This course is a one-hour training, called “How to Start a CFO Service”, to show accountants, CPAs, and bookkeepers how they can grow their practice this year through CFO and business advisory services.
The training offers a step-by-step guide detailing the services a client really wants, how to offer those services in a scalable fashion, and how accountants, CPAs, and bookkeepers can integrate those services into an existing practice (or create a new practice) to differentiate their business from their competitors.
Course Key Concepts: CFO, Outsourced CFO, Business Advisory, Fractional CFO, Chief Financial Officer, Bookkeeper, Accountant.
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Recognize what business owners are looking for in a CFO/business advisor.
- Identify the steps required to start and offer a CFO service to business clients.
- Discover a proven 6-step system to conduct a CFO service that gets results.
- Explore and determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.
Last updated/reviewed: March 23, 2024
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INTRODUCTION AND OVERVIEW
- Introduction to How to Start a CFO Service 3:26
- How to Escape the Accountant's Trap 8:14
- Qualification Determination for CFO Business Advisory 10:44
- How to get New Client and Approach Existing One 3:50
- Why Clients Needs You and You Need Them 4:06
- How to Provide CFO Business Advisory Service Efficiently 12:28
- Takeaways 13:10
CONTINUOUS PLAY
- CONTINUOUS PLAY 55:58
SUPPORTING MATERIAL
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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