5-step guide to FP&A advisory meetings

As your firm scales its advisory services, you or your team may feel unsure of where to begin, or even a touch of imposter syndrome. How can you help clients when they know their business and industry better than you? Remember: for most client questions and asks, the client most likely knows the answer. Or at least, they’ll be able to arrive at the answer when provided with the right insights and guided conversations. As Adam Hale from Summit CPA Group puts it, your firm is simply taking a financial perspective into what the client is doing and how they’re doing it, and then “poking” at them with the right questions. The key is to pull the answers out of the client through your questions and discussions