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.
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.
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.
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.
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.
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.
Quick Links