Date/Time
3/3/2026
4:00 PM - 5:00 PM Central
4:00 PM - 5:00 PM Central
Course Registration
Credits
1 Credits
Event Type(s)
Webinars
Event Description
This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses!
Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.
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 what a CFO/Advisor does
Determine whether you're qualified to provide CFO/Advisory services
Recognize how to make $6k on the side per month with just 3 clients
Package, price and market your CFO/Advisory services
Deliver an advisory service in less than 4 hours per month per client
Instructor:
Adam Lean
Fields of Study:
Accounting
Major Topics:
Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client - with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business.
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 what a CFO/Advisor does
Determine whether you're qualified to provide CFO/Advisory services
Recognize how to make $6k on the side per month with just 3 clients
Package, price and market your CFO/Advisory services
Deliver an advisory service in less than 4 hours per month per client
Instructor:
Adam Lean
Fields of Study:
Accounting
Major Topics:
The major topics that will be covered in this course include:
- The systems you need to start your own advisory service.
- Information on how to package, price and market your business.
- Transforming accounting knowledge into expertise you can sell.
Location
Webinar
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| 3/3/2026 |    |
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