New
CPA to CFO
Monday, April 28, 2025
10:30-11:30 a.m. Central
1 CPE (1 technical)
Course code: 25WX-0426
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
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.
Major subjects
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The steps necessary to effectively transform a tax or accounting practice into an advisory service
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What it means to be a CFO/advisor to small-to-medium sizes businesses
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What qualifications are necessary to offer an advisory service
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How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings
Learning objectives
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Identify exactly what a CFO/Advisor does
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Determine if you're qualified to provide CFO/Advisory services
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Replace your income with just advisory clients
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Package and price your advisory services
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Combine tax and advisory services (if you still want to offer tax)
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Deliver an advisory service in a way that keeps clients coming back for more
Who should take this program?
- Accountants, CPAs, bookkeepers, and enrolled agents
Pricing
|
Standard Member Fee |
$55.00
|
 Standard Nonmember Fee |
$55.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$55.00
(Standard Nonmember Fee).
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