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PRODID://NDCP//411995
BEGIN:VEVENT
DTSTAMP:20260505T211110
VTIMEZONE:America/Chicago
DTSTART:20260428T210000Z
DTEND:20260428T220000Z
UID:411995
SUMMARY:CPA to CFO
LOCATION:Webinar
DESCRIPTION:CPA to CFO\n\n04/28/26 04:00 PM CST\n - 04/28/26 05:00 PM CST\Description:\nThis Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!
 Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.
 This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives: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 moreInstructor:Lacey HarnarFields of Study:AccountingMajor Topics: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’s current offerings.\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:CPA to CFO<br /><br />04/28/26 04:00 PM CST - 04/28/26 05:00 PM CST<br />Description:<br />This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!<br />
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Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.<br />
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This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.<br><br><b>Objectives:</b><br>After attending this presentation, you will be able to...<br />
Identify exactly what a CFO/Advisor does<br />
Determine if you're qualified to provide CFO/Advisory services<br />
Replace your income with just advisory clients<br />
Package and price your advisory services<br />
Combine tax and advisory services (if you still want to offer tax)<br />
Deliver an advisory service in a way that keeps clients coming back for more<br><br><b>Instructor:</b><br>Lacey Harnar<br><br><b>Fields of Study:</b><br>Accounting<br><br><b>Major Topics:</b><br><br><span style="display:inline-block;margin-left:1em;"><p>The major topics that will be covered in this course include:</p><ul><li>The steps necessary to effectively transform a tax or accounting practice into an advisory service.</li><li>What it means to be a CFO/advisor to small-to-medium sizes businesses.</li><li>What qualifications are necessary to offer an advisory service.</li><li>How to find and convert leads and how to price and package services, including combining advisory services with the firm&rsquo;s current offerings.</li></ul></span><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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