Webinar Details
Course Description
Learn the Strategies to Become a CFO for Small Businesses.
Discover how to earn $192,000 per year as a CFO for small businesses.
If you're tired of competing on price, working long hours and/or just want to have more of an impact on your clients' lives you need to become a CFO to small businesses.
Here's what you'll learn in this free training:
- How to launch a CFO Advisory practice or add a CFO Advisory service to your existing practice.
- What, exactly, a CFO to small businesses does.
- The 'day in the life' of a small business CFO.
- How to become a CFO while continuing to run your tax or bookkeeping practice or while employed as an accountant.
- How to find CFO clients (hint: you can't market yourself as a CFO).
- How to make $192,000 per year in less than 20 hours per week.
Learning Objectives
- Please refer to the course description.
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, 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
How to Become a CFO to Small Businesses
Sponsored by The CFO Project
- Aug 7, 2025
- 3:00 PM EDT
- Credits: 1.00
FREE
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