Venturity Financial Partners: “Bill.com Allows Us to be True Partners to Our Clients.”
Venturity Financial Partners: “Bill.com Allows Us to be True Partners to Our Clients.”
4 PagesBILL.COM SUCCESS STORY + CLIENT VIEW Venturity Financial Partners: “Bill.com Allows Us to be True Partners to Our Clients.” Lisa West, director of team operations, and Joni Howell, accountant and Bill.com specialist, share how Bill.com increases accuracy and informs strategy for the firm’s clients. Tell us about your firm. Lisa: Venturity takes responsibility for the back office so SMB owners can focus on their businesses. What makes us stand out is our collaborative approach and commitment to clients. Joni: We have a unique firm perspective that values trust, including an open-book culture. How did you handle AP before Bill.com? Lisa: We’ve offered AP as one part of our scope for clients since our founding in 2001. Joni: We had a manual process for AP then. We handled review
