How to Build a Million Dollar Firm Through Advisory Services (Video) (Course Id 2233)

• Who is this course for?
  This course is designed for firm owners and professionals needing Continuing Professional Education (CPE), especially CPAs looking to scale their practices through advisory services.

• What is this course about or what problem does this course solve?
  The course addresses how firm owners can build a practice that generates at least $1 million in annual revenue by implementing scalable advisory services.

• How can the knowledge from this course be used?
  Participants can apply the course knowledge to scale their firms sustainably, structure effective teams, implement essential business systems, and create scalable marketing and service delivery strategies.

• Why is this course important to a CPA or Accountant?
  It equips accounting professionals with the skills to transition from traditional services to higher-value advisory roles, enhancing profitability and client value.

• When is this course relevant or timely?
  This course is particularly timely for professionals in 2024 and beyond who are looking to grow their practices amid increased demand for strategic financial guidance.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video with accompanying text, review questions, and a final exam, and can be completed entirely online at the learner’s pace.

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.

Video - NASBA QAS - Text - NASBA Registry - 2233

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.

Chapter 1 - How to Build a Million Dollar Firm Through Advisory Services

Chapter 1 Review Questions