This webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. Our presenter will explore what it means to be a CFO/Advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

In this webinar, accountants and CPAs will discover how to rely less on tax season and use their expertise to help business owners have a better future. This webinar is designed for CPAs but is also applicable to enrolled agents and accountants.

Learning Objectives:

• Identify what, exactly, a CFO/Advisor does


• Recognize how to know if you're qualified to provide CFO/Advisory services


• Evaluate how to replace your income with just advisory clients


• Outline how to package and price your advisory services


• Demonstrate how to combine tax and advisory services


• How to deliver an advisory service in a way that keeps clients coming back for more