5 Steps to Spend Management Advisory
Accounting firms are increasingly using technology to offer clients a modern solution for traditional expense report management: it’s called spend management and it’s a CAS offering that’s rapidly gaining traction with firms.
Download our guide to see the steps firms can take to successfully introduce spend management services.
- The advisory opportunity in spend management services
- Defining roles & responsibilities for spend management engagements
- Setting expense management policies alongside your clients
- Identifying the ideal clients for spend management services
- How to price, package and market spend management services