Technology is rapidly changing the landscape for accounting firms as many profitable services have become commoditized. In order to stay competitive and increase profitability, accounting firms need to make budgeting, forecasting, and performance review services a central part of their practice. In this 1.5 hour session we will show you how to reach an untapped reservoir of opportunity in your current practice.
Simply reviewing historical financial statements with your clients is not enough! During this session, we will provide you with the tools to implement an efficient budget building process and a framework to facilitate regular performance reviews with your clients. With these services, you will drive more insightful discussions, providing your clients more value, all while becoming a more trusted advisor. Plus, we will show you the best ways to market these services to both your current client base and to acquire new clients.
Prior to joining PlanGuru, Christian was the Worldwide Plan Analyst for the Global Technologies Group at IBM. Preceding that he had a similar role with IBM North American Operations. Christian also has experience with Wachovia Securities (now Wells Fargo) and Strategic Advisors Middle Market Investment Bank. Since joining PlanGuru, he has helped hundreds of businesses, non-profits and financial professionals build more accurate budgets, forecasts and plans in less time.