Webinar: How to Start a CFO Service

WC825  |  Course  |  Basic  |  Scheduled

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. T

Credits

Number of Credits Type of Credits
1.00 Accounting

Designed For

Accountants, CPAs, bookkeepers, and enrolled agents.

Prerequisites

None

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.

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.

Preparation

None

Notes

Webinar Day - HELP and Assistance Instructions

  1. The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.

Prices

Member (Early Bird)
$55.00
Non-Member (Early Bird)
$55.00
Member
$55.00
Non-Member
$55.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com
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