CPA to CFO

Overview

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• The steps necessary to effectively transform a tax or accounting practice into an advisory service.
• What it means to be a CFO/advisor to small-to-medium sizes businesses.
• What qualifications are necessary to offer an advisory service.
• How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

Prerequisites

None

Designed For

Accountants, CPAs, bookkeepers, and enrolled agents.

Objectives

After attending this presentation, you will be able to...

• Identify exactly what a CFO/Advisor does
• Determine if you're qualified to provide CFO/Advisory services
• Replace your income with just advisory clients
• Package and price your advisory services
• Combine tax and advisory services (if you still want to offer tax)
• Deliver an advisory service in a way that keeps clients coming back for more

Preparation

None