How to Grow Your Practice by Offering CFO/Business Advisory Services

Learning Objectives

• To explain what business owners truly desire from a CFO/business advisory service (and it's not what you might assume).
• To explore why the current moment presents an opportune time to offer CFO/business advisory services.
• To discover effective strategies for attracting new clients to your practice and approaching your existing client base.
• To determine the appropriate and competitive pricing structure for this specific type of service.

Course Description

Accountants, CPAs, and Bookkeepers often overlook one of their most valuable assets – trust. In the financial realm, trust is a cornerstone that forms the foundation of our relationships with clients. Our clients entrust us with their most sensitive and confidential information – their financial records.

Let's be honest; most clients don't fully grasp the scope of our work. They can't easily discern if we're doing an outstanding, average, or subpar job. Yet, they place their faith in our expertise and abilities.

The trust holds both logical and emotional power. Logically, clients see us as experts in handling numbers, a task they neither desire nor comprehend. Our credentials and experience lend us credibility in their eyes.

Business owners face a unique blend of fear, isolation, and overwhelm. Running a business is an emotional roller coaster ride. Yet, they often lack a reliable outlet for their concerns. Employees can't bear the burden, spouses may not comprehend the intricacies, and casual conversations rarely touch upon financial intricacies.

This is where your role as an accountant, CPA, or bookkeeper becomes pivotal. You're in possession of their trust – an invaluable asset in itself. What they truly desire is guidance, and a steady hand to navigate the complexities of their business endeavors and lead them toward growth and success.

Offering CFO or business advisory services aligns seamlessly with your skill set. You can elevate your role from a mere number cruncher to a strategic partner. By deciphering their financials and guiding them toward growth opportunities, you fulfill their longing for success.

So, if you sense the potential in offering CFO or business advisory services, we invite you to join us in our CPE Business Management session. Together, we'll unravel the transformative power of leveraging trust and expertise to lead businesses toward unparalleled success. 

Register today to embark on this enriching journey!

Overview

• "They want someone they trust"...

  6 mins
• 99% Of all Businesses are small

  14 mins
• One rule of thumb

  21 mins
• Our scalable system that gets results

  32 mins
• The program is for three groups

  42 mins