What you will learn
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.
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.
Prerequisites:
None
Advanced Preparation:
None
Prerequisites:
None
Advanced Preparation:
None
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.
Accountants, CPAs, bookkeepers, and enrolled agents.
- Adam Lean
MICPA delivers the highest quality education experience.
If you are not satisfied with your course, call us at
1.855.594.4273. We will make it right.
Online-Live
Members SAVE $25
$55.00
Member
Member
$80.00
Non-Member
Non-Member
Speakers:
Adam Lean
Time:
1:00 pm - 2:00 pm
Total Credits:
1.0
Earn Up To:
1.0 OT
credits
Level:
Basic
Vendor:
CPA Crossings, LLC
MICPA delivers the highest quality education experience.
If you are not satisfied with your course, call us at
1.855.594.4273. We will make it right.