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PRODID://NDCP//412132
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DTSTAMP:20260506T001811
VTIMEZONE:America/Chicago
DTSTART:20260227T143000Z
DTEND:20260227T153000Z
UID:412132
SUMMARY:How to Start a CFO Service
LOCATION:Webinar
DESCRIPTION:How to Start a CFO Service\n\n02/27/26 08:30 AM CST\n - 02/27/26 09:30 AM CST\Description:\nThis Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.
 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...
 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.Instructor:Adam LeanFields of Study:AccountingMajor Topics: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.\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:How to Start a CFO Service<br /><br />02/27/26 08:30 AM CST - 02/27/26 09:30 AM CST<br />Description:<br />This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services. <br />
<br />
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 />
Recognize what business owners are looking for in a CFO/business advisor.<br />
Identify the steps required to start and offer a CFO service to business clients.<br />
Recall a proven 6-step system to conduct a CFO service that gets results.<br />
Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.<br><br><b>Instructor:</b><br>Adam Lean<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;"><div><p>The major topics that will be covered in this course include:</p><ul><li>What business owners really want from a CFO/business advisory service (it's not what you think).</li><li>How to determine if you're qualified to provide CFO/business advisory services.</li><li>Why now is the right time to be providing CFO/business advisory services.</li><li>How to get new clients to your practice and how to approach existing clients.</li><li>Why clients need you and why you need them.</li><li>How much you should be charging for this type of service.</li><li>How to provide a CFO/business advisory service in the most efficient way possible.</li></ul></div></span><br />Location:<br />Webinar<br /><br />,  
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