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Forecastingprofits planguru


Cost Free   CPE Credits 1.5 hours   Subject Area Practice Management (Management Advisory Services)  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
Series: CFOs and Controllers 
Course Description

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

PlanGuru is budgeting and forecasting software designed to help businesses and nonprofits make better decisions. Whether it’s a high level forecast for the bank or a detailed multi-departmental operating budget, PlanGuru can enable you (or your team) to produce a more accurate analysis in less time. PlanGuru combines a flexible framework with sophisticated yet easy-to-use forecasting tools, at a value that is unrivaled. PlanGuru users range from entrepreneurs and small businesses to multi-national manufacturers and major universities.