CPAs can greatly increase their value by shifting the paradigm as to why proactive budgeting is important. Join Melissa Diaz, CFO and Partner at High Rock Accounting, as she describes how CPAs can help their companies and clients understand why proactive budgeting is more important than ever. In the past year, many companies have rethought their budgets, implemented new cost-saving measures, and looked for ways to get real-time operational data. This shift presents an opportunity for CPAs to be at the forefront of helping organizations visualize their paths, determine goal requirements, and elevate their budgeting processes. 

Learning Objectives:

• Summarize budgeting vs. forecasting


• Identify how to best pitch a budget project internally or to your client


• Determine how to increase value, monitor progress, and make adjustments along the way


• Identify how to handle questions that arise