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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
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.
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.
Co-Founder, The CFO Project
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.
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.
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.
49 Ratings
AJ
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
Apr 28th, 2022
It was the okayest seminar ever!
RW
Apr 28th, 2022
Presentation was very smooth, no rough spots!
WK
Apr 27th, 2022
no comments
AB
May 9th, 2022
Overall interesting conversation on how to provide value added services and to get the series of yes's from your conversations with clients.
1 Credit
Subject Area
May 17, 2022 | 09:00 AM EDT
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May 17, 2022 | 10:00 AM EDT
May 17, 2022 | 11:00 AM EDT
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