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Step 3 to FP&A: Scaling CFO advisory services with a prescribed rigor and cadence

After tax planning and bookkeeping, what services do clients want most from their accountant? Over half of established business owners say that they want more monthly management reporting, cash flow forecasting, and strategic planning. In other words, they want their CPA to act like a CFO. And if you want to grow your practice, adding CFO services is one of the best ways to do it.

Join us for the final part of our three-part webinar series exploring how you can increase the value of your CAS practice by shifting client deliverables from hindsight to foresight. In this panel discussion, Dan Gertrudes, CEO and Co-Founder of GrowthLab, will join Blake Oliver, CPA and Marketing Director at Jirav, to discuss how their firms provide CFO services to clients.

Attendees will learn how to:

  • Communicate the value of the Finance-as-a-Service (FaaS) concept to clients and the firm
  • Offer financial management, accounting, and strategic planning as part of a holistic approach in your Client Advisory Services (CAS) practice
  • Communicate the value driver-based financial modeling using financial planning and analysis (FP&A) software
  • Create rolling forecasts and flexible budgets for clients without the need for complex spreadsheets or Excel wizardry

Earn 1 CPE Credit

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