Client Advisory Services (CAS) is an area of rapid growth and adoption among accounting firms. According to the 2022 CAS Benchmark Survey from CPA.com and the AICPA, accounting firms which offered CAS services reported a median growth rate of 16% over the previous year, with double-digit growth being the norm since 2018. This growth is a result of clients looking to their CPAs and accounting firms to create efficiencies and deliver the holistic insights they need to make proactive business decisions.
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What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
How to use the BILL Financial Operations Platform to evolve your CAS practice
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
In this guide, we’ll go over the most important topics for you to cover when training your staff on how to use and implement BILL Spend & Expense in your firm's offerings.
One area where you can advise your clients is in the creation of an expense policy for their business.