This Masterclass is a one-hour training exclusively for employed accountants and bookkeepers. Start a business on the side offering CFO Advisory services to small businesses! Designed exclusively for accountants and CPAs, this class focuses on how you can use your knowledge and experience to start an advisory service in your spare time. By providing a service that your clients really want, you can supplement your income by upwards of $6k per month working only 4 hours per client
with only 3 clients. We'll cover the systems you need to start your own advisory service including how to package, price and market your business. 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...
Identify what a CFO/Advisor does
Determine whether you're qualified to provide CFO/Advisory services
Recognize how to make $6k on the side per month with just 3 clients
Package, price and market your CFO/Advisory services
Deliver an advisory service in less than 4 hours per month per client
Major Topics
The major topics that will be covered in this course include:
The systems you need to start your own advisory service.
Information on how to package, price and market your business.
Transforming accounting knowledge into expertise you can sell.
CPE Credits Available
1 CPE Credit
1
Accounting
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Accounting & Auditing
Advisory Services
Business and Industry
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, and enrolled agents.
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