Case Study: Palm Beach Accounting & Financial Services achieves 10% revenue growth in 6 months with Bill.com

Accounting Firm Achieves 10% Revenue Boost Within Months

Palm Beach Accounting & Financial Services, a concierge firm founded in 2009 by Silvia Evans, provides bookkeeping, payroll, tax and financial reporting to entrepreneurs and high‑net‑worth clients. Although the firm used QuickBooks and Method CRM, it still relied on paper‑based AP/AR and slow, non‑collaborative communication, which created time drains, filing costs and delays in invoicing and client responsiveness.

Adopting cloud‑based Bill.com allowed Evans to centralize client data, create a branded collaborative portal and automate billing and payments with minimal training. The switch cut invoice processing from days to hours (one client’s 500 invoices dropped from four days to one hour), sped collections 2–3x, reduced postage and transaction costs, enabled geographic growth, and produced a 10% increase in firm revenue within six months.

Palm Beach Accounting & Financial Services

Silvia Evans

President