This webinar is designed to empower accountants and CPAs to leverage their knowledge and experience to start an advisory service alongside their primary accounting practice. By providing a unique service tailored to clients' needs, savvy practitioners can supplement income by upwards of $6k per month with just 4 hours per client and a minimum of 3 clients.
This webinar will cover the systems needed to start an advisory service including how to package, price and market this business.
Learning Objectives:
- Identify the role of a CFO/Advisor
- Evaluate if you're qualified to provide CFO/Advisory services
- Recognize how to use this business to supplement $6,000 per month with just 3 clients
- Evaluate how to package, price, and market CFO/Advisory services
- Outline how to deliver an advisory service in less than 4 hours per month per client
Jeff Prager
The CFO Project
Co-Founder
[email protected]
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 Presenter
TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through their exclusive membership program, they provide training, community, and support to accountants who have a heart for helping business owners improve their business.
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