5 Steps to Spend Management Advisory

Free Whitepaper

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.

Key Highlights:

  • 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