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Step 1 to FP&A: How to automate and streamline monthly reporting for clients

How much “advisory” does your firm provide as part of its Client Advisory Services (CAS) offerings? If your firm is like most, there is still much work to be done in expanding beyond bookkeeping and outsourced accounting, and into forecasting, budgeting, and strategic business planning. For many, the challenge is finding the time, especially when the monthly reporting process is highly manual. But new tools are making it possible to automate month-end tasks, saving time and freeing up resources for CAS professionals to focus on more strategic advisory services – a critical step in increasing firm revenue.

In this webinar, Cathy Becker, Senior Controller at AccountingDepartment.com will join Blake Oliver, CPA, Director of Marketing at Jirav to discuss how the firm migrated clients to Jirav’s all-in-one financial planning and analysis solution, how this move impacted the services they’re offering to clients today, and how they’ve been able to successfully upsell clients to forecasting, budgeting, and other strategic services.

Attendees will learn how to:

  • Recognize inefficiency in the monthly reporting process and how it impacts growth
  • Implement a solution to standardize and speed up monthly reporting to clients to free up time to work on adding higher-value services
  • Utilize FP&A technology to improve the monthly reporting deliverable and create a system of intelligence to deliver greater insights to clients
  • Engage in more strategic conversations while adding forecasting and budgeting advisory services in a systematic way to increase firm revenue

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