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Monday, December 9, 2024 Live Webcast

How to Double Your Firm's Revenue Through CFO and Advisory (X2-44436)

9:00 AM - 10:00 AM EST
webcast

Vendor Platform

1 CPE Credits in AA

OVERVIEW

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap.

DESIGNED FOR

Accountants, CPAs, bookkeepers, enrolled agents.

BENEFITS

After attending this presentation, you will be able to...

  • Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
  • Recall how we define CFO and advisory services.
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HIGHLIGHTS

The major topics that will be covered in this course include:

  • The average revenue of most accounting firms.
  • The number of advisory clients you'll need to double your firm's revenue.
  • How much you should be charging for advisory services.
  • How we define CFO and advisory services.
  • What business owners really want from their advisor.
  • The three types of CFO/Advisory firms.
  • How to get clients to pay you approximately $2,500 per month for advisory services.
  • The three systems you'll need to add a CFO/Advisory service to your firm.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Adam Lean

Adam Lean, CPA, ACC

PRICING

$45.00 - Member

$65.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 9 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings