Webinar

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:

1. 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
2. Identify ways to make forecasting more accurate by incorporating the operational metrics that drive the business and goals you hope to achieve
3. Build advisory deliverables and a reporting package that clients look forward to, plus a reporting cadence that inspires accountability and allows for agility