Webinar

Join us for an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach. You’ll discover proven strategies to control budgets in real-time, automate data capture, mitigate risk, and offer clients greater financial visibility. Whether you currently provide transactional accounting or already deliver higher-level advisory, this session will equip you with insights to strengthen your CAS practice through modern spend management solutions.

Learning objectives:

1. Identify the core differences between traditional expense management and proactive spend management.
2. Recognize key technology tools that streamline and enhance real-time budget monitoring for CAS practices.
3. Recall critical metrics and indicators that demonstrate spend management’s impact on business performance.
4. Select effective spend management processes and policies that align with diverse client needs.
5. Distinguish how spend management advisory can expand your CAS offerings from transactional to more strategic, higher-value services.