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How to Start a CFO Service That Gets Real Results

  • CPA (CA)
  • CMA
  • CPA (US)
How to Start a CFO Service That Gets Real Results

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Nov 29, 2021 | 09:00 AM EST View Details

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Nov 29, 2021 | 09:30 AM EST View Details

Accounting & Tax Implications of Credit Losses

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Nov 29, 2021 | 09:30 AM EST View Details

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Nov 29, 2021 | 09:30 AM EST View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(17)

Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

(11)

Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)

(137)

Nov 29, 2021 | 10:00 AM EST View Details

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Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services

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Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents

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Nov 29, 2021 | 10:30 AM EST View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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Nov 29, 2021 | 11:00 AM EST View Details

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Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

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. 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 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 the CPE course, you will know the exact steps to start a CFO Service that gets real results for your clients.

Learning Objectives

  • To analyze 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 discuss 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.

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA