Complimentary for Members

May 16, 2025

Live Webcast

1 CPE

Build a Scalable (and Sellable) Firm Through Advisory Services

May 16, 2025
Live Webcast
1 CPE

Build a Scalable (and Sellable) Firm Through Advisory Services

  • Instructor

    Adam
    Lean

Attendees will learn how to incorporate CFO advisory into their firms in a way that makes them both scalable (increasing revenue without a significant rise in costs) and sellable (generating consistent revenue without dependence on the firm owner).

This topic is crucial for accountants looking to expand beyond compliance work into high-value advisory services. As the industry shifts, business owners are demanding more strategic financial guidance. This session will provide a roadmap for accountants seeking to grow their firms by offering CFO services.

Learning Objectives

  1. Identify the five stages each firm needs to go through to reach seven-figure revenue.
  2. Define what a productized CFO Advisory service is.
  3. Discover how to scale your team, marketing, and service delivery without financial strain.

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Provider

ASCPA

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