Introducton

Catching Clouds, LLC has a dream-team partnership.

Scot Scharf, cofounder and virtual CIO/CTO, has been
working in informaton technology for 30 years with a
focus on providing technology
consultng. His partner and wife
Pat Scharf, MBA, MAcc, CPA,
cofounder, lead controller and
tech power user, has dedicated
her career to addressing the tax
and accountng needs of small
and midsize businesses. Together, they ofer a savvy
mix of accountng and technology experience to their
U.S. and internatonal e-commerce and online business
clients.
I look at technology and process consultng for our
clients, while Pat implements automated cloud-based
accountng solutons so they can leverage technology in
a smart way, says Scot.
How Catching Clouds, LLC
Grows Business and Ofers
New Services with Bill.com
Firms adopton of Bill.com helps
enable its rapid growth and
supports virtual operatons.
Catching Clouds LLC
Scot Scharf, Co-Founder
and Virtual CIO/CTO
Denver, Colorado
Five full-tme employees
Catching Clouds LLC specializes in
helping mult-channel, e-commerce
sellers grow their businesses by
providing them with current,
accurate and actonable fnancial
informaton about their businesses.
The frm provides virtual controller
and bookkeeper services combined
with the accountng cloud tools,
design and management necessary
to be customers complete
accountng department.
SERVICES OFFERED
Cloud Accountng Services, Virtual
Bookkeeping, Virtual Controller
TARGETED INDUSTRIES
Online and E-Commerce Businesses
BILL.COM MODULES USED
Accounts Receivable and
Accounts Payable
INTEGRATED WITH
Xero, QuickBooks
Desktop and Online
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Bill.com - Success Story - Catching Clouds LLC Grows Business, Ofers New Services with Bill.com
The Unique Challenges of E-Commerce and
Online Businesses
With the amount of technology expertse fueling the
frm and the needs of its e-commerce clients, it is not
a surprise that the frm focuses on bringing the power
of cloud-based technology to clients. Unlike other
businesses, e-commerce and online businesses have
a pressing need for daily and accurate accountng
informaton.
When you have an online business, you can have 3 or
3,000 orders coming in each day. You need to be constantly
in touch with how much money you made, how much
is available to take out of the business and how much is
available to reinvest. You cant gain that clarity if youre
not doing the accountng on a daily basis, explains Scot.
Bill.com allows customers to view and process accounts
receivable and payable in real tme.
On top of that, sales taxes and regulatons further
complicate accountng procedures.
Regulatory and sales tax is a big challenge, says Scot.
If youre not doing accountng or bookkeeping on a
daily basis, you cant keep up. We touch all of our clients
books every day. By noon of every day they have an
updated picture of their income from their online sites,
CHALLENGES/GOALS
To triple revenue in
one year and to have
a signifcant impact on
the cloud technology
accountng world
Need to introduce feature-
rich A/P cloud technology
to accommodate the
demanding needs of
e-commerce companies
Need to scale technology
to accommodate company
growth as well as ofer
virtual access to both
employees and clients
SOLUTION
Bill.com Accounts
Receivable and Accounts
Payable
RESULTS/BENEFITS
With the ability to add
new services and support
virtual operatons, the frm
is on target to make its
goal to triple its revenue.
A/P cloud technology
allows frm to enable
growth through the
introducton of new client
services
Successful virtual
operatons supported by
Bill.coms ability to ofer
of-site and mobile access

We use Bill.com for most of our clients.

Its one of the frst things we use that blows
their minds.

