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An Accountant’s Guide to Doubling Your Firm’s Revenue Through CFO and Advisory Services
Published
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:
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.
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.
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
15 Ratings
Excellent
9
Very Good
6
Average
0
Poor
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BE
Mar 15th, 2024
Great class! Our firm is an advisory firm, but not yet implementing the CFO services. I would love to lead this charge!
JS
Mar 18th, 2024
mostly sales pitch but true. higher fee, higher value, more time and better practice
NK
Mar 22nd, 2024
this is my business plan
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