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Step 2 to FP&A: How to help clients make more strategic decisions with forecasting

Clients only get so much value from historical financial reporting. What they really want is for you to help them answer the questions that start with, “What will happen?” Questions like, “What will happen if I take this loan? What will happen if I hire more employees? What will happen if I add a new location?” These are all questions that historical reports can’t answer. That’s why leading firms are integrating financial forecasting into their Client Advisory Services (CAS) offerings.

In this webinar, Bruce Phillips, CPA, Managing Director and Partner at Aprio Cloud, will join Blake Oliver, CPA, Marketing Director at Jirav, to discuss how his firm created a monthly reporting package that combines the past, present, and future into a single client deliverable, giving his clients the confidence boost they need to grow and make their goals a reality.

Attendees will learn how to:

  • Create a standardized monthly reporting package that helps clients make strategic decisions
  • Effectively position and sell financial forecasting as part of your firm’s CAS offerings
  • Utilize FP&A technology to create a simple financial forecast and get the conversation started

 

Earn 1 CPE Credit

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