Case Study: New Age Business Solutions achieves CPA-quality reporting and scalable client advisory services with Bill.com

New Age Business Solutions delivers a new age of accounting with BILL

New Age Business Solutions, an outsourced accounting firm, needed a way to deliver CPA-quality reporting and client advisory services without the manual, messy back-office work that often slows accounting teams down. Using BILL’s financial operations platform for accounts payable and accounts receivable, the firm set out to streamline processes while integrating with clients’ existing accounting systems, including QuickBooks Online.

With BILL, New Age Business Solutions built repeatable, automated workflows and centralized client management that let the team scale efficiently and offer CAS at a fixed monthly fee. BILL helped the firm onboard 11 new AP clients in six months, nearly doubling the business, and enabled 100% of clients to receive some form of CAS.

New Age Business Solutions

Jake Koontz

New Age Business Solutions