Summit CPA's journey into a multimillion-dollar client advisory services (CAS) practice, boasting an impressive 72% average gross profit margin, is not luck but a result of the strategic adoption of cutting-edge accounting technologies. These technologies have become pivotal in automating manual, labor-intensive back-office processes, allowing their team to pivot towards providing high-value advisory services, including the crucial area of spend management.

The realm of spend management advisory services is an emerging powerhouse within the CAS offerings, and through this webinar, you'll gain firsthand insight into Summit CPA's successful approach. Learn from their experiences in effectively pricing, positioning, and packaging these services into a highly profitable and scalable CAS practice.

We'll delve into the specifics of the transformative technologies that can revolutionize your clients' approach to handling expense reports and other non-payroll expenses. Discover how it's not just feasible but highly advantageous to expedite the closing of client books with enhanced accuracy. This forward-thinking approach, in turn, offers invaluable insights into cash flow dynamics that can aid in streamlining client budgeting processes and mitigating fraud.

This webinar promises to provide you with the key insights and tools needed to elevate your own CAS practice to new heights while maintaining the highest standards of service delivery and client satisfaction. Remember, the success of Summit CPA is not an exception; it's a result of adopting innovative practices that you too can leverage. Join us to start your journey towards a more profitable and efficient CAS practice.

Learning Objectives: 

• Describe how technology can automate manual back-office tasks like expense reports and other non-payroll expenses


• Evaluate possibilities of streamlining advisory services and improving efficiency


• Identify considerations needed to create a pricing model for your spend-management advisory service


• List challenges involved with subscription pricing and how to overcome them


• Compile best practices and a step-by-step plan to get started