Spend Management

The next CAS opportunity for accounting firms

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Client Advisory Services (CAS) is an area of rapid growth and adoption among accounting firms, as clients look to their CPAs and accounting firms to create efficiencies and deliver the holistic insights they need to make proactive business decisions.

Now, there’s opportunity for CAS practices to help their small and midsize business (SMB) clients control spend, and use the insights from expense management data to proactively advise clients about forecasting, planning, and business-related decisions.  

This survey report explores the opportunities presented by spend management, including the pain points experienced by SMBs and how accounting firms can help them. It also captures insights from accounting firms that showcase their knowledge of spend management advisory and their plans to offer the service to clients.

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