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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.
Innovation in action: How technology and collaboration are shaping the profession
Ryan Wolff has always been fascinated by the intersection of technology and accounting, using tools like AI and data analytics...
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...
ChatGPT and the hype around generative AI
If you paid any attention to the hype surrounding the initial release of OpenAI’s ChatGPT last November – and then...
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...
Spend Management Can Help Maximize Your Corporate Cards
Businesses have tried to lessen expense reporting headaches by having employees use a mix of personal and corporate cards when...
Spend management services – how to price, position and productize for success
Whether you provide accounting as part of your client advisory services (CAS) offering or your service is more transactional in...
How spend management can save your clients time and money
It’s the last day of the month and you’re working to close your client’s books so you can provide them...
Create Efficiencies and Secure Talent with Spend Management Technology
Client Advisory Services (CAS) continues to evolve—progressively moving towards a holistic approach to business finance that includes spend management. Why?...




