How to Start a CFO Service That Gets Real Results

Course Description
Course Qualification
Presenter
FAQ

Course Description

According to the SBA, 50% of all small businesses never make it to their fifth birthday.

Half!

The half that failed all had bookkeepers. They all had accountants. And, yet, they still failed.

Why is that?

Because the job of an accountant is to record the past and not to help the business owner strategize.

What if you, as an accountant, could not only be your clients’ accountant but also their business advisor? Not only will you be able to increase your fee, but you’ll also be able to give your clients real strategic help to have a growing and more profitable business which is what they care about.

If you can help them do the thing they care about (having a growing and more profitable business) you’ll be able to increase your income by commanding higher fees and by retaining clients longer. This Online CPE webinar will show you how to do just that – give your clients real strategic help to have a growing and more profitable business by offering a CFO service.

By the end of this CPE/CPD business management webinar, you will know the exact steps to start a CFO service that gets real results for your clients.

Learning Objectives

To discuss what business owners are looking for in a CFO/business advisor.
To identify the steps required to start and offer a CFO service to business clients.
To explain a proven 6-step system to conduct a CFO service that gets results.
To determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.

Recommended For

This Online CPE course is recommended for CPAs, CMAs, CFEs, Accountants, CFOs, Business Owners, Business Managers, and other individuals who want to understand the steps to start a CFO service that gets real results for your clients.
This CPD webinar is also recommended for Canadian CPAs and other professionals who want to understand everything about CFO services.

Who Should Attend?

Business Owner
Certified Fraud Examiner
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
CFO/Controller
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
Young CPA

Course Qualification

Webinar Qualifies For

1 CPD Credit for Chartered Professional Accountant (CPA Canada)
1 CPE Credit for Certified Fraud Examiner (CFE)
1 CPE Credit for Certified Management Accountants (CMA)
1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookkeeper (ACCT./BK)
1 CPD Credit for Chartered Accountants - ICAEW
1 CPD Credit for Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Adam Lean

Co-Founder, 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.

About Company

The CFO Project

thecfoproject.org

The CFO Project is a financial management membership organization. We are accomplished CFOs that specialize in training financial professionals on providing high-quality CFO services to their clients as well as matching fractional CFOs to growing businesses.

Ready to transition from doing mundane compliance work to providing a great CFO service to your clients? Most financial professionals don’t have a proven process for delivering an effective business advisory service. In our membership, we offer One Clear Path for delivering a high-value CFO service that will allow you to get more leads, charge more per client and retain clients longer. Become a scalable CFO advisory service that commands higher fees, increases recurring revenues, and gains distinct competitive advantages in the marketplace.

Ready to get started? Join us at thecfoproject.org.

About Presenter

Jeffrey Prager

Co-Founder, The CFO Project

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.

About Company

The CFO Project

thecfoproject.org

Ready to get started? Join us at thecfoproject.org.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

49 Ratings

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Alison Jacobs, CPA (US)

Apr 28th, 2022

It was interesting. I can see how this would help CPA's that do this kind of work. I work for a private company so this wouldn't really help me a lot.

PWF