Rapid changes in technology are automating processes at light speed. The ease of client access to data and real time information are causing firms to discover more creative ways to add value to their clients businesses. Firms are looking to add additional revenue sources, increase profitability and have an offering that fits smoothly into their current framework and skill sets.
Developing an outsourced or remote CFO Program is becoming a central part of successful practices. In this session, with Thought Leader Leslie Shiner, you will learn how to help your clients by creating a program to review their numbers on a monthly basis. Understand the valuable conversations you should be having, and determine recurring revenue opportunities.
You can set an agenda to delve into business coaching - improving their process and profitability. Explore other CFO duties, including analysis of gross margin, pricing, payroll and benefit management, and more.
· First steps to creating a successful program
· Create recurring revenue opportunities
· Find the need, fill the need
· Improve process and profitability
Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm providing top-level financial and management consulting helping businesses maximize profits and gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits
Ms. Shiner firmly believes training and education is instrumental in the growth and success of any business. She is the author of numerous publications including “A Simple Guide to Turning a Profit as a Contractor.”
Ms. Shiner’s post-graduate education focused on Finance and Accounting culminating in an MBA from U.C. Berkeley. She is honored as a CPA Practice Advisor Thought Leader and is a Certified Advanced QuickBooks ProAdvisor and Sage Certified Consultant. She frequently speaks at industry conferences and continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining.