Free Whitepaper
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.