How to Build a Million Dollar Firm Through Advisory Services - 08-October-2025 at 12pm ET (Course Id 2667)

In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

• How to scale your practice without going broke in the process.
• How to know if you’re ready to scale your practice.
• The types of team members needed in order to scale.
• How to structure your team.
• How to build a marketing machine that scales.
• How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.

NASBA QAS - NASBA Registry - 2667

Course Learning Objectives

• Identify the steps required to scale a firm sustainably
• Recognize the stages of a firm’s growth and identify the steps needed to progress to the next stage.
• Determine the differences between productized services and customized services as they pertain to scaling a business
• Recall the systems that must be implemented into a business before it can scale.

Upon completion of this course, participants will be able to do the following:

·       Identify the steps required to scale a firm sustainably

·       Recognize the stages of a firm’s growth and identify the steps needed to progress to the next stage.

·       Determine the differences between productized services and customized services as they pertain to scaling a business

·       Recall the systems that must be implemented into a business before it can scale.