How to go beyond credit card points to revolutionize client cash flow management

Free Webinar

How to go beyond credit card points to revolutionize client cash flow management

Today’s business owners are in love with their credit card reward points, but at what cost? Transitioning to card-based spend management gives your clients the opportunity to move beyond traditional expense tracking, which slows business growth and impacts the bottom line. But, fear of losing points may be holding them back. As your clients’ trusted advisor, you are in a unique position to provide a solution where they can have it all - control over spend, enhanced cash flow management, budget visibility and increased efficiency.

During this webinar, our panel will address the innate challenges of expense management and discuss the ROI that spend management within a client advisory services (CAS) practice can provide. For firms offering CAS, this is an approachable and transformative opportunity to enhance their value proposition while debunking the perceived benefits of the traditional business card and expense management process.

Learning Objectives:

  1. Identify the hidden costs of traditional expense management systems and how they impact a client’s bottom line.
  2. Recognize the benefits of an intuitive spend and expense management solution to provide insights that drive smarter business decisions and foster business growth.
  3. Distinguish BILL Spend & Expense (formerly Divvy) as a solution that will empower accounting firms to enhance compliance, provide real-time expense tracking and ultimately save clients time and money.

NOTE: This on-demand webinar does not offer CPE