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Annual Operating Plans Help clients forge a path towards their financial goals

In today's economic climate, it's more important than ever for those offering Client Advisory Services (CAS) to partner with their clients to build strategic business plans for continued growth and profitability. As a trusted advisor to your clients, you play an instrumental role in listening to their needs and forging the path towards their financial goals.

In this webinar, Jirav and Paychex will share best practices on how to transform the annual planning process into a higher-value service for CAS clients and one that creates a recurring-revenue stream for your firm. We will provide a framework for creating a strategic plan including goal setting, driver-based model building, forecasting & budgeting, and ongoing goal tracking using advanced reporting and dashboarding tools.

Learning objectives:

  • Identify the benefits of driver-based financial modeling for strategic business planning
  • Develop KPI dashboarding that drives greater business results for clients by combining financial and non-financial information
  • Combine workforce data with financial and operational data to build more accurate forecasts, budgets, and informed hiring decisions

This on-demand webinar does not offer CPE credit