Whitepaper

Do your clients depend on your firm to shape their business strategies and help them reach their goals? This is one of the most valuable roles a firm can fill for its clients, enabled by financial planning & analysis (FP&A) services. And yet many have only just scratched the surface of what’s possible with FP&A.

How do you get started? It helps to have a month-by-month plan of activities – one that matches the reality of clients’ business planning cycles and critical needs for insights, from understanding their cash flow and identifying where they are making (or losing) money to measuring employee performance, planning for expected tax liabilities and more.

Drawing directly from the insights of firms that have successfully launched FP&A practices, we’ve developed a month-by-month guide for FP&A that matches the strategic business cycle for most clients. It’s a practical, actionable tool that firms can use to guide their work with clients throughout the year.