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From CPA to CFO: Advisory Service Strategies for Tax Professionals

FROM CPA TO CFO: ADVISORY SERVICE STRATEGIES FOR TAX PROFESSIONALS

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 14, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. Our presenter will 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.

In this webinar, accountants and CPAs will discover how to rely less on tax season and use their expertise to help business owners have a better future. This webinar is designed for CPAs but is also applicable to enrolled agents and accountants.

Learning Objectives:


  • Identify what, exactly, a CFO/Advisor does

  • Recognize how to know if you're qualified to provide CFO/Advisory services

  • Evaluate how to replace your income with just advisory clients

  • Outline how to package and price your advisory services

  • Demonstrate how to combine tax and advisory services

  • How to deliver an advisory service in a way that keeps clients coming back for more

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

About Our Presenter

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TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through our exclusive membership program, we provide training, community, and support to accountants who have a heart for helping business owners improve their business.