April 6, 2026

Webinar

1 CPE

Webinar (CPA Crossings): How to Double Your Firm's Revenue Through CFO and Advisory🗓️

April 6, 2026
Webinar
1 CPE

Webinar (CPA Crossings): How to Double Your Firm's Revenue Through CFO and Advisory🗓️

  • Instructor

    Adam
    Lean

  • In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -
  • not to mention all the tech companies trying to get into our space. Does this sound familiar? If so, this webinar is for you. This course is for any practice owner looking to transform their practice
  • and double their revenue
  • by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

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

Major Topics

The major topics that will be covered in this course include:

  • The average revenue of most accounting firms.
  • The number of advisory clients you'll need to double your firm's revenue.
  • How much you should be charging for advisory services.
  • How we define CFO and advisory services.
  • What business owners really want from their advisor.
  • The three types of CFO/Advisory firms.
  • How to get clients to pay you approximately $2,500 per month for advisory services.
  • The three systems you'll need to add a CFO/Advisory service to your firm.

CPE Credits Available

1 CPE
1
Accounting

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services
  • Business/Practice Management

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Accountants, CPAs, bookkeepers, enrolled agents.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join

  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.