Watch On Demand
Beyond AP Automation: Unlocking Higher Margins for CPA Firms
Most CPA firms absorb 6–10 hours of AP cleanup per client every month — and bill $0 for it. The root cause isn’t the AP process. It’s the absence of spend controls before the invoice ever arrives. This session shows you how to stop absorbing that work and start billing for it.
- Diagnose any client in under 10 minutes using the Spend Control Maturity Model — a 4-stage framework that shows exactly where each client is and what it takes to move them up
- Structure a Spend Advisory service tier that packages the work you’re already doing into a billable, repeatable CAS offering with clear deliverables and pricing
- Follow a 90-day pilot roadmap to go from reactive AP cleanup to proactive spend advisory — starting with the 1–2 clients you already have in mind
CAS firms that move clients to Stage 3 spend controls report up to 3× more revenue per client — with significantly less unbilled time absorbed per month.
Register Here
Watch any time.
The AP problem, the maturity model, the billable fix — and the 90-day roadmap to get there
Four topics, 50 minutes, one CPE credit. Each section builds on the last, from diagnosing the root cause to walking out with a service offering you can price and pitch.
Why AP automation doesn't solve the actual problem
By the time an invoice arrives, the spend has already happened. We'll map the full procure-to-pay cycle and show exactly where the cleanup work originates — so you can intervene upstream instead of cleaning up downstream.
The Spend Control Maturity Model
A 4-stage diagnostic framework — from Reactive (Stage 1) to Advisory (Stage 4) — that you can run with any client in under 10 minutes. Most clients are at Stage 1 or 2. The session shows you what it takes to move them to Stage 3.
How to package Spend Advisory as a billable CAS service tier
A 3-tier service structure with scope, deliverables, and pricing guidance — built on work your firm is already doing. Includes a client conversation framework and objection handling for the four most common pushbacks.
A 90-day roadmap from first client to formalized offering
Days 1–30: identify and assess. Days 31–60: implement controls. Days 61–90: document ROI and formalize the tier. Walk out with a concrete plan for the one or two clients you already have in mind.
The numbers behind what we'll cover on May 5
3×
More revenue potential when CAS firms move clients from reactive AP to proactive spend advisory
ProcureDesk internal analysis
10+
Hours per week that accounting teams spend on procurement tasks that could be automated or prevented
Spend Control Playbook, ProcureDesk
20%
Cost increase that unauthorized and maverick buying can add to a client's annual spend
Indirect Procurement Software, ProcureDesk
Built for CPA firms managing client finances day-to-day
This session is designed for practitioners who handle outsourced accounting for business clients — and want to turn reactive AP work into a higher-margin, billable advisory service.
CPA Firm Partners & Managers
You run a CAS practice or are building one. You manage outsourced accounting for mid-market clients and absorb AP cleanup work that never makes it onto the engagement letter.
CFOs & Controllers at CPA Firms
You oversee finance operations for clients on QuickBooks, Sage Intacct, NetSuite, or Microsoft Business Central — and want better upstream spend visibility before the invoices arrive.
CAS Practitioners Expanding Their Services
You already handle AP for clients but aren't fully billing for it. You're looking for a framework to formalize that work into a defined service tier with repeatable delivery and clear pricing.
Best fit: CPA firms serving clients with 50–500 employees on QuickBooks, Sage Intacct, NetSuite, or Microsoft Business Central. Medium firm, large firm, CFO or Controller level.
The work is already in your schedule. You just need to start billing for it.
One 50-minute session. A diagnostic framework, a service structure, and a 90-day roadmap you can apply the same week. Plus 1 CPE credit, NASBA approved.
Free to attend · No vendor pitch · Recording sent to all registrants
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