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.

The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is anticipated to climb to an annual $10.5 trillion average by 2025. In the United States alone, the FBI received reports of 880,418 cybercrime complaints involving $10.4 billion in 2023.  Almost all of that cybercrime began with—and continues to start with—a social engineering concept known as “phishing.”

Certain business organizations, among which are those referred to as “financial institutions,” are charged by the FTC with taking particular steps to protect their customers’ financial information. Included in the category of financial institutions are professional tax preparers. Professional tax preparers normally maintain a significant amount of taxpayer information in various files—electronic and paper—that would be a treasure trove for cyber criminals.

In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime. Accordingly, it will examine cybercrime and will discuss:

• The extent of the cybercrime problem;
• The potential costs to a tax preparer whose taxpayer data have been breached;
• The best practices a tax preparer may implement to avoid becoming a cybercrime victim; and
• What a tax preparer should do if its taxpayer data has been breached.

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.

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.

The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is anticipated to climb to an annual $10.5 trillion average by 2025. In the United States alone, the FBI received reports of 880,418 cybercrime complaints involving $10.4 billion in 2023.  Almost all of that cybercrime began with—and continues to start with—a social engineering concept known as “phishing.”

Certain business organizations, among which are those referred to as “financial institutions,” are charged by the FTC with taking particular steps to protect their customers’ financial information. Included in the category of financial institutions are professional tax preparers. Professional tax preparers normally maintain a significant amount of taxpayer information in various files—electronic and paper—that would be a treasure trove for cyber criminals.

In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime. Accordingly, it will examine cybercrime and will discuss:

• The extent of the cybercrime problem;
• The potential costs to a tax preparer whose taxpayer data have been breached;
• The best practices a tax preparer may implement to avoid becoming a cybercrime victim; and
• What a tax preparer should do if its taxpayer data has been breached.

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.