Course Description

Accountants under today's industry pressures can often feel stuck working harder than ever, but not getting ahead. The market has quietly pushed accountants into what experts call the Accountant's Trap: low fees, commoditized services, demanding clients, and burnout baked into the calendar. The real trick is that no amount of effort inside the trap will get them out of it.

In this session, Lacey Harnar, CPA and Certified CFO, explains how this happens, why CFO Advisory is the key, and shares the key monthly responsibilities required when serving small and medium business owners. Attendees will review the real numbers behind a 10-client advisory practice and determine the practical steps required, both technical and personal, to excel with this approach.

Learning Objectives

• Recognize the four forces that create the Accountant's Trap and why traditional firm strategies can't solve them
• Distinguish CFO Advisory services from enterprise CFO work and from traditional compliance work
• Describe the monthly workflow a CFO Advisor follows with each client
• Assess the personal and technical skills most predictive of CFO Advisory success

Prerequisites

• None

Who Should Attend

Accountants, CPAs, Bookkeepers, Enrolled Agents