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CPA to CFO

 Various
 
1.0
Registration is Open
Price
$55.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Sat, 06/14/2025 from 1:00 pm to 2:00 pm
 Mon, 06/23/2025 from 1:00 pm to 2:00 pm
 Fri, 07/18/2025 from 3:00 pm to 4:00 pm
 Tue, 07/29/2025 from 5:00 pm to 6:00 pm
 Mon, 08/11/2025 from 1:00 pm to 2:00 pm
 Wed, 08/27/2025 from 1:00 pm to 2:00 pm
 Wed, 09/17/2025 from 9:30 am to 10:30 am
 Fri, 10/03/2025 from 3:00 pm to 4:00 pm
 Thu, 10/16/2025 from 9:30 am to 10:30 am
 Fri, 10/31/2025 from 5:00 pm to 6:00 pm
 Thu, 11/13/2025 from 3:00 pm to 4:00 pm
 Sat, 11/29/2025 from 1:00 pm to 2:00 pm
 Thu, 12/18/2025 from 9:30 am to 10:30 am
 Tue, 12/30/2025 from 5:00 pm to 6:00 pm
 Tue, 01/13/2026 from 5:00 pm to 6:00 pm
 Mon, 01/26/2026 from 5:00 pm to 6:00 pm
 Fri, 02/13/2026 from 5:00 pm to 6:00 pm
 Thu, 02/26/2026 from 9:30 am to 10:30 am
 Sat, 03/14/2026 from 1:00 pm to 2:00 pm
 Mon, 03/23/2026 from 5:00 pm to 6:00 pm
 Mon, 04/13/2026 from 1:00 pm to 2:00 pm
 Tue, 04/28/2026 from 5:00 pm to 6:00 pm
Designed For:

Accountants, CPAs, bookkeepers, and enrolled agents.

Prerequisite:

None

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.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.

Objectives

After attending this presentation, you will be able to...

  • Identify exactly what a CFO/Advisor does
  • Determine if you're qualified to provide CFO/Advisory services
  • Replace your income with just advisory clients
  • Package and price your advisory services
  • Combine tax and advisory services (if you still want to offer tax)
  • Deliver an advisory service in a way that keeps clients coming back for more

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.