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.
  • None
Who Should Attend

Accountants, CPAs, Bookkeepers, Enrolled Agents

Advanced Preparation


Presenter Details
  • Adam Lean
    • CEO/Co-Founder, TheCFOProject.com

    Adam Lean is the CEO and Co-Founder of TheCFOProject.com

    Adam is a former accountant turned 2-time entrepreneur who built, scaled, and sold multiple businesses. While helping other business owners he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
Wednesday, November 13, 2024

3:00 PM EST (see additional timezones)

  • 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.

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