How to Start a CFO Service

Thursday, April 17, 2025
Webcast or Webinar, Online
9:00 AM - 10:00AM (opens at 8:30 AM) EST
1Credits
Accounting and Auditing

Registration is Open

Members
$55.00 Regular Price
Non-Members
$70.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 25/CX44428
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Accounting

Overview:

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.

Objectives:

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

  • Recognize what business owners are looking for in a CFO/business advisor.
  • Identify the steps required to start and offer a CFO service to business clients.
  • Recall a proven 6-step system to conduct a CFO service that gets results.
  • Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.

Major Topics:

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

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.
  • How to provide a CFO/business advisory service in the most efficient way possible.

Major Topics:

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

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.
  • How to provide a CFO/business advisory service in the most efficient way possible.

Designed For:

Accountants, CPAs, bookkeepers, and enrolled agents.

Prerequisites:

None