill payment services to businesses everywhere and we are committed to making firms successful,” René Lacerte, founder and CEO of said in a statement. “The Accountant Resource Center provides our accounting customers with effective, turnkey assets that pave the way for them to help their clients move into the 21st century when it comes to paying and getting paid. Our experience shows that this leads to increased revenue and larger client bases.”

Is this something your practice would find useful? Is handling bill payments a service you currently offer or are looking into doing for your business clients?


Replies (0)

Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.