How to Start a CFO Service (C66546)

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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):

02/07/2025

Registration Open:

12:00 AM - 4:00 PM

Time:

4:00 PM - 5:00 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...

  • 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.

Highlights

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.

Speaker(s)

Prerequisites

None