Case Study: Blumer & Associates achieves 80% AP time savings and a scalable virtual firm with Bill.com

Blumer & Associates - Customer Case Study

Blumer & Associates is a nine-person, virtual CPA firm headquartered in Greenville, SC, that coaches growing companies and provides controllership services to design and creative agencies. Faced with the limitations of paper-based processes and the need for a standardized, scalable remote model, the firm required a way to give clients visibility into payments, reporting, and documents while supporting nationwide clients.

They made Bill.com a required part of their business model, using it for AP and AR with integrations to QuickBooks and Xero and drafting monthly client fees. The result: zero time spent on monthly invoicing, clients save up to 80% on AP time (with a 50% time savings just from going digital), faster payments, and the ability to serve clients across the country rather than operating as a local, paper-based firm.

Blumer & Associates

Jason Blumer

Founder