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View Details/Register
CPA - small firm
CPA - medium firm
CPA - large firm
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
Lacey Harnar
Pathway CPA Group
CPA, CFO, Owner, and Founder
[email protected]
(678) 827-2365
Lacey Harnar is a CPA & Certified CFO with The CFO Project. As a CPA, she has experienced the stress and strain of many tax seasons. As someone who is passionate about intentionally designing her business and life so that each day brings joy and satisfaction, she knew a business built solely on tax work would not allow her to achieve her larger goals. As a CFO, she is not only able to achieve her business and life goals, she is able to help other business owners do the same.
- To receive CPE credit, you must register for the webinar before it starts.
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- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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