Course Description

Join this transformative webinar to learn how to double your accounting firm's revenue through CFO and advisory services. In this session, you will learn essential insights, including the average revenue benchmarks for firms, the number of advisory clients required to achieve your revenue goals, and the ideal pricing strategy for advisory services. Discover the core principles of CFO and advisory services, what business owners truly desire from their advisors, and the three distinct types of CFO/Advisory firms available.

Attendees will uncover effective tactics to secure clients willing to invest approximately $2,500 monthly in advisory services and gain insights into the vital systems needed for seamless integration. This webinar will equip you with the knowledge and tools to determine client targets, pricing models, and the right fit for your firm, propelling your accounting practice toward significant revenue growth.

Learning Objectives

• Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue
• Recall how to define CFO and advisory services
• Determine 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 looking to expand beyond compliance work into high-value advisory services.