Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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Webinar

New

CPA to CFO

Tuesday, May 27, 2025
Noon-1 p.m. Central
1 CPE (1 technical)

Course code: 25WX-0852
View pricing

Firm administrators: Please log in before starting the employee registration process.

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

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

Learning objectives

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

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.

Firm administrators: Please log in before starting the employee registration process.