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DCPA2207
How to Price and Position FP&A Services
Date
June 9, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA & CIMA ENGAGE 2022:
This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2022)
This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2022)
Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.
Learning Objectives
- Assess the value that FP&A technology and services add to CAS practices
- Determine whether a client is ready or not ready for FP&A services
- Evaluate options to solve client problems with FP&A services and software solutions
- Recognize effective approaches to pricing & positioning FP&A services
Speakers
Becky Munson CPA, CITP, CPA
Partner, EisnerAmper
Partner/Director of Business Accounting Services, Creative Planning Business Services
Adam Hale, CPA
Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
Robin Thieme, CPA, CITP, CGMA
Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
VP Sales and Marketing, Jirav
Tracks
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