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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


  • Dennis Najjar, Co-Founder, Accountingdepartment.com
  • Imre Borsanyi, CEO and Founder, IB.CPA LLC
  • Hannah Smolinkski, CEO and Founder, Clara CFO Group