What am I responsible for as an advisor or firm with respect to billing?

You are responsible for adding and monitoring your billing specs for each of your clients.  At the end of each billing period you will receive a mock billing audit.  It is your responsibility to review, check, request any changes and once completed, approve your final billing.  XYIS will handle it from there.  We will run, execute and make sure your clients are billed and you are paid!

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