DCPA2413. Blueprint for FP&A Advisory: Bridging the Gaps

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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

Image of Dawn Brolin

Dawn Brolin

CPA, CFE
CEO
Powerful Accounting Inc
Image of Mike Triantos

Mike Triantos

VP Sales and Marketing
Jirav