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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.

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

This course is a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of a business plan, market entry strategies, organization and management, financing, internet marketing, software, and critical factors for small business owners and entrepreneurs.

How to Organize and Run a Small Business - v12 (8 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)
A/B
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 a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of a business plan, market entry strategies, organization and management, financing, internet marketing, software, and critical factors for small business owners and entrepreneurs.

How to Organize and Run a Small Business - v12 (8 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)
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 a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of a business plan, market entry strategies, organization and management, financing, internet marketing, software, and critical factors for small business owners and entrepreneurs.

How to Organize and Run a Small Business - v12 (8 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)
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 a primer for aspiring small business owners and entrepreneurs. The course explores step-by-step procedures necessary to set up and manage a small business. Topics include the development of a business plan, market entry strategies, organization and management, financing, internet marketing, software, and critical factors for small business owners and entrepreneurs.

How to Organize and Run a Small Business - v12 (8 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)
Course Details

How to Start a CFO Service That Gets Real Results - v13 (Video) (Course Id 2191)

QAS / Registry
This is a Course Preview, to take the course please select or purchase the course and click one of the Take Course icons on your My Courses page.

  Add to Cart 
Author : Adam Lean, Accountant, Entrepreneur, Author
Course Length : Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Business Management & Organization - Business Management & Organization for Course Id 2191
Description :

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.
Usage Rank : 32143
Release : 2023
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
What Does a Chief Financial Officer (CFO) Do?
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 20-Jan-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 - Text - NASBA Registry - 2191
Keywords : Business Management & Organization, How, Start, CFO, Service, Gets, Real, Results, v13, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • 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
  • Recall a proven 6-step system to conduct a CFO service that gets results
  • Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients
Course Contents :

Chapter 1 - How to Start a CFO Service That Gets Real Results

Chapter 1 Review Questions
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