icon image for whitepaper

Mastering FP&A client advisory meetings: Proven strategies from leaders in the field

Financial Planning & Analysis (FP&A) services have emerged as one of the most important sources of revenue growth and deeper client relationships for firms. And for clients, they provide the valuable insights they need to make smarter, more informed decisions affecting their business strategies. It’s no wonder that a growing number of firms are actively implementing FP&A strategies today.

A steady cadence of disciplined, focused client meetings is the engine of successful FP&A engagements, providing regular touchpoints that supply firms with the information they need to deliver advisory-level insights, giving clients valuable opportunities to examine and understand those insights and providing rich opportunities for building lasting relationships.

In this eBook, CPA.com draws directly from the experiences of FP&A leaders to create the practical guide to conducting great FP&A advisory meetings, including specific details on everything from which meetings are most important, when they should take place, who should participate in them, and how to get the most value out of them. Whether your firm has already launched its FP&A services or is only in the planning stages, this eBook is a must-read.