CPA to CFO

Overview

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We 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.

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...

• Identify exactly what a CFO/Advisor does
• Determine if you're qualified to provide CFO/Advisory services
• Replace your income with just advisory clients
• Package and price your advisory services
• Combine tax and advisory services (if you still want to offer tax)
• Deliver an advisory service in a way that keeps clients coming back for more

Highlights

The major topics that will be covered in this course include:

• The steps necessary to effectively transform a tax or accounting practice into an advisory service.
• What it means to be a CFO/advisor to small-to-medium sizes businesses.
• What qualifications are necessary to offer an advisory service.
• How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.