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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):

11/21/2025

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...

  • Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue.
  • Recall how we define CFO and advisory services.
  • Determine which of the three types of CFO/Advisory firms is right for you.
  • Identify the three systems you'll need to add a CFO/Advisory service to your firm.

Highlights

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

  • The average revenue of most accounting firms.
  • The number of advisory clients you'll need to double your firm's revenue.
  • How much you should be charging for advisory services.
  • How we define CFO and advisory services.
  • What business owners really want from their advisor.
  • The three types of CFO/Advisory firms.
  • How to get clients to pay you approximately $2,500 per month for advisory services.
  • The three systems you'll need to add a CFO/Advisory service to your firm.

Speaker(s)

Prerequisites

None