For accounting firms looking to grow and offer more value for their clients, implementing financial planning and advisory services is often the first step. But making the leap into advisory can be intimidating, especially when there’s a lack of knowledge and understanding of FP&A and why it matters. In this webinar, we’ll explore this topic with Dawn Brolin, CPA, CFE, where she’ll walk through her journey into advisory services and how she’s helping deliver more value to her clients with Jirav. In this webinar we'll cover:
- What FP&A is, and why it’s valuable for firms and their clients
- How to develop a strategy for implementing advisory services
- How to leverage technology to deliver high-value services and insights
- Real-life examples of client success through advisory
Dawn W. Brolin, CPA, CFE is the founder of Team Brolin and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives. Her latest book is The Designated Motivator for Accounting Professionals: The Proven Path to Increase Profitability and Productivity in Your Practice. Dawn is the CEO of Connecticut-based CPA firm, Powerful Accounting Inc.,and the owner of Fight Against Fraud, a training organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks.
Mike Triantos is Head of Partnerships at Jirav where he empowers and supports the accounting community to serve their clients with FP&A advisory services. He is also responsible for building new partnerships to introduce more of the nation’s six million small businesses to Jirav. Mike came to Jirav after successful executive roles at three HR industry disrupters: Gusto, where he helped scale the accounting program; TriNet, where he played an integral role in developing the company’s sales, marketing, and channel strategies; and Zuman, where he served as co-founder.