Menu

How to Start a CFO Service

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.

Prerequisites

None

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.

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.

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

WX44419

1 CPE Credits
Accounting: 1 Credits

Registration

Member Price:
$55
Non-member Price:
$75

Registration is open through 07/08.

Monday, July 8th

5:00pm to 6:00pm

Add to Calendar