Webinar Details
Course Description

In this webinar, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
Learning Objectives
  • Identify the steps required to scale a firm sustainably
  • Recognize the stages of a firm’s growth and identify the steps needed to progress to the next stage.
  • Discover how to determine the differences between productized services and customized services as they pertain to scaling a business
  • Identify the systems that must be implemented into a business before it can scale.
  • 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, December 18, 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.

Sign Up For Our All-Access Pass:

Unlimited Access

12+ unique premium webinars each month and 680+ hours of on-demand self-study courses.

Save Time

CPE should be about learning, not wasting time searching all over for the right training.

Save Money

Complete your CPE requirements at one affordable price.

On-the-Go Learning

Learn at your own pace from your computer, tablet, or mobile device.


Our Partners