Remove accounting firms Remove Expense Management Remove Spend Management
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Navan Launches Travel and Expense Management System for Accounting Firms

CPA Practice

Navan, a major provider of travel and expense management reporting, has launched the Navan Accountant Console, a centralized dashboard that streamlines spend management for accounting firms supporting multiple clients, users, and products. It’s a total game changer.”

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Spend Management is the Next Focus for Client Accounting Services

CPA Practice

Given recent economic fluctuations, it’s understandable that many SMBs are looking for simple, efficient ways to better understand what is happening with their expenses. Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.

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How Virtual Cards Can Help Businesses Stay On Top Of Spend Management

PYMNTS

Some firms have better adjusted to new digital tendencies than others, especially when it comes to keeping track of B2B payments and spend management. The [pandemic] has brought attention to the need to review expenses. Virtual cards also facilitate easier tracking and categorization for expense management.

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Spend management: An approachable CAS opportunity

Accounting Today

It's a low-hurdle opportunity that firms can embrace to start quickly making the shift into client advisory services.

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How Client Conversations Can Turn Tax Season Into Opportunity Season

CPA Practice

For many accountants, busy season can certainly feel more like “survival season” – last year, nearly 200 million individual and business tax returns were filed , with accountants shouldering a large portion of the work.

Tax 121
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Virtual Cards Help Companies Manage Spend In Real Time

PYMNTS

It is no longer feasible to wait until the end of the month to handle expense reports and supplier payments, forcing firms to search for digital innovations that can keep their cash flow in check. About The Playbook.

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CAS 101: Building a CAS Practice

CPA Practice

The answers to these questions will help you determine where resources could be invested to simultaneously strengthen your existing offerings and prepare your firm for CAS offerings. It is also worthwhile which client industries accounting firms are most often serving with their CAS offerings. By Jane Willis.