Free Webinar

What are your small business clients looking for? Another way to pay. With inflation persisting, having choices when it comes to payments is helpful to keep cash flow in check. A strategic, tech-enabled spend management approach helps organizations understand their financials in real time, and that’s where your firm can play a major advisory role.

In this webinar, CPA.com’s Kim Blascoe is joined by former CPA and technology expert Richard Corn from BILL to discuss how firms can set their clients up to leverage business cards with automated expense management – shifting to a customizable process with physical and virtual cards that precisely control spend before it happens.

Learning objectives:

1. Recognize how spend management technology, including software-controlled physical and virtual cards, enables clients to proactively budget.
2. Identify advisory opportunities that exist when shifting from reactive expense management to a modern, proactive spend and expense management process.
3. Recall the benefits of an integrated financial operations tech stack and the impact it has on automation, efficiency, and time savings.
4. Differentiate between different payment modalities and rails, and recognize the benefits of each.