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How To Build a Million Dollar Firm Through Advisory Services


This session is for small to mid-sized CPA firms. The content is NOT suitable for non-owners/managers, firms without business clients, or anyone in non-CPA firms. Please ONLY register if you are an owner of a CPA firm with business clients.
Cost Free
Presentation Length 1.0 hour

Recorded DateMay 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Most firm owners fall into the "accountant’s trap," where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. At the same time, most accountants can't raise their fees because there’s always someone else willing to do the job for less.

The best way to escape that trap is to offer something that your clients truly value: advice on creating a growing and successful business. If you can do that, you’ll not only escape the accountant’s trap, but you’ll open the door to sell other tax, accounting, and bookkeeping services. 

In this webinar, we’ll show firm owners how they can build a firm that generates at least $1 million in annual revenue through advisory services. Only 9% of all businesses make more than $1 million in annual revenue; in this webinar, we're going to show firm owners how to be a part of this 9% club through advisory services.

Learning Objectives:

  • Identify methods to scale your practice without going broke in the process

  • Recognize how to tell if you’re ready to scale your practice

  • Define the types of team members needed in order to scale

  • Evaluate how to structure your team

  • Recall how to build a marketing machine that scales

  • Evaluate how to scale the delivery of your accounting, bookkeeping, and CFO/advisory services

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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.