Webinar Details
Course Description

Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We’ll cover the systems you need to start your own advisory service including how to package, price and market your business. 

Learning Objectives
  • Identify what a CFO/Advisor does
  • Recognize how to know if you're qualified to provide CFO/Advisory services
  • Discover how it's possible to make $6k on the side per month with just 3 clients
  • Identify how to package, price and market your CFO/Advisory services
  • Recognize how to deliver an advisory service in less than 4 hours per month per client
Prerequisites
  • None
Who Should Attend

Accountants, CPAs, & 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
Thursday, May 30, 2024

2:00 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.

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