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How your firm can market spend management services to clients
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting Firms...
How CPA firms can price, position, and productize spend management
One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced business management services and transactional accounting to strategic consulting and virtual CFO and controller services. Another area that could provide CAS practices with a major opportunity for growth is spend management advisory.
Card-based spend management technology: Benefits for SMBs and CPA firms
Here’s a common expectation in today’s business world: An employee must front all the costs for an upcoming business trip and then spend up to a month waiting to be reimbursed. On the other hand, the controller or accounting manager recognizes this employee is one of many who will probably require multiple reminders to submit their expense report.
Expense reports are no longer a requirement with a spend management solution
This CPA.com blog explores how spend management software is changing how organizations control traditionally hard-to-quantify employee and discretionary expenses using spend management automation.
Payment choice gives business clients the edge. Here’s what to tell them.
Think about how much your own personal expectations have changed when it comes to paying for (or getting paid for)...
Every client needs spend management support in 2024. Here’s how your firm can help them.
Discover how your firm can enhance its advisory role by implementing comprehensive spend management solutions in 2024. Learn from RKL Virtual’s Technology & Innovation Practice Leader, Victoria Pritchard, about the risks of weak expense policies and how modern technology can transform expense management. Explore the benefits of virtual cards and automated spend management platforms to provide unparalleled value to your clients and open new revenue streams.
CAS tech: How to expertly navigate the change
The way you manage change can make or break the success of an initiative or transformation. In this blog, CPA.com’s Kim Blascoe details how your CAS practice should be approaching change management strategy within your firm.
From complexity to clarity: How BILL enables firms to help their SMB clients with cash flow management
In this CPA.com blog, hear Kim Blascoe, CPA’s perspective on how technology like BILL’s Financial Operations Platform creates visibility into the cash flow future for accounting firms and their SMB clients.
Spend management advisory: Top six questions answered
There are many reasons why your clients may encounter challenges when trying to manage their cash. Often, it’s because proper...
Your path to CAS success: 5 essential steps
Uncover the key to a thriving client advisory services (CAS) practice in this CPA.com blog. From defining strategy to aligning teams with technology, learn the 5 essential steps to ensure your success. Ready to elevate your game?
Why BILL is the preferred AP, Spend and Expense Management solution for firms
As a CPA who has spent nearly half of my career leading the client advisory services (CAS) practice at a...
Spend management: A growing advisory opportunity for accounting firms
Your clients are desperate to get a better handle on their spending. In CPA.com’s recent survey of more than 1,100...