Webinar Details
Course Description

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. 

Attendees will learn:

  • The average revenue of most accounting firms.
  • The number of advisory clients you'll need to double your firm's revenue.
  • How much you should be charging for advisory services.
  • How we define CFO and advisory services.
  • What business owners really want from their advisor.
  • The three types of CFO/Advisory firms.
  • How to get clients to pay you approximately $2,500 per month for advisory services.
  • The three systems you'll need to add a CFO/Advisory service to your firm.
Learning Objectives
  • Identify how to determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
  • Recognize how to define CFO and advisory services.
  • Discover which of the three types of CFO/Advisory firms is right for you.
  • Identify the three systems you'll need to add a CFO/Advisory service to your firm.
Prerequisites
  • None
Who Should Attend

Accountants, CPAs, Bookkeepers, Enrolled Agents

Advanced Preparation

None

Presenter Details
  • Adam Lean
    • CEO/Co-Founder, TheCFOProject.com

    Adam Lean is the CEO and Co-Founder of TheCFOProject.com

    Adam is a former accountant turned 2-time entrepreneur who built, scaled, and sold multiple businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Wednesday, June 19, 2024

3:00 PM EDT (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

Sign Up For Our All-Access Pass:

Unlimited Access

12+ unique premium webinars each month and 680+ hours of on-demand self-study courses.

Save Time

CPE should be about learning, not wasting time searching all over for the right training.

Save Money

Complete your CPE requirements at one affordable price.

On-the-Go Learning

Learn at your own pace from your computer, tablet, or mobile device.

Encoursa

Our Partners

Support