According to the SBA, 50% of all small businesses never make it to their fifth birthday. Half! The half that failed all had bookkeepers, and they all had accountants. Yet, they still failed. Why is that? 

It’s because the job of an accountant is to record the past, not to help the business owner strategize. But what if you, as an accountant, could not only be your clients’ accountant but also their business advisor? Not only would you be able to increase your fee, but you would also be able to give your clients real strategic help to have a growing and more profitable business, which is what they care about. 

If you can help clients 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 webinar will show you how to do just that—give your clients real strategic help to have a growing and more profitable business by offering a CFO service. By the end of the webinar, you will know the exact steps to start a CFO service that gets real results for your clients. 

Learning Objectives: 

• Recognize why now is the right time to pitch your clients a business advisory service


• Determine how much you should be charging for a business advisory service 


• Practice how to approach your clients about this service (and get them to buy) 


• Identify how to provide a business advisory service in the most efficient way possible