WebsterRogers, LLP is an accounting firm based in South Carolina with 22 partners and 140 people in accounting and operations roles. They offer assurance, tax, and advisory services. The firm moved to Bill.com to allow their accountants and partners to work at any time and from any place. This enabled WebsterRogers to expand their client base to a larger area beyond the small radius around their office.
A case study provides details on how WebsterRogers uses Bill.com to improve service to clients. The case study also provides a profile of William R. Barefoot, CPA, CGMA, senior manager, and QuickBooks Pro Advisor.
This is how William Barefoot explains the benefits:
White label branding - “We wanted a solution we could brand as our own and offer as a service of WebsterRogers.”
50 to 75 percent increase in efficiency - “The ability to work with clients in the cloud through Bill.com has made us much more efficient. Clients can approve and pay bills and do it in a fraction of the time that they normally would – usually 50 percent to 75 percent less."
Remote work capability - “Day in and day out, I’m working with clients everywhere. I can log in to Bill.com and serve clients from South Carolina, Maryland, New York and beyond as easily as if I were sitting right next to them."
Document management - “Bill.com’s document management features are one of the key things we point out to clients when we propose Bill.com. They can save financial documents and reports using the document folders and look up vendor payment, contracts and history in just a few clicks,”
The firm uses Bill.com with Intacct and QuickBooks Online.
WebsterRogers was founded in 1984 on the principles of quality, integrity and dedication to client service. Their success is directly related to their strong commitment to both their people and clients. They offer the degree of personal attention, responsiveness and accessibility their clients expect and deserve – coupled with national resources.