Case Study: Creative Planning Business Services achieves greater efficiency and transparency with Bill.com

How Creative Planning Business Services supercharged client relationships with solutions from BILL

Creative Planning Business Services, formerly BerganKDV, works with highly regulated nonprofit clients, including Minnesota charter schools, that are stuck with outdated accounting systems, paper checks, manual entry, and difficult audit requirements. These constraints made accounts payable, expense management, and grant tracking time-consuming and error-prone, limiting the firm’s ability to serve clients efficiently. BILL helped Creative Planning Business Services modernize these workflows with BILL Accounts Payable, BILL Accounts Receivable, and BILL Spend & Expense.

With BILL, Creative Planning Business Services gained better visibility, centralized records, faster approvals, and easier audit access, while reducing spreadsheet work and manual processes. The firm said junior accountants can now manage 7–9 clients instead of about 5, month-end close is faster, and clients spend less time collecting receipts and coding transactions. BILL also improved 1099 filing, cash flow visibility, and overall efficiency, allowing the firm to expand advisory services and serve more clients with greater confidence.

Creative Planning Business Services

Jennifer Klos

Supervisor Staff Accountant