How to Start a CFO Service
Overview
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Delivery Method: Individual webcast
CPE Credit: Accounting
Program Level: Basic
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Highlights
The major topics that will be covered in this course include:
- What business owners really want from a CFO/business advisory service (it's not what you think).
- How to determine if you're qualified to provide CFO/business advisory services.
- Why now is the right time to be providing CFO/business advisory services.
- How to get new clients to your practice and how to approach existing clients.
- Why clients need you and why you need them.
- How much you should be charging for this type of service.
- How to provide a CFO/business advisory service in the most efficient way possible.
Prerequisites
None
Designed For
Accountants, CPAs, bookkeepers, and enrolled agents.
Objectives
After attending this presentation, you will be able to...
- Recognize what business owners are looking for in a CFO/business advisor.
- Identify the steps required to start and offer a CFO service to business clients.
- Recall a proven 6-step system to conduct a CFO service that gets results.
- Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.
Preparation
None
Leader(s):
Leader Bios
Adam Lean, The CFO Project
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to help them make more money and gain peace of mind. He currently leads The CFO Project, a mentorship and training company that equips accountants, CPAs, bookkeepers and Enrolled Agents with the skills to offer outsourced CFO and business advisory services.
The CFO Project has over 450 financial professionals committed to growing their firms through high-value advisory services.
Non-Member Price $55.00
Member Price $55.00