Webinar Details
Course Description
Attendees will learn how to incorporate CFO advisory services into their firms in a way that makes them both scalable (increasing revenue without a significant rise in costs) and sellable (generating consistent revenue without dependence on the firm owner).
Additional Key Discussion Points:
- What business owners truly want from a CFO/business advisory service (it’s not what you think).
- Why now is the ideal time to offer CFO/business advisory services.
- How to determine if you're qualified to provide CFO/business advisory services.
- How to attract new clients and approach existing ones.
- Pricing strategies for CFO/business advisory services.
- How to efficiently provide CFO/business advisory services.
Attendees will gain practical insights on:
- Meeting the evolving needs of business owners.
- Effectively positioning and pricing their CFO services.
- Scaling their practice without overextending resources.
By attending this session, accounting professionals will learn how to set themselves apart, increase revenue, and create more value for their clients.
Learning Objectives
- Identify the five stages each firm needs to go through to reach seven-figure revenue.
- Define what a productized CFO Advisory service is.
- Discover how to scale your team, marketing, and service delivery without financial strain.
Prerequisites
- None
Who Should Attend
Accountants looking to expand beyond compliance work into high-value advisory services.
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
Build a Scalable (and Sellable) Firm Through Advisory Services
Sponsored by The CFO Project
- Jun 11, 2025
- 2:00 PM EDT
- Credits: 1.00
FREE
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