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Free cpe webinars
How to Grow Your Practice Through Advisory Services

HOW TO GROW YOUR PRACTICE THROUGH ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 22, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

According to the SBA, 50% of all small businesses never make it to their fifth birthday. Half! The half that failed all had bookkeepers, and they all had accountants. Yet, they still failed. Why is that? 


It’s because the job of an accountant is to record the past, not to help the business owner strategize. But what if you, as an accountant, could not only be your clients’ accountant but also their business advisor? Not only would you be able to increase your fee, but you would also be able to give your clients real strategic help to have a growing and more profitable business, which is what they care about. 

If you can help clients do the thing they care about (having a growing and more profitable business), you’ll be able to increase your income by commanding higher fees and by retaining clients longer. This webinar will show you how to do just that—give your clients real strategic help to have a growing and more profitable business by offering a CFO service. By the end of the webinar, you will know the exact steps to start a CFO service that gets real results for your clients. 

Learning Objectives: 


  • Recognize why now is the right time to pitch your clients a business advisory service

  • Determine how much you should be charging for a business advisory service 

  • Practice how to approach your clients about this service (and get them to buy) 

  • Identify how to provide a business advisory service in the most efficient way possible 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

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Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business. 

About Our Presenter

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TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through our exclusive membership program, we provide training, community, and support to accountants who have a heart for helping business owners improve their business.