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:
The CFO Project
Co-Founder
[email protected]
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.