Episode 106 - 5 Things Practitioners Need to Focus on in 2025 - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Transforming CPA Firms: Embracing FP&A and Technology
This chapter emphasizes the critical role of financial planning and analysis (FP&A) for CPA firms, advocating for a blend of financial and non-financial insights in advisory services. It explores the need for firms to specialize while expanding service offerings, alongside rethinking outsourcing and adapting to new technology trends. With a focus on innovative practices, the chapter outlines strategies for enhancing client advisory services and preparing for future challenges in the accounting landscape.
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