Webinar Details
Course Description
Transform your career from burnout to a fulfilling balance by becoming a high-earning CFO Advisor! This course guides you to transition from merely keeping records to actively assisting business owners in shaping a prosperous future. Many bookkeepers find themselves caught in "The Bookkeeper’s Trap," a cycle where low fees and demanding clients lead to professional burnout.
You will learn what a CFO Advisor truly does and how to determine your qualifications to provide these valuable services. Additionally, this session will cover strategies for effectively packaging, pricing, and marketing your bookkeeping and advisory services, while also addressing imposter syndrome and techniques for delivering impactful advisory services.
Learning Objectives
- Identify the key responsibilities of a CFO Advisor and how they differ from traditional bookkeeping roles
- Determine your readiness to transition into CFO Advisory services by assessing your skills and experience
- Outline effective strategies for packaging and pricing your advisory services to attract clients
- Describe methods for marketing your bookkeeping and advisory services to generate new business opportunities
Prerequisites
- None
Who Should Attend
Bookkeepers, Accountants, CPAs, Enrolled Agents
Advanced Preparation
None
Presenter Details
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Adam Lean
- CEO/Co-Founder, TheCFOProject.com
Adam Lean, Co-founder and CEO, The CFO Project
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to help them make more money and gain peace of mind. He currently leads The CFO Project, a mentorship and training company that equips accountants, CPAs, bookkeepers, and Enrolled Agents with the skills to offer outsourced CFO and business advisory services. The CFO Project has over 450 financial professionals committed to growing their firms through high- value advisory services.
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
Becoming A CFO Advisor: Steps To Transition From Bookkeeper To Strategic Leader
Sponsored by The CFO Project
- Sep 14, 2026
- 2:00 PM EDT
- Credits: 1.00
FREE
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