How to Start a CFO Service
Date/Time
5/1/2024
8:00 AM - 9:00 AM Central
8:00 AM - 9:00 AM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
This 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:
The CFO Project
Fields of Study:
Accounting
Major Topics:
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:
The CFO Project
Fields of Study:
Accounting
Major 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
Webinar
Outlook/vCalendar/Google
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| 5/1/2024 |    |
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