Frequently asked questions

How does the Find-an-Accountant Directory work?

The BILL Find-an-Accountant Directory provides a searchable list of accounting and bookkeeping firms that allows businesses to easily find help for specific financial back office needs. Firms that partner with BILL are given the option to include and update their listing. You’ll recognize a BILL partner by the status listed at the top of their profile tile in the search results (such as Gold Certified, which means a Premier Gold level partner who is certified in BILL)..

How do I find a good accountant or bookkeeper near me?

Use the Find-an-Accountant directory to locate an accountant or bookkeeper that offers the services you are seeking. Using the search options, you can search by location, specific services, accounting software, other software expertise and industries served to focus your search. Each profile listing in the results will include information about the firm, so you can select the one that best meets your needs.

How do I check if a specific bookkeeper or accountant is included in the directory?

On the Find-an-Accountant directory page, there is a “search” field near the top-left corner of the page. Click into that field and enter the name of the bookkeeping or accounting firm you want to find. If that firm is listed in the Directory, it will appear in the results.

How do I know if my business needs an accountant?

Whether a company is ready to hire a bookkeeper or an accountant varies from business to business. Wondering if your business is ready? Check out the 6 signs that you’re ready to hire an accountant, on our BILL blog to help determine if you might be ready.

What are the different types of accountants?

CPAs (Certified Public Accountants) are certified accounting professionals who have passed the CPA exam. CPAs help prepare and file tax returns, perform detailed audits, represent clients in front of the IRS and update accounting records.

Accountants provide reports and insights that help businesses understand their financials, plan better and reach long-term goals. Accountants can provide tax advice, prepare financial statements, file income tax returns, identify accounting discrepancies and develop and analyze budgets.

Bookkeepers keep track of the company’s financial transactions on a daily basis and maintain records that help accountants do their job. This can include maintaining a daily ledger, entering transactions, billing for goods and services, paying vendors, handling payroll taks, producing invoices and creating financial reports.

How can my accounting or bookkeeping firm get included in the directory?

Visit https://www.bill.com/find-an-accountant/get-listed, and click ‘Get Listed’. After providing basic information about your firm, you will receive an email confirmation from PartnerPage, the company powering our lead directory software. Once you click ‘verify email’, you will be taken to the login page, where you can login using the email and password you created. From here, you will be able to edit your profile in our directory.

What does it mean to be a “platinum” or other level partner? How is that earned?

Accounting or bookkeeping firms sign up to be a BILL partner, so they can deliver automated bill pay services to their clients. Once they enter our partner program and become a “partner”, firms can continue to grow their status into our premier status levels, which are Silver, Gold and Platinum—signified at this time by the number of clients they manage on BILL. BILL reserves the right to adjust this definition at any time.

What does it mean to be a BILL certified accounting firm?

A BILL certified firm is designated when at least one person at the firm has an active BILL certification. BILL reserves the right to adjust this definition at any time.

Thank you for selecting the Lead Directory offered by BILL, LLC (“Directory”) and/or its subsidiaries and affiliates (referred to as "BILL", "we", "our", or "us"). Review these Terms of Service ("Agreement") thoroughly. This Agreement is a legal agreement between you and BILL. By accepting electronically (for example, clicking "I Agree"), installing, accessing or using the Directory, you agree to these terms. If you do not agree to this Agreement, then you may not use the Directory.

Waters Ortiz Accounting & Consulting, PLLC

About Waters Ortiz Accounting & Consulting, PLLC