Content Provider
Cfoproject logo
Sponsored by
Nsbcpa logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Cpe webinars
How to Start a CFO Service That Gets Real Results


Cost $10.00
Presentation Length 1.0 hour

Recorded DateJune 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

According to the SBA, 50% of all small businesses never make it to their fifth birthday. Half! The half that failed all had bookkeepers; they all had accountants. Yet, they still failed. Why is that? Because the job of an accountant is to record the past—not to help the business owner strategize.

What if you, as an accountant, could not only be your clients’ accountant but also their business advisor? Not only will you be able to increase your fee, but you’ll also be able to give your clients real strategic help towards having a growing and more profitable business…which is what they care about.

If you can help clients do the thing they care about (having a growing and more profitable business), you’ll be able to increase your income by commanding higher fees and by retaining clients longer.

This webinar will show you how to do just that—give your clients real strategic help towards having a growing and more profitable business by offering a CFO service. By the end of the webinar, you will know the exact steps to start a CFO service that gets real results for your clients. 

Learning Objectives: 

  • Outline 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 

  • Summarize 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

Not logged
Cfoproject logo

Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

Cfoproject logo

Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business. 

About Our Sponsor

Nsbcpa logo

The mission of the National Society of Black Certified Public Accountants, Inc. ("NSBCPA") is to increase the number of Black CPAs by providing the most relevant knowledge, resources, and advocacy; and to promote cultural competence, diversity, and inclusion within the profession.

Less than 1% of all CPAs in the United States are Black CPAs. Black CPAs are by far the most underrepresented group within the CPA profession. With this in mind, the NSBCPA was founded in June 2020 in the State of Illinois as a membership non-profit organization.