Deliver next-level advisory services with spend management

CPA.com and Divvy

Accountant Advisor Program

A new spend management program for CPA firms

CPA.com and Divvy, a Bill.com company, have launched a new spend management solution designed specifically for CPA firms.

Free webinar

How firms can create efficiencies and secure talent with spend management technology
August 18th | 2:00 – 3:00 pm ET

Demo the Divvy solution

Watch this on-demand demo and learn how you can deliver deeper insights and client value through spend management.

 

Announcing a New Preferred Corporate Card and Spend & Expense Management Program

As the demand for Client Advisory Services (CAS) continues to grow in the marketplace, firms are distinguishing between the transactional piece of financial work that is being automated and the more profitable value-added advisory services needed by clients. Pivoting toward spend management instead of after-the-fact expense management, along with leveraging corporate cards, enables CPAs and accounting firms to build a deeper, stronger advisory role with better forecasting and budgeting for their clients.

Bill.com and CPA.com have announced an expansion of their partnership — naming Divvy, a Bill.com company, as the preferred partner for CPA.com expense and spend management. Bill.com has been CPA.com's preferred partner for bill management since 2010.

The Divvy Accountant Advisor Program, in partnership with CPA.com, launches the new spend management partner program for accounting and advisory firms. This expanded partnership shifts the discussion for accounting and advisory firms away from expense management, which has long been seen as a necessary, but time-consuming requirement for the financial back office, to one of opportunity for businesses to access business credit, manage spending budget upfront and leverage a real-time view of their finances—offering a competitive differentiator for accounting, advisory and CPA firms as part of enriched client advisory service capabilities.

No

CPA.com provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.

 

The Divvy Accountant Advisor Program offers exclusive benefits for both the accounting firm and their clients.

Firm benefits include:

Dedicated Partner Success Manager and support materials
Exclusive enhanced rewards for your clients
CAS 2.0 exclusive training and content from CPA.com

Client benefits include:

Free spend and expense management software
Unlimited number of corporate cards for employees
Enforceable budgets to control spend
Seamless integrations with accounting software
Exclusive increases in Divvy corporate card rewards
Featured marketing opportunities such as case studies
Divvy Screenshots

Join the Divvy Accountant Advisor Program

“As CAS continues to grow as a service area within the profession, firms are well positioned to provide clients with greater access to business credit, increased control over spending, and a real-time view of their finances. The Divvy Accountant Advisor Program, in partnership with CPA.com, empowers accounting firms with an integrated corporate card and software for their CAS clients, allowing them to deliver higher-value advisory services.”

Erik Asgeirsson

President and CEO, CPA.com

 

Firm benefits:

Automate manual accounting tasks

Remove the operational challenges of managing spend and closing clients’ books. Divvy creates efficient processes for the back office services, giving you more time to focus on your clients.

Technology that works for your clients

With user-friendly mobile and desktop apps, clients can access Divvy however they need. Plus, managing spend is a breeze with real-time categorization and customizable budget controls.

Seamless software integration

Stop wasting time bouncing between systems for cards and expense management. Divvy’s software integrations seamlessly sync transactions to your accounting system.

Real-time visibility

Easily track client spend in real-time from a single dashboard. Since everything is stored automatically, you never have to worry about.

 

Client benefits:

  • Cards for all
  • Business credit they’ll love
  • Virtual cards
  • Enforceable budgets
  • Instant categorization
  • Seamless integrations
  • Dispute resolution
  • Spend notifications
  • Easy card management
  • Simple reimbursements
  • Live transaction dashboard
  • Transaction review
 
Testimonial

“A corporate card and spend management solution like Divvy definitely fills a need in the marketplace. Instead of reconciling money already spent, advisors can help their clients set budgets and protocols upfront, which gives businesses foresight and more control over their cash flow. This creates increased profitability for businesses and deepens the trusted advisor relationship. It’s a win-win for firms and clients.”

Kane Polakoff

National Practice Leader, Client Accounting Advisory Services, UHY Advisors, Inc.

Headshot

Only CPA.com offers your firm this level of support and strategy

Educate firms on ways to transform their client advisory services
Expert guidance and tools to help you grow your practice
Experience in working with thousands of firms that have adopted cloud technology
Connect firms to the resources they need to be successful
 
 

The power of smart business

The advisory landscape is changing rapidly and one word — complexity — defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Card issued by Cross River Bank, Member FDIC.