CPA to CFO (C68605)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

06/14/2025

Registration Open:

12:00 AM - 12:00 PM

Time:

12:00 PM - 1:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

1.00

Field(s) Of Study:

Accounting (1.00)

Level of Knowledge:

Basic

Price:

Member: $55.00
Nonmember: $75.00

Individual Discounts:

Not Available

Overview

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

  • 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

Highlights

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

  • 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&rsquo:s current offerings.

Speaker(s)

Prerequisites

None