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How to Double Your Firm’s Revenue Through Advisory Services

An Accountant’s Guide to Doubling Your Firm’s Revenue Through CFO and Advisory Services

Access Self Study

Learning Objectives

  • To discuss the number of advisory clients needed and appropriate fees to double your firm's revenue.
  • To explain the CFO and advisory services to better understand client needs and expectations.
  • To identify the most suitable type of CFO/advisory firm for your practice.
  • To inspect the essential systems required to integrate CFO/advisory services into your firm.
  • To analyze and develop strategies to transform your practice and increase revenue through productized CFO/advisory services.

Course Description

Are you tired of being stuck in The Accountant’s Trap, working for low fees and feeling burnt out on compliance work? Wondering how you can elevate your firm's revenue and break free from this cycle? Join our webinar and discover the secrets to doubling your firm's revenue through CFO and advisory services.

In this online webinar, we'll delve into essential topics to transform your practice and boost your revenue, including understanding the average revenue of accounting firms, determining the number of advisory clients needed, and setting appropriate fees for advisory services. Additionally, you'll learn how to define CFO and advisory services, identify what business owners truly desire from their advisors, and explore the three types of CFO/advisory firms.

This CPE Business Management course is designed for practice owners seeking to revolutionize their firms by offering productized CFO/advisory services. Whether you're struggling to raise your fees or feeling overwhelmed by transactional work, this course provides practical solutions to help you break free from The Accountant’s Trap and unlock your firm's potential for growth.

Key Topics:

  • The average revenue of most accounting firms
  • The number of advisory clients needed to double firm revenue
  • Pricing strategies for advisory services
  • Defining CFO and advisory services
  • Types of CFO/advisory firms

Live Webinar Qualifies For

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

Self-Study Webinar Qualifies For

  • 1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Adam Lean,

Chief Executive Officer (CEO), The CFO Project

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two 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.

Additional Information

Course Level

Basic

Credits

1

Instructional Method

  • Group Internet Based
  • QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Ratings and Review

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BE

Brandon Eades, CPA (US)

Great class! Our firm is an advisory firm, but not yet implementing the CFO services. I would love to lead this charge!

KM

Katelynn Monk, CPA (US)

Great webinar!

TW

Timothy Walch, CPA (US)

good seminar

JL

Joe Lampton, CPA (US)

GG

Graham Fielding
Graham Fielding, CPA (US)

Good info. Would have been good to eliminate some of the repetition and dive into some more specifics.

1 Credit

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Subject Area

Business Mgmnt and Org

Unlimited Access Plan

Access to 13000+ Hours of Continuing Education Approved Content Know More

Inclusions

  • Continuing Education Certificates for Multiple Qualifications.
  • Instant Certificates
  • Access on Mobile, Tablet and Desktop

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