Course Description

You don't have to burn down your day job to become a CFO Advisor. In fact, the smartest way to start is with your current paycheck still covering the bills. In this session, a practicing CFO Advisor shows how three small-business clients – each served about an hour a week – can generate a $72,000 annual run-rate in just 12 hours a month.

Attendees will see what a CFO Advisory service actually looks like in practice, why small business owners are actively looking for this kind of guidance, and how to build a real practice in the margins of your current career. You'll leave with a realistic picture of what year one can look like – and a clear view of your next step if you want to begin. 

Learning Objectives

• Describe what a CFO Advisory service includes and the monthly cadence it follows
• Calculate the revenue and time commitment of a three-client "starter" advisory practice
• Identify the small-business client profile best suited for advisory – and the ones to avoid while starting out
• Evaluate whether your current schedule, skillset, and risk tolerance support launching while employed

Prerequisites

• None

Who Should Attend

Accountants, CPAs, bookkeepers, and finance professionals.