Case Study: Summit CPA achieves a 90% reduction in AR time and faster payments with Bill.com

Summit CPA Inc. Decreases AR Time by 90% and Gets Paid Faster with Bill.com

Summit CPA Inc. is a small Los Angeles accounting firm serving about 400 clients in healthcare, technology and other small businesses. With just a few staff, the firm struggled with time-consuming manual invoicing and payment collection—spending roughly 10 hours a week on AR—and needed a cost-effective way to maintain strong payment controls for budget-conscious clients.

By adopting Bill.com for invoicing, automated reminders, online and recurring payments, and QuickBooks sync, Summit CPA dramatically streamlined AR and AP workflows. The firm cut AR time by 90% (from 10 hours a week to under an hour), gets paid much faster, provides clients with an audit trail and mobile access, and avoided adding accounting staff for clients managing multiple companies.

Summit CPA

Christopher Du

Owner