Course Description

This webinar offers a step-by-step guide detailing the services a client really wants, how to offer those services in a scalable fashion, and how accountants, CPAs, and bookkeepers can integrate those services into an existing practice (or create a new practice) to differentiate their business from their competitors.

It also covers:

• How to get new clients to your practice.
• How to approach your existing clients about this service (and get them to buy)
• How much you should be charging for this type of service.
• How to provide a CFO/business advisory service in the most efficient way possible

Learning Objectives

• Recognize how to provide a CFO/business advisory service in the most efficient way possible
• Identify how to get new CFO service clients in your practice.
• Recognize how to approach your existing clients about this service (and get them to buy)
• Discover how much you should be charging for this type of service.

Prerequisites

• None

Who Should Attend

Accountants, CPAs, and bookkeepers with a burning desire to help business owners succeed who also meet one or more of the following criteria:

• The practice has clients who are asking for this type of service – even if they don’t know it. Many business clients already seek financial and strategic guidance from their accountants and bookkeepers, who lack advisory expertise.
• The practice has clients who get a deer-in-the-headlights look when faced with monthly financial reports.  Clients don’t want raw numbers; they want the numbers explained to them by people they trust.
• The practice is looking for a way to increase revenue and cash flow. Clients see tax compliance and bookkeeping and a commodity, and they do not want to pay a premium for it.
• The practice is looking for a way to differentiate itself from its competitors. There are many, many firms out there all of whom provide the same bookkeeping and compliance work at similar rates.