icon for webinar

Leverage expense management technology to power your firm's growth

Late expense reports, out of policy credit card transactions and vendor overcharges. Is spending at your clients’ organization out of control? Fortunately, the new era of client expense management is here and it’s automated, accurate and easy. If you’re ready to move past tedious data entry, this technology-powered approach is for you.

In this webinar, you will get an overview of spend management advisory, the new approach to client expenses rapidly being adopted by the top firms. The webinar will feature Megan Bronson, an Advisory partner at Squire, the leading accounting firm in Utah. She will walk through her and her clients' transition from manual, retrospective expense management to a new, proactive, technology-powered approach.

Key Takeaways:

  • A deeper understanding of your clients’ expense reporting and budgeting challenges, and pitfalls firms encounter when taking a traditional approach to management
  • Steps to modernize expense management for your clients - the client conversation, technology onboarding, roles and responsibilities
  • How to leverage spend management technology to step out of month-end data entry and into the role of a trusted advisor

NOTE: This on-demand webinar does not offer CPE