Page 3
an understanding of whats going on
with the money in their business and a
beter feel for details and the big picture.
It goes beyond how much money is in an
account. Its how much is going to sales
tax or payroll. The right bookkeeper and
controller, along with the right cloud-based
technology, can fnd trends and help with
these questons.
Scot is familiar with numerous types of
accountng and business technology. As
he explains, Were using Xero as our core
cloud accountng ledger, although we stll
have a few clients on QuickBooks Desktop
and Online.
A Security-Focused Criteria
Pat Scharf discovered Bill.com four years
ago at a Sleeter conference. Impressed
by its capabilites, she began using it right
away. When Catching Clouds was founded
shortly aferwards by both Pat and Scot,
Bill.com was integrated into their arsenal of
cloud-based solutons.
Bill.com ofered our clients an online, 24-
hour way to pay bills coupled with ease of
use. Bill.com also understands accountng
partnering. For example, I can log in one
tme and get informaton for all clients,
and it integrates with other accountng
sofware. Bill.com understands that there
is a bigger world out there and integraton
is extremely important to create that big
picture, comments Scot.
However, as a Certfed Informaton
Systems Security Professional, Scot was
determined to extensively examine
Bill.coms security and he does so
regularly to ensure that his strict
expectatons are satsfed.
Security is frst when we evaluate
solutons, says Scot. If were going
to take our clients data and put it in
the cloud, it has to be secure. Bill.com
contnues to pass on all counts.
In terms of client acceptance and usage,
Scot shares that clients get acclimated to
Bill.com within a week or two. He explains,
We get them up and running on it within
a day and then have them fully trained in
only a few days.

We want to allow our clients to

run their business from any beach
in the world, and Bill.com helps
makes that happen.

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Bill.com - Success Story - Catching Clouds LLC Grows Business, Ofers New Services with Bill.com
Benefts
If it wasnt for Bill.com, we probably
wouldnt have the practce we have now,
comments Pat. The A/P processes
used to be incredibly manual and tme
consuming. Wed gather bills, check
physical fles to see if they had been paid,
enter bills into sofware, print them on
triplicate paper check stock, track down
owners for signatures, stuf envelopes, mail
and then fle copies. Bill.com drastcally
reduces these steps. It lets you run your
business from any beach in the world.
These added efciencies gives the frms
operatons a higher level of fexibility and
responsiveness.
Bill.com allows us to scale our frm and
add more customers without having to
add more staf. All work for our clients is
consistent due to automated workfows
supported by the soluton. In fact,
Bill.com allows us to bring on more clients.
We have a great amount of fexibility to
scale and can add more clients very easily,
explains Scot.
Above and beyond that, Bill.com creates a
fully auditable trail for business processes.
We dont have to have signing rights on
customers bank accounts. We can access
their informaton as needed, as well as
authorized employees. Virtual bookkeepers
can process the bills. A virtual controller
can review it. The client approves or
questons it. We wouldnt have that level of
control without Bill.com, comments Scot.
Bill.com comes in especially handy when
there are questons regarding a payment.
If a vendor tells a client that it hasnt been
paid, we can quickly log in to Bill.com from
any PC, laptop or mobile device, fnd the
vendor, fnd the check and see when it was
deposited. Before that we would have had
to hire an intern to dig through fles, says
Scot.
Bill.com also enables the company to
operate virtually and save money.
Our employees can work from their home
during their ofce hours versus having to
go into the ofce. This saves us tme and
money. We can hire fewer people to do
less work without overburdening them,
comments Scot.
Bill.com integrates with accountng, and
it imports balances and informaton from
other systems. How do businesses do
business well? They collect money and pay
it appropriately. Bill.com allows them to
do that in an efcient manner. It actually
becomes a communicatons tool, says
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Scot. Multple people can log in and
see bills and vendors. Vendors can log in
and see the status of bills. Bill.com alerts
people automatcally as to next steps, so
they dont have to default to 50 emails.
The efciency and efectveness Bill.com
introduces to accountng is unparalleled,
says Scot.
Clients have also commented positvely
about Bill.com.
Customers love it. Its new for a litle
while, but once theyre used to it, they
cant see doing business and paying bills
any other way. They see writng manual
checks as a bad thing now and even call it
a real pain. But what they really appreciate
from Bill.com is that it allows them to
disconnect and not be in the ofce. We

One client has about 100-200

bills a week during a specifc eight-
week period, and it would take
them 60-80 hours a week to handle
that in-house. The amount of tme
to manage it on their end is maybe
one to two hours a week now.

have clients that spend months at a tme

away from the ofce and staf because
they can monitor and track bills no mater
where they are, says Scot.
When asked if he would recommend
Bill.com, Scot responds positvely.
Yes. I would and I have.