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How to launch FP&A services in your accounting firm

FP&A services have emerged as the fastest path to growth for accounting firms, offering strategic value to clients while simultaneously boosting the firm's revenue. Recognizing the immense potential of FP&A, this new guide has been developed to assist accounting firms in launching successful FP&A services within their CAS (Client Advisory Services) practice. The guide offers six practical steps to help firms navigate this transformative journey, including:

  1. Committing to the strategy
  2. Understanding budgeting & forecasting methodologies
  3. Applying technology to standardize FP&A
  4. Identifying your first set of clients
  5. Staffing for launch and beyond
  6. Packaging and pricing