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DCPA2413
Blueprint for FP&A Advisory: Bridging the Gaps
Date
December 10, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2024 Digital CPA Conference
This session will delve into the strategic aspects of launching an FP&A advisory practice. Gain valuable insights and practical guidance on staffing, packaging and pricing, and the key factors in identifying your ideal customer profile. This session will equip you with the knowledge to effectively position your FP&A services in the market.
Learning Objectives
- Assess your firm's maturity state around people, process, and technology for Business Insights Advisory
- Formulate a business plan that sets realistic short, mid, and long-term goals for Business Insights Advisory
- Evaluate your go-to-market strategy by defining your ideal customer profile (ICP) and developing a FP&A price and packaging structure that maximizes your Business Insights Advisory profitability
- Contrast your Financial Insights and Business Insights Advisory services to develop a holistic plan and set of services that optimizes your customer journey
Speakers
Dawn W. Brolin, CPA, CFE
CEO, Powerful Accounting Inc
VP Sales and Marketing, Jirav
General
Session Categories
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