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Free cpe webinars
How to Start a CFO Service That Gets Real Results


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 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 would you be able to increase your fee, but you would also be able to give your clients real strategic help to having a growing and more profitable business, which is what they care about.

If you can help them 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 to 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:

  • Recognize 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

  • Recall 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 

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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.

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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

Cfoproject logo is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through our exclusive membership program, we provide training, community, and support to accountants who have a heart for helping business owners improve their business.