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Concurrent Session Onsite and Online

DCPA2306. Building a Spend Management Advisory Practice: How to Price, Position and Productize Your Offering

Have you considered adding spend management services to your CAS practice? By automating your client’s manual processes around expense reports and other non-payroll expenses, you will help close their books faster and more accurately. Additionally, the cash flow insights will enable you to proactively help monitor and manage budgets and prevent fraud. Spend Management advisory services is a fast-growing category of service delivery within CAS offerings. Our panel will discuss how to scale your CAS practice and how to price, position, package your services into a profitable and high growth CAS practice.

Learning Objectives:

  • Determine the considerations needed to create a spend management pricing model.
  • Analyze streamline spend management advisory services and improve efficiency and increase revenue.
  • Identify the challenges involved with subscription pricing and how to overcome them
  • Use best practices and a step-by-step plan to get started to build a spend management advisory service line.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Accounting
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
TCH
DCPA