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Self-Study CPE
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
How to Double Your Firm's Revenue Through Advisory Services

HOW TO DOUBLE YOUR FIRM'S REVENUE THROUGH ADVISORY SERVICES

Available Date(s)
Wednesday, December 04, 2024: 3:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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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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. 

Additional Materials
Whitepaper
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.