Webinar Details
Course Description
Replace your tax clients with CFO Advisory clients - and transform your life in 12 months!
Learn how to replace your low-paying tax clients with high-paying advisory clients so you can make more money while working a lot less.
Imagine spending fewer hours chained to your desk during tax season and still making far more than your peers. While most accounting professionals are stuck in the grind, you could be on the fast track to earning a lot more through CFO Advisory services —without sacrificing your health or personal life.
Here's what you'll learn:
- The 8 reasons why you should make 2026 your last tax season.
- How to replace 100% of your income with CFO Advisory services.
- What, exactly, are CFO Advisory services.
- A timeline for replacing your tax income over the next 12 months.
Learning Objectives
- Please refer to the course description for the learning objectives.
Prerequisites
- None
Who Should Attend
Accountants, CPAs, Bookkeepers, Enrolled Agents
Advanced Preparation
None
Presenter Details
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Adam Lean
- CEO/Co-Founder, TheCFOProject.com
Adam Lean, Co-founder and CEO, The CFO Project
Adam Lean is a former accountant turned two-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to help them make more money and gain peace of mind. He currently leads The CFO Project, a mentorship and training company that equips accountants, CPAs, bookkeepers, and Enrolled Agents with the skills to offer outsourced CFO and business advisory services. The CFO Project has over 450 financial professionals committed to growing their firms through high- value advisory services.
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
Make 2026 Your Last Tax Season
Sponsored by The CFO Project
- Jan 13, 2026
- 2:00 PM EST
- Credits: 1.00
FREE
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