Case Study: Friedman & Huey Associates achieves streamlined, secure bill-paying and stronger client retention with Bill.com

Friedman & Huey Associates Improves Overall Client Relationship through Bill Pay

Friedman & Huey Associates LLP is a boutique Chicago-area CPA firm, founded in 1985, that serves about 40 high‑net‑worth families as a virtual multi‑family office. The firm offered broad concierge services but found bill pay was labor‑intensive, fragmented across offices, and constrained by physical check‑signing — so they largely avoided the service rather than marketing it.

By standardizing on Bill.com’s cloud-based AP platform, Friedman & Huey automated approvals, enabled remote processing and centralized document storage, and gained a time‑stamped audit trail and stronger security. The change streamlined workflows, made bill pay a marketable “superglue” service that boosts client retention, and positioned the firm to partner with larger institutions as a packaged family‑office provider.

Friedman & Huey Associates

Bob Jacobson

Partner