Webinar

How to Start a CFO Service

If you have questions about this event, please call us at 952-831-2707.

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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.

Major subjects

• 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

• 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 take this program?

• Accountants, CPAs, bookkeepers, and enrolled agents

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.