Webinar Details
Course Description
Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
Attendees will learn:
- What, exactly, a CFO/Advisor does
- How to know if you're qualified to provide CFO/Advisory services
- How to replace your income with just advisory clients
- How to package and price your advisory services
- How to combine tax and advisory services (if you still want to offer tax)
- How to deliver an advisory service in a way that keeps clients coming back for more
Learning Objectives
- Identify how to determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
- Recognize how to define CFO and advisory services.
- Discover 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, CPAs, Bookkeepers, Enrolled Agents
Advanced Preparation
None
Presenter Details
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Lacey Harnar
- CFO Mentor at The CFO Project
Lacey Harnar is a CPA & Certified CFO with The CFO Project. As a CPA, she has experienced the stress and strain of many tax seasons. As someone who is passionate about intentionally designing her business and life so that each day brings joy and satisfaction, she knew a business built solely on tax work would not allow her to achieve her larger goals. As a CFO, she is not only able to achieve her business and life goals, she is able to help other business owners do the same.
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
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