Case Study: JFS Wealth Advisors achieves 70% faster bill pay, enhanced client value, and RIA compliance with Bill.com

JFS Wealth Advisors Adds More Client Value, Creates Efficiency, and Continues Compliance with Bill.com

JFS Wealth Advisors, a Hermitage, PA–based firm with 70+ employees serving 2,200 clients and nearly $3 billion in assets, faced inefficient, paper-based bill payment processes that required physical check signing, created scheduling bottlenecks (exacerbated by remote work), and generated sustainability concerns. These manual workflows were inconvenient, risk-prone, and increasingly unworkable for a growing wealth management practice.

By implementing Bill.com Bill Pay, JFS added client value and security while streamlining operations: the firm gained better visibility into payments, reduced paper risk, and improved service for high-net-worth clients. The accounts-payable cycle shrank from days to hours—a 70% time savings—enabling faster vendor payments, fewer delays, stronger staff retention and utilization, and continued RIA compliance through clear client agreements and annual surprise custody exams.

JFS Wealth Advisors

Laura Blaire

COO, CCO and Managing Partner