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Spend Management Advisory: How to price, position and productize

Summit CPA has built a multimillion-dollar Client Advisory Services (CAS) practice with 72% average gross profit margin. What’s their secret? They’ve adopted a rigorous approach to vetting and implementing accounting technologies that automate manual, repetitive back-office tasks, freeing the team to focus on value-added advisory services, such as spend management.

In this webinar we show you the technologies that can automate your clients’ manual processes for expense reports and other non-payroll expenses. You’ll see that it’s possible to close client books faster and more accurately, and the resulting cashflow insights will enable you to manage client budgets and mitigate fraud.

Spend management advisory services is a fast-growing category of service delivery within CAS offerings. During this 1-CPE webinar, Summit CPA will discuss how they are pricing, positioning and packaging these services into a profitable and scalable CAS practice.

Learning Objectives:

  • Learn how technology can automate manual back-office tasks like expense reports and other non-payroll expenses. Recognize that it is possible to streamline advisory services and improve efficiency
  • Understand the considerations needed to create a pricing model for your spend-management advisory service
  • Learn about the challenges involved with subscription pricing and how to overcome them
  • Walk away with best practices and a step-by-step plan to get started

NOTE: This on-demand webinar does not offer CPE