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How to Start a CFO Service

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Online/Webcast

1.00 Credits

Member Price $55.00

Non-Member Price $80.00

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.

  • Speaker - Adam Lean
  • 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

    Non-Member Price $80.00

    Member Price $55.00