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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