How to Start a CFO Service That Gets Real Results - v13 (Video) (Course Id 2191)

• Who is this course for?
  This course is designed for accountants and professionals seeking Continuing Professional Education (CPE) who are interested in expanding their practice through CFO and business advisory services.

• What is this course about or what problem does this course solve?
  The course addresses how accountants can start and deliver CFO services effectively, helping them meet the real expectations of business owners and grow their client base.

• How can the knowledge from this course be used?
  Participants can use the knowledge gained to launch and provide CFO services, determine client needs, set pricing, and efficiently deliver value to both new and existing clients.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips financial professionals with a practical system to diversify and enhance their service offerings, making them more valuable to clients and increasing potential revenue streams.

• When is this course relevant or timely?
  The course is especially timely now, as there is an increasing demand for CFO and advisory services among business owners, and it highlights why now is the right time to offer these services.

• How is a course like this consumed or used?
  This video-based, self-study course is accessed online and includes review questions and a final exam, with no additional materials or preparation required.

This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

In this Masterclass, attendees will learn:

• 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.

Video - NASBA QAS - Text - NASBA Registry - 2191

Course Learning Objectives

• 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

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

Chapter 1 Review Questions