Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

How to Start a CFO Service That Gets Real Results (Video) (Course Id 2008)

QAS / Registry
  Add to Cart 
Author : Adam Lean, Accountant, Entrepreneur, Author
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 2008

Description :

According to the SBA, 50% of all small businesses never make it to their fifth birthday.


The half that failed all had bookkeepers. They all had accountants. And, yet, they still failed.

Why is that?

Because the job of an accountant is to record the past. Not to help the business owner strategize.

What if you, as an accountant, could not only be your clients’ accountant but also their business advisor?

Not only will you be able to increase your fee, you’ll be able to give your clients real strategic help to having a growing and more profitable business…

…which is what they care about.

If you can help them do the thing they care about (having a growing and more profitable business) you’ll be able to increase your income by commanding higher fees and by retaining clients longer.

This course will show you how to do just that – give your clients real strategic help to having a growing and more profitable business by offering a CFO service.

By the end of the course, you will know the exact steps to starting a CFO service that gets real results for your clients.

Usage Rank : 0
Release : 2022
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 10-Jun-2022
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - 2008

Keywords : Business Management & Organization, How, Start, CFO, Service, Gets, Real, Results, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • To understand what business owners are looking for in a CFO/business advisor
  • To identify the steps required to start and offer a CFO service to business clients
  • To learn a proven 6-step system to conduct a CFO service that gets results
  • To determine the steps needed to sell the CFO service to new clients and to upsell to existing clients
Course Contents :

Chapter 1 - How to Start a CFO Service That Gets Real Results

Chapter 1 Review Questions

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?