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myCPE

How to Double Your Firm’s Revenue Through Advisory Services 1 Credit

Dec 24, 2024, 11:00 AM ET

How to Double Your Firm’s Revenue Through Advisory Services 1 Credit

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

  • Rating

    4.5
  • Published on

    March, 2024
  • Subject Area

    Business Mgmnt and Org

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
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  • Answer the polling questions
  • Get your certificate
Dec 24, 2024, 11:00 AM ET

Learning Objective

  • 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 Overview

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.

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

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.

Podcast Credits

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On Demand Credits

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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.

About Instructor

Adam Lean
Adam Lean

Chief Executive Officer (CEO), The CFO Project

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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.

Jeffrey Prager
Jeffrey Prager

Co-Founder, The.CFO.Project

  • 4.4
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Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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1,824 ratings

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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!

MR

Maria Rust, CPA (US)

Excellent Instructor

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Inclusions
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    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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