Spend Management CAS

This page includes helpful resources for expanding your CAS practice—including how Divvy can help and how those offerings can make your firm more marketable.

  • Divvy Guide to CAS

    Divvy Guide to CAS

    This guide is full of information on how to make spend management part of your client advisory services and tips on how to talk about it with your clients.

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  • The Next CAS Opportunity for Accounting Firms

    The Next CAS Opportunity for Accounting Firms

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  • 5 Key Elements of Effective Spend Management

    5 Key Elements of Effective Spend Management

    Take a look at the five key benefits of automating spend management with Divvy, a Bill spend and expense management solution.

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  • How Tax Season Creates New Opportunities for CAS and Client Spend Management One-Pager

    How Tax Season Creates New Opportunities for CAS and Client Spend Management One-Pager

    Since your firm's tax professionals have already established relationships, they're ideally positioned to discover if spend management would benefit their clients. Here's how they can begin.

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  • Adopting a Proactive Approach to Client Expenses with Spend Management

    Adopting a Proactive Approach to Client Expenses with Spend Management

    Welcome to the next evolution of addressing expenses, one that follows the principles of spend management.

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  • Want a True Representation of Client Spend? Look Beyond Typical Expenses.

    Want a True Representation of Client Spend? Look Beyond Typical Expenses.

    Expense management is one small part of a bigger discipline: spend management. And if you’re only working with typical expenses, you’re missing opportunities for your firm and your clients.

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  • How to Create an Employee Reimbursement Policy

    How to Create an Employee Reimbursement Policy

    Out-of-pocket expenses increase when your employees travel, host events, or work closely with customers. Do you have a plan to effectively manage employee reimbursements?

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  • Five Reasons Why Business Budgets Fail and How to Help Them Succeed

    Five Reasons Why Business Budgets Fail and How to Help Them Succeed

    Business budgets are prone to failure if proper strategies aren’t followed. Here are 5 reasons why business budgets fail and simple ways to help them succeed.

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  • 7 Steps to Choosing the Right Business Credit Card

    7 Steps to Choosing the Right Business Credit Card

    Choosing the right business credit card for your company can give you better access to capital, help you manage online expenses, and lets you take advantage of rewards that fit your needs.

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  • How to Talk About Divvy with Your Clients

    How to Talk About Divvy with Your Clients

    Here are some of the biggest concerns we've heard from clients when they're considering switching to Divvy switching to Divvy—and how to respond to them.

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  • How Divvy Helps Your Business Build Credit History

    How Divvy Helps Your Business Build Credit History

    Here's how you can use Divvy to build credit history and credit score for your business simply by paying on time.

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  • The Fundamentals of Business Lines of Credit

    The Fundamentals of Business Lines of Credit

    A business line of credit lets a company borrow up to a certain amount of money from a lender with the intention of paying it back.

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  • Three Dangers of a Shared Credit Card

    Three Dangers of a Shared Credit Card

    Here are the top three dangers of a shared credit card and what you can do to avoid the risks.

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