Webinar Details
Course Description
In this webinar, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.
Attendees will learn:
- How to scale your practice without going broke in the process.
- How to know if you’re ready to scale your practice.
- The types of team members needed in order to scale.
- How to structure your team.
- How to build a marketing machine that scales.
- How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
Learning Objectives
- Identify the steps required to scale a firm sustainably
- Recognize the stages of a firm’s growth and identify the steps needed to progress to the next stage.
- Discover how to determine the differences between productized services and customized services as they pertain to scaling a business
- Identify the systems that must be implemented into a business before it can scale.
Prerequisites
- None
Who Should Attend
Accountants, CPAs, Bookkeepers, Enrolled Agents
Advanced Preparation
None
Presenter Details
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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
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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
CPE
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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.
Purchase options
Live Webinar
How to Build a Million Dollar Firm Through Advisory Services
Sponsored by The CFO Project
- Aug 21, 2024
- 3:00 PM EDT
- Credits: 1.00
FREE
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