Whitepaper

The road to providing advisory services to clients runs through financial planning & analysis (FP&A). Budgeting, financial modeling & projections, dashboards, KPIs – these are the FP&A tools that can transform standard accounting services into an advisory practice that delivers real, valuable, actionable insights.

Our new “6 Steps to Building Your Advisory Practice” guide developed with Jirav – the leading provider of business planning, forecasting, financial planning and analysis solutions for the accounting profession – gives you real-world insights on key aspects of your FP&A advisory strategy including:

• Packaging and pricing
• Messaging and positioning
• Key team roles and descriptions
• Marketing tools
• Sales guidance
• Rollout plans

Download this valuable resource on how to elevate your accounting practice with FP&A advisory services.