Webinar

Client Advisory Services (CAS) is one of the fastest growing practice areas for business advisory firms across the country. One of the anchor offerings within the CAS practice is Financial Planning & Advisory services. Increasingly, clients are looking to their outsourced accounting professionals to provide actionable business insights that can only come through comprehensive planning, budgeting, forecasting, modeling and performance management.

Please join CPA.com’s VP of Strategic Alliances, Michael Cerami, and a panel of experts as they discuss the core elements of building a successful FP&A service.

Learning objectives:

• Examine how firms quickly ramped up their financial analytics maturity to meet the demand for higher value advisory services
• Learn how all-in-one financial planning & analysis tools have been integrated with existing accounting systems to enhance and automate monthly client reports, deliver real-time insights across accounting, workforce, and operational data
• Understand the benefits of driver-based financial modeling as a platform to provide strategic business planning for clients
• Implement best practices that have emerged for your CAS practice to further deepen client relationships