Bill / Divvy

Divvy is a card-based spend management software solution to help SMBs budget and monitor spend in real time. (recently acquired by Bill)

Task

As accounting firms see tax-related and bookkeeping services become automated and commoditized they are looking to get into advisory services. We want to showcase the advisory opportunity in offering spend management as a service to SMB clients.

5 steps to spend management advisory guide | Social post | Email

5 steps to spend management advisory guide

While accountants are intrigued by spend management technology some of them don’t know where to start when it comes to offering this service. The 5 step guide walks through everything an accounting firm needs to do in order to successfully launch this advisory service.

Social post

We designed a social media ad to promote our 5 steps to spend management advisory guide.

Email

This is an email that we wrote and designed to promote the 5 steps to spend management advisory guide.

Let’s Get Started

If you’re the leader at a Fintech company, and you’re ready to take
your marketing to the next level, let’s connect.