Webinar
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How Advisory Firms Can Build 2025 Plans With Clients
In today's unpredictable economic landscape, having a robust annual plan is crucial for businesses to navigate challenges and seize opportunities. As companies face fluctuating markets and evolving consumer demands, a well-structured annual plan provides the clarity and direction needed to stay resilient and achieve long-term success. Join Evan Wells, VP of Accountant Growth at Jirav, and Natalie Miller, CPA & Senior Manager, Outsourced & Managed Services CFO at Eide Bailly, as they dive into how you can set your clients up for success in 2025 with a solid plan.
Learning objectives:
- Recognize best practices for setting up annual budgets for clients and collaborating on departmental budgets to control costs and keep everyone on the same page
- Identify ways to make forecasting more accurate by incorporating the operational metrics that drive the business and goals you hope to achieve
- Build advisory deliverables and a reporting package that clients look forward to, plus a reporting cadence that inspires accountability and allows for agility