Webinar

CAS firms and professionals are regularly evaluated by their clients based on the strategic insights, reporting and real-time metrics they provide. At the heart of CAS 2.0 and the delivery next-level advisory services is the ability to more efficiently offer “the right” client reports and tools that create more success for clients and increase the strategic nature of our relationship with them.

Join our webinar, to learn more about the most commonly utilized FP&A tools, frequently requested reports, and the best practices to build them. Move beyond report building into how to package and bundle data and create insights to deliver mission critical packages that your clients rely on monthly to manage their businesses.

Case Study: Learn directly from Summit CPA about their journey to offering next-level FP&A advisory services, their client experiences and how they approach reporting and report packages.

Learning objectives:

• Review Annual Planning & Unlocking FP&A Insights
• • Compare 5 of the most commonly requested FP&A reports
  • Income statement, balance sheet, cash flow
  • Rolling forecast
  • Variance Analysis/Budget vs Actual
  • Cash Analysis
  • xP&A – Workforce, Sales
• Understand bundling reports into monthly Board/Investor/Executive packages

Note: This on-demand webinar does not offer CPE credit