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How to Double Your Firm's Revenue Through Advisory Services

HOW TO DOUBLE YOUR FIRM'S REVENUE THROUGH ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 7, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join this transformative webinar to learn how to double your accounting firm's revenue through CFO and advisory services. In this session, you will learn essential insights, including the average revenue benchmarks for firms, the number of advisory clients required to achieve your revenue goals, and the ideal pricing strategy for advisory services. Discover the core principles of CFO and advisory services, what business owners truly desire from their advisors, and the three distinct types of CFO/Advisory firms available.

Attendees will uncover effective tactics to secure clients willing to invest approximately $2,500 monthly in advisory services and gain insights into the vital systems needed for seamless integration. This webinar will equip you with the knowledge and tools to determine client targets, pricing models, and the right fit for your firm, propelling your accounting practice toward significant revenue growth. 

Learning Objectives:


  • Determine the number of advisory clients you'll need and the amount you should be charging to double your firm's revenue

  • Recall how to define CFO and advisory services

  • Determine which of the three types of CFO/Advisory firms is right for you

  • Identify the three systems you'll need to add a CFO/Advisory service to your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

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Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business. 

About Our Presenter

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TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through our exclusive membership program, we provide training, community, and support to accountants who have a heart for helping business owners improve their business.