Small and midsize businesses (SMBs) face challenges tracking expenses, especially in today's uncertain economic climate. To address this, traditional expense management solutions fall short, as they only track expenses after they occur. Accountants can play a crucial role by utilizing modern spend and expense management tools to offer clients proactive insights into their cash flow, aligning with what SMBs seek. Unlike manual retroactive expense reports, modern solutions offer real-time data insights. This proactive approach helps SMBs predict cash flow accurately, reduce errors, and streamline processes. These solutions also bring the perks of personal credit cards to business transactions, with benefits like budget setting, cash back rewards, and streamlined expense tracking, eliminating the hassle of expense reports. Expanding a Client Advisory Services (CAS) practice to offer spend and expense management is a natural extension, as SMBs seek holistic counsel.