Description
This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!
Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We 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.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objective
After attending this presentation, you will be able to...Identify exactly what a CFO/Advisor doesDetermine if you're qualified to provide CFO/Advisory servicesReplace your income with just advisory clientsPackage and price your advisory servicesCombine tax and advisory services (if you still want to offer tax)Deliver an advisory service in a way that keeps clients coming back for more
Credit Types
- Accounting: 1
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Rebroadcast - General (1 hour) | Members | $60.00 |
| Rebroadcast - General (1 hour) | Non Members | $175.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.