Case Study: Tate & Tryon lands new clients and strengthens relationships with Bill.com

Tate & Tryon Lands New Clients and Strengthens Ties with Bill.com

Tate & Tryon is a top-200 CPA firm specializing in nonprofits with 140 employees and 600 clients. The firm needed a reliable, easy-to-adopt technology to scale its outsourcing services, win new nonprofit clients quickly, and give clients and auditors greater visibility into payables without adding administrative burden.

By making Bill.com a core part of its outsourcing stack (used with roughly 100 clients), Tate & Tryon delivers fast rollouts, mobile bill review/approval, and clear payment and check-status visibility. Auditors get read-only access and a complete audit trail for remote sampling, which speeds audits and strengthens client relationships — helping the firm land new business and simplify ongoing accounting interactions.

Tate & Tryon

David Bohn

Partner