Accountants, CPAs, bookkeepers, and enrolled agents.
Learning Objectives
After attending this presentation, you will be able to...
- Identify what a CFO/Advisor does
- Determine whether you're qualified to provide CFO/Advisory services
- Recognize how to make $6k on the side per month with just 3 clients
- Package, price and market your CFO/Advisory services
- Deliver an advisory service in less than 4 hours per month per client
Major Topics
The major topics that will be covered in this course include:
- The systems you need to start your own advisory service.
- Information on how to package, price and market your business.
- Transforming accounting knowledge into expertise you can sell.
