Today's client advisory services (CAS) conversations toggle back and forth between advisory vs. accounting – is it one or the other, or both? Understanding the elements of CAS and the maturity model that supports the practice area will set the foundation for sustainable firm growth. With multiple areas of advisory available to accounting firms, there is one option that is approachable and a low lift to implement – it's spend management. This proactive approach to expenses and transactional work can enhance your client relationships, save your clients money and increase both client and firm efficiency.

During this webinar, our speakers will guide you through the evolution of expense management to spend management and how they're different, best practices to approach client conversations, and what role technology will play. You'll walk away understanding the entry point for sustainable growth and the key to higher level advisory services.

Learning Objectives:

• Distinguish the difference between expense management and spend management, and how to apply both services.
• Identify the CAS maturity model and the elements that will contribute to firm growth.
• Recognize a variety of best practices for immediate implementation and identify client communication strategies.