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Thursday, February 27, 2025 Live Webcast

CPA to CFO (X2-50701)

10:30 AM - 11:30 AM EST
webcast

Vendor Platform

1 CPE Credits in AA

OVERVIEW

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future! Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service.

DESIGNED FOR

Accountants, CPAs, bookkeepers, and enrolled agents.

BENEFITS

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

  • Identify exactly what a CFO/Advisor does
  • Determine if you're qualified to provide CFO/Advisory services
  • Replace your income with just advisory clients
  • Package and price your advisory services
  • Combine tax and advisory services (if you still want to offer tax)
  • Deliver an advisory service in a way that keeps clients coming back for more

HIGHLIGHTS

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

  • The steps necessary to effectively transform a tax or accounting practice into an advisory service.
  • What it means to be a CFO/advisor to small-to-medium sizes businesses.
  • What qualifications are necessary to offer an advisory service.
  • How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This webinar is hosted by NJCPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information. If you do not receive this email you can contact CPA Crossings, LLC at (877) 370-2220.

INSTRUCTOR

Lacey Harnar

Lacey Harnar

PRICING

$45.00 - Member

$55.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 27 at 10:00 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

CPA Crossings