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Streamline Your Client Onboarding and Payment Processes with BizPayO

Streamline Your Client Onboarding and Payment Processes with BizPayO


by Hugh Duffy

Streamline Your Client Onboarding and Payment Processes with BizPayO

Tired of chasing clients to get paid? Wish there was an easier way to invoice and collect payment online without the burden of processing fees?

There is an easier way and it's called BizPayO.

BizPayO is a stand-alone payment processing system that was created by Build Your Firm's co-founder, Allan Ratafia. Ratafia manages a busy and profitable accounting firm in New York and designed the technology for other forward-thinking accountants who want to streamline their onboarding and payment processes. With new integration to QuickBooks Desktop and QuickBooks Online, CPAs can get paid more quickly, easily and on time, all while saving hours of administrative headaches every month.

Integration of different systems is key for many accountants and BizPayO addresses the unique needs of accounting professionals by bundling essential payment, billing and client engagement functions. The tool enables accountants to send out customer engagement agreements, have them digitally signed and stored, receive payment authorization and setup recurring billing all from one place. New engagements now turn into auto payments.

Payments are processed using ACH (echeck), credit cards and debit cards and the system allows for recurring (monthly, quarterly, bi-weekly, etc.) and one-time payments.

While PayPal and Intuit Merchant Services charge upwards of four (4) percent for credit card processing, BizPayO enables CPAs and accountants to get paid by credit card and debit card payments at $0 net cost. This is possible through the system's proprietary Upcharge Technology which allows the professional to recover these fees by enabling the surcharge or convenience fee recovery feature. The user-friendly interface allows the client to choose whether to pay by eCheck or card and know the fee for card payments upfront.

Most accounting firms have BizPayO integrated into their Build Your Firm website for more ease and efficiency.

For more information about BizPayO or Build Your Firm, contact 888-999-9800 x1.

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Hugh Duffy, BYF CEO and Co-Founder

Hugh is the consummate marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. Hugh has more than thirty years of marketing experience. Since 2003, he has been teaching accountants on how to improve their marketing and make more money from their accounting practice.