Course Description

Every business has numbers. Very few have direction. The small business owners you already work with are making decisions without someone who can connect the financial picture to the actions they need to take. That gap is the foundation of CFO Advisory -- a structured monthly service built around one goal: consistent, positive cash flow.

In this session, you'll get a practical, week-by-week roadmap for launching a CFO Advisory service in 12 weeks. We'll walk through what the service actually looks like in practice, how to build a monthly process you can run the same way with every client, where to find your first clients (you probably already know them), and how those conversations turn into signed engagements without ever feeling like a sales pitch.

You don't need a new credential or a C-suite title. If you understand financials and have the trust of business owners, you're already most of the way there. Over 1,000 accounting professionals have launched CFO Advisory practices through this system. This session will show you the roadmap they followed.

Learning Objectives

• Recognize the unmet need for CFO Advisory services among small business owners and why financial professionals are uniquely positioned to fill it
• Outline a structured monthly advisory process built around cash flow that works the same way with every client
• Identify three proven strategies for starting client conversations without cold outreach or an awkward sales pitch
• Evaluate a week-by-week roadmap for launching a CFO Advisory service alongside your current practice

Prerequisites

• None

Who Should Attend

Accountants, CPAs, Bookkeepers, Enrolled Agents