Webinar
How Your Firm Can Launch Higher Revenue Advisory Services via FP&A
How will your firm unlock its next phase of growth? Providing more advisory-level services is widely viewed as the key for firms of all types and sizes. And for many today, Financial Planning & Analysis (FP&A) services, delivered through Client Advisory Services (CAS) practices, are providing the fastest path to growth.
How can your firm successfully launch FP&A services for clients? In this webinar, we’ll cover six practical steps, including:
- Step 1: Setting the strategy
- Step 2: Simple budgeting & forecasting methodologies
- Step 3: Using technology to standardize FP&A deliverables
- Step 4: Identifying your first clients
- Step 5: How to staff the practice
- Step 6: Packaging and pricing FP&A services
Note: This on-demand webinar does not offer CPE credit
Panelists:
- Dennis Najjar, Co-Founder, Accountingdepartment.com
- Imre Borsanyi, CEO and Founder, IB.CPA LLC
- Hannah Smolinkski, CEO and Founder, Clara CFO Group
