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