Free Whitepaper
The FP&A technology champion in your CAS practice
Why they’re important, how to choose one, and how to make them successful
Client advisory services (CAS) firms looking to expand their service offerings with FP&A capabilities—such as budgeting, forecasting, and modeling—need the right technology to deliver these services effectively. This white paper provides practical guidance on selecting and supporting an FP&A technology champion. Typically, these champions are CPAs with strong business acumen, a passion for technology, and a strategic mindset. The paper explores the key qualities of a successful champion, their pivotal role in technology selection, implementation, and adoption, and the firm’s responsibility in ensuring their success. By leveraging advanced FP&A solutions, firms can generate deeper business insights, unlock new revenue opportunities, and strengthen client relationships.