199. CAS opportunities in spend management, with Jayson Brannon and Dan Luthi
Future-Proof · Bill Sheridan of MACPA
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Show Notes
Talking about Client Advisory Services, widely known as "CAS", this week; specifically spend management. Spend management goes beyond expense management in that all company funds are brought together in one centralized location so finance leaders have full visibility to set, track, and control spend before it occurs. These spend management capabilities provide a better understanding about spending patterns, leading to more valuable client interactions and growth for firms.
To find our more about spend management trends and how firms can get started with these services, I speak to Jyson Brannon, VP of Sales & Partner Services at CPA.com and Dan Luthi, Partner at Ignite Spark Accounting.
Resources
- Accounting Today article by Kalil Merhib, "Voices Spend management: An approachable CAS opportunity"
- CPA.com Expense & Spend Management Survey Report
- Jyson Brannon, LinkedIn Profile
- Dan Luthi, LinkedIn Profile