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This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

In this Masterclass, attendees will learn:

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.

How to provide a CFO/business advisory service in the most efficient way possible.

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This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas.  Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making.

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In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
How to Build a Million Dollar Firm Through Advisory Services (Video) (1 Hrs)

The success of every finance function hinges on the competency of its employees. All the best financial technology and processes that money can buy will not be enough to overcome a deficiency in people. Companies that use competency assessment enjoy lower employee turnover, higher employee performance and increased sales and profits. A competency assessment framework will improve self-managing your own career and/or manage your finance team more effectively.

Competency Assessment for the Office of the CFO (Video) (1 Hrs)
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Suggested Courses

This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

In this Masterclass, attendees will learn:

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.

How to provide a CFO/business advisory service in the most efficient way possible.

How to Start a CFO Service That Gets Real Results - v13 (Video) (1 Hrs)

This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas.  Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making.

Understanding and Managing Organizational Behavior - v13 (14 Hrs)

This course provides an overview on the basic concepts and tools of business. Every functional aspect of business is covered. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business.

Business Essentials: Concepts and Tools - v12 (8 Hrs)

In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
How to Build a Million Dollar Firm Through Advisory Services (Video) (1 Hrs)

The success of every finance function hinges on the competency of its employees. All the best financial technology and processes that money can buy will not be enough to overcome a deficiency in people. Companies that use competency assessment enjoy lower employee turnover, higher employee performance and increased sales and profits. A competency assessment framework will improve self-managing your own career and/or manage your finance team more effectively.

Competency Assessment for the Office of the CFO (Video) (1 Hrs)
Recent Searches
No recent searches found.
Similar Courses

This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

In this Masterclass, attendees will learn:

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.

How to provide a CFO/business advisory service in the most efficient way possible.

How to Start a CFO Service That Gets Real Results - v13 (Video) (1 Hrs)

This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas.  Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making.

Understanding and Managing Organizational Behavior - v13 (14 Hrs)

This course provides an overview on the basic concepts and tools of business. Every functional aspect of business is covered. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business.

Business Essentials: Concepts and Tools - v12 (8 Hrs)

In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
How to Build a Million Dollar Firm Through Advisory Services (Video) (1 Hrs)

The success of every finance function hinges on the competency of its employees. All the best financial technology and processes that money can buy will not be enough to overcome a deficiency in people. Companies that use competency assessment enjoy lower employee turnover, higher employee performance and increased sales and profits. A competency assessment framework will improve self-managing your own career and/or manage your finance team more effectively.

Competency Assessment for the Office of the CFO (Video) (1 Hrs)
Suggested Courses

This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.

In this Masterclass, attendees will learn:

  • What business owners really want from a CFO/business advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO/business advisory services.
  • Why now is the right time to be providing CFO/business advisory services.
  • How to get new clients to your practice and how to approach existing clients.
  • Why clients need you and why you need them.
  • How much you should be charging for this type of service.

How to provide a CFO/business advisory service in the most efficient way possible.

How to Start a CFO Service That Gets Real Results - v13 (Video) (1 Hrs)

This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas.  Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making.

Understanding and Managing Organizational Behavior - v13 (14 Hrs)

This course provides an overview on the basic concepts and tools of business. Every functional aspect of business is covered. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business.

Business Essentials: Concepts and Tools - v12 (8 Hrs)

In this course, we’ll show firm owners how they can build a firm that generates at least $1 Million in annual revenue through advisory services.

Attendees will learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
How to Build a Million Dollar Firm Through Advisory Services (Video) (1 Hrs)

The success of every finance function hinges on the competency of its employees. All the best financial technology and processes that money can buy will not be enough to overcome a deficiency in people. Companies that use competency assessment enjoy lower employee turnover, higher employee performance and increased sales and profits. A competency assessment framework will improve self-managing your own career and/or manage your finance team more effectively.

Competency Assessment for the Office of the CFO (Video) (1 Hrs)
Course Details

Creating Value (Video) (Course Id 1805)

QAS / Registry
  Add to Cart 
Author : Frank Castillo, CPA, Author, Speaker
Course Length : Pages: 3 ||| Review Questions: 5 ||| Final Exam Questions: 8
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 1805
Description :

Value!…the holy grail of modern public accounting.   But how do we go from wearing a green visor to becoming our clients most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations during this session.
Usage Rank : 19000
Release : 2021
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Valuation Definition
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - NASBA Registry - 1805
Keywords : Business Management & Organization, Creating, Value, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After this course, you will be able to:
    1. Recall the advantages of a value billing approach.
    2. Identify ways CPAs can strengthen their relationships with clients.
    3. Recall detailed steps CPAs should take to implement a value based system for providing clients services.

Course Contents :

Chapter 1 - Creating Value

Chapter 1 Review Questions
Click to go to: Management CPE
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