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Discover firm growth with approachable advisory

For firms looking to introduce advisory services, or enhance their existing CAS practices, spend management is a low-lift opportunity that offers immediate returns. This proactive approach to transactional work can help clients streamline their financial operations while increasing firm efficiency and growth.

Join us as we discuss this approachable advisory opportunity and introduce BILL’s free spend management solution, BILL Spend & Expense (formerly Divvy). As CPA.com’s preferred partner for spend management, BILL Spend & Expense provides visibility, real-time reporting, and valuable insights to position your firm to focus on offering timely, accurate, and actionable financial advice that adds value to your clients' operations.

Register for our demo to see spend management and BILL Spend & Expense in action.

Learning objectives:

  • Identify elements of spend management automation: Integrated corporate cards and an expense tracking platform, along with flexible accounting software integrations.
  • Recognize how to leverage the BILL Spend & Expense platform for actionable client insights; cashflow, budgets, forecasts, and expense ratios.
  • Discover opportunities for your firm to become more efficient and grow revenues through automation.

Earn 1 CPE Credit

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