November 16 | 11 am PT: Spend Management Advisory: How to price, position and productize

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Title: Spend Management Advisory: How to price, position and productize

Speaker: Jody Grunden, Summit CPA, Jake Grimm, Summit CPA, and Zac Heinz, Divvy

Date/Time: November 16, 2022 | 11:00 am PT

Description: In this webinar we show you the technologies that can automate your clients’ manual processes for expense reports and other non-payroll expenses. You’ll see that it’s possible to close client books faster and more accurately, and the resulting cashflow insights will enable you to manage client budgets and mitigate fraud.

Learning Objectives:

  • Learn how technology can automate manual back-office tasks like expense reports and other non-payroll expenses. Recognize that it is possible to streamline advisory services and improve efficiency
  • Understand the considerations needed to create a pricing model for your spend-management advisory service
  • Learn about the challenges involved with subscription pricing and how to overcome them
  • Walk away with best practices and a step-by-step plan to get started
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