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How to Start a CFO Service
Course Code:
CPALCFO1
Program Level:
Basic
Description:
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.
Program Content:
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.
Learning 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.
Who should attend:
Accountants, CPAs, bookkeepers, and enrolled agents.
Developed By:
The CFO Project
Instructor:
Adam Lean
CPE Credit:
1
Field of Study:
Accounting (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$55.00
Upcoming Dates
- 5/15/2025 @ 1:00 PM
- 5/28/2025 @ 5:00 PM
- 6/13/2025 @ 1:00 PM
- 6/28/2025 @ 9:00 AM
- 7/19/2025 @ 1:00 PM
- 7/29/2025 @ 9:30 AM
- 8/14/2025 @ 1:00 PM
- 8/28/2025 @ 1:00 PM
- 9/16/2025 @ 5:00 PM
- 10/1/2025 @ 9:00 AM
- 10/15/2025 @ 1:00 PM
- 10/29/2025 @ 5:00 PM
- 11/15/2025 @ 1:00 PM
- 11/24/2025 @ 1:00 PM
- 12/16/2025 @ 5:00 PM
- 1/2/2026 @ 5:00 PM
- 1/14/2026 @ 5:00 PM
- 1/29/2026 @ 9:30 AM
- 2/14/2026 @ 9:00 AM
- 2/27/2026 @ 9:30 AM
- 3/11/2026 @ 9:30 AM
- 3/24/2026 @ 1:00 PM
- 4/17/2026 @ 5:00 PM
- 4/27/2026 @ 1:00 PM
All times are Eastern Time Zone
