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6 Steps to Building Your Advisory Practice

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.