If you're looking for ways to expand the scope of your practice, we have what you're looking for. "How to Start a CFO Service" is a one-hour training program by The CFO Project designed to show you everything you need to know about adding CFO and business advisory services into the mix.
The training offers a step-by-step guide detailing the services your clients really want, how to offer those services in a scalable fashion, and how accountants, CPAs and bookkeepers can integrate them into their existing practice—or create a new one.
If you're looking to differentiate yourself from the competition, this program is for you.
The one-hour program covers:
- How to get new clients to your practice.
- How to approach your existing clients about this service (and get them to buy)
- 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
The training is for accountants, CPAs and bookkeepers with a burning desire to help business owners succeed who also meet one or more of the following criteria:
- The practice has clients who are asking for this type of service—even if they don’t know it. Many business clients already seek financial and strategic guidance from their accountants and bookkeepers, who lack advisory expertise.
- The practice has clients who get a deer-in-the-headlights look when faced with monthly financial reports. Clients don’t want raw numbers, they want the numbers explained to them by people they trust.
- The practice is looking for a way to increase revenue and cash flow. Clients see tax compliance and bookkeeping and a commodity and they do not want to pay a premium for it.
- The practice is looking for a way to differentiate itself from its competitors. There are many, many firms out there all of whom provide the same bookkeeping and compliance work at similar rates.
The way to get ahead is not by adding fees or working longer hours, it is by finding new ways to grow your practice. By transforming your business into an advisory service, you can deliver more options to your clients.
In addition, the training is NASBA-approved and qualifies for 1.0 CPE credit hour.
To register for the "free" class, CLICK HERE.
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