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Accounting FIRMs

Go-to-Market
Enablement Modules

We pride ourselves on being more than just a software company - we want to see our accounting firm partners flourish as they embark on FP&A advisory. These Firm Go-to-Market Modules help you figure out everything from how to staff your services to update your website to attract clients that are the right fit.

Firm Leader on a Growth Path

What do the modules look like?

8 workshop style 1-hour virtual classes 🔸 Hands-on homework and toolkits included 🔸Ideal for practice owners 🔸Leave with a proven plan to implement FP&A Advisory

Module 1
Practice Roles

Determine the roles and skills needed for a successful FP&A Practice. Map your current team’s skills to these FP&A roles. Plan for Cost of Services in preparation for packaging and pricing.
practice-roles

Module 2:
Packaging for Sales Growth

Specify your current firm’s deliverables and assess capabilities for additional deliverables. Understand packaging methodologies and impact on pricing.
Know your Worth

Module 3:
Pricing to Maximize Margins

Identify the practice roles and standard costs. Compute Cost of Services for each package. Determine your pricing strategy for each package using the subscription model.
packages

Module 4:
Brand Positioning and Messaging

Understand the importance of positioning before messaging. Introduce Jirav’s recommended framework for cultivating your brand promise and creating an online presence.
branding-update

Module 5:
Advanced Messaging

Compile a list of attributes that are aligned with your brand promise and targeted positioning.  Communicate aligned attributes to strategically differentiate your business online and in-person.
messaging

Module 6:
Marketing

Build upon the first five modules and bring them to life. Learn to cultivate your strategy into the form of a marketing campaign. Track leads, prospect, and customers.
marketing-growth

Module 7:
Sales

Link marketing to sales by using a toolkit.  Learn to create a two-way conversation where you discover pain points before pitching a solution.  Explore successful closing techniques.
sales

Module 8:
FP&A Advisory Rollout Plan

Upskilling and delivering FP&A services is the first phase of any rollout. In the second phase, you refine your messaging, pricing, and positioning. You become scalable in the third phase.
Open for business