How to Start a CFO Service
Thursday, May 15, 2025
Noon-1 p.m. Central
1 CPE (1 technical)
Course code: 25WX-0692
View pricing
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.
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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What business owners really want from a CFO/business advisory service (it's not what you think)
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How to determine if you're qualified to provide CFO/business advisory services
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Why now is the right time to be providing CFO/business advisory services
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How to get new clients to your practice and how to approach existing clients
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Why clients need you and why you need them
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How much you should be charging for this type of service
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How to provide a CFO/business advisory service in the most efficient way possible
Learning objectives
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Recognize what business owners are looking for in a CFO/business advisor
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Identify the steps required to start and offer a CFO service to business clients
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Recall a proven 6-step system to conduct a CFO service that gets results
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Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients
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).
Members: Please
log in
to receive member fee.
Location
Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (1.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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