Description
This Masterclass is a one-hour training to show accountants how they can grow their practice this year through CFO and business advisory services.
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...Recognize what business owners are looking for in a CFO/business advisor.Identify the steps required to start and offer a CFO service to business clients.Recall a proven 6-step system to conduct a CFO service that gets results.Determine the steps needed to sell the CFO service to new clients and to upsell to existing clients.
Credit Types
- Accounting: 1
Event Level:Basic
Event Code:WRX248425
Event Vendor:CPA Crossings, LLC
Fields of Study:Accounting
Other fields:
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.