How Can YOU Make This Work You?

1. How Can YOU Make This Work You? • At The Sleeter Group, Implementing Bill.com: • Completely Changed How We Think • Fit Perfectly Into Our Workflow • Dramatically Improved Our Efficiency • And INCREASED Our Security • So How Can YOU Use It? Doug Sleeter CEO and Founder The Sleeter Group, Inc.

2. Client Accounting Services • Providing More Valuable Services to Clients • Bookkeeping Services • Bill Payment Services • Accounts Receivable Management/Collections • Payroll Services • Human Resource Services • Outsourced Controllership and CFO Services

3. Client Onboarding: Key Questions It’s clear – your firm and clients can benefit from the time and cost savings from Bill.com But getting clients on board can be a challenge… • Which clients are best suited for Bill.com? • Who Must you Involve? • How Should you Introduce Bill.com? • How to Handle Objections

4. Getting Vertical through the Cloud Most Popular Client Verticals for Client Accounting Services – • Business Intelligence Reporting • Professional Services – 84% • Retail – 69% • Construction – 65% • Not-for-Profit – 59% • Manufacturing – 52% • Wholesale Distribution – 40% • Technology Companies – 28% • Franchises – 28% • Hospitality – 27% • Transportation – 22% • Government – 14% • Client Accounting Capabilities driven through cloud computing • Real-Time Client Collaboration • Standardized Workflows

5. What Does a GOOD Bill.com Client Look Like? Paper system for Bills, Invoices, Bank Reconciliation Payment Approvals, Vendor Inquiries Multiple locations and/or remote workers Overextended or Non-existent Bookkeeper 20+ Payable and/or Receivable Transactions Per Month Trouble Tracking/Managing Cash Balances Experienced a Security Breach in the Past Selecting The Best Clients

6. Understanding Current Processes and PAIN A/P Process and Volume A/R Process and Volume Information “Controls” in Place? Role Based Security? How Many Signatures Are Needed for Payments? What Documentation/Backups? Any Audit Trail in Current System? Frustrations, Pain Points with Current Process Fraud Risks Inherent in their Current System Client Assessment – Understanding Clients

7. Assessment Questions

8. Introducing Bill.com to Clients $38 45days 57% of clients finding it frustrating toforecast cash flow average cost to pay a single bill average collection period on a receivable

9. Bill.com Benefit Points Command and Control Enhanced Security for Cash Mgt Efficiency Gains Paperless, Anytime Anywhere Audit Trail Improved Workflow Reduces Hidden Costs Client Introductions

10. Panelists • Laura Redmond Owner, Redmond Accounting 5 staff 20 small business clients using Bill.com • Pat Carson Founder, Carson & Crew 6 staff, 300 small business clients Outsourced Bookkeeping and QB Consulting

11. Panel Questions • What lessons learned or obstacles have you run into along the way?  How have you changed your practice as a result of adopting Bill.com?  What benefits did you realize? • What criteria do you use to select clients for Bill.com? • What type of marketing do you use to obtain clients? Sell additional services? • What does your suite of services look like?  (Is it dependent on client needs assessment, vanilla offering, etc.) • How do you set your pricing (fixed vs. hourly)?  Is it different across client base?  If so, Why?