CPA to CFO Masterclass
Free Masterclass Exclusively for CPAs and accountants
CPA to CFO
Rely less on tax season and use your expertise to help business owners have a better future.
In this free 1-hour Masterclass, you'll learn:

  • What, exactly, a CFO/Advisor does
  • How to know if you're qualified to provide CFO/Advisory services
  • How to replace your income with just advisory clients
  • How to package and price your advisory services
  • How to combine tax and advisory services (if you still want to offer tax)
  • How to deliver an advisory service in a way that keeps clients coming back for more
Tuesday, May 28th
at 3p ET | 12p PT 

By clicking the button above, I have read and agree to the Terms of Service and Privacy Policy of this site as well as the website’s use of cookies.
This masterclass is NASBA approved and qualifies for 1.0 CPE credit hour. Click here to see the CPE details.
See What This Training is All About 
settings
REGISTER NOW
FREE
Masterclass
  • 6
    DAYS
  • 23
    HOURS
  • 29
    MINUTES
  • 44
    SECONDS
Tuesday, May 28th
12:00 PM Pacific Time
1:00 PM Mountain Time
2:00 PM Central Time
3:00 PM Eastern Time

Testimonials
Rebecca Burk (Hydrometrics, Inc.)
"You two were great; thanks for the info on providing a quality CFO service. I will definitely be connecting with you to learn more in the future."
arrow_drop_down_circle
Divider Text
Veronica Wasek (VM Wasek CPA, LLC)
"Excellent presentation showing how accountants can provide CFO services. They showed how it is doable if you have a good system in place."
arrow_drop_down_circle
Divider Text
Pierre Pinkerton (Jericho Business Advisors)
"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."
arrow_drop_down_circle
Divider Text
Scott Berry (Calculated Industries)
"Wow, what a great webinar. I learned valuable insight into marketing CFO services."
settings
REGISTER NOW
Your Presenter
Lacey Harnar
Lead Trainer at The CFO Project
 
Meet Lacey Harnar, CPA & Certified CFO. 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.
About The Masterclass

Many CPAs and accountants are stuck in what we call The Accountant’s Trap. It’s where the you are trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work.

To make matters worse, you can’t raise your fees because there is always another accountant or bookkeeper willing to do the work for less.

Does this sound familiar? If so, this Masterclass is for you.

This Masterclass is for all CPAs and accountants who are looking to transform their practice by offering a productized CFO/Advisory service.

In this Masterclass we’ll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.


In this free 1-hour Masterclass, you'll learn:

  • What, exactly, a CFO/Advisor does
  • How to know if you're qualified to provide CFO/Advisory services
  • How to replace your income with just advisory clients
  • How to package and price your advisory services
  • How to combine tax and advisory services (if you still want to offer tax)
  • How to deliver an advisory service in a way that keeps clients coming back for more

We’ll also talk about some frequent objections that we hear. Things like…

My clients don’t need a CFO
You’re right, but they do need someone they trust to help them make more money. Whether you call yourself a CFO or something else almost doesn’t matter.

I’m not qualified to be a CFO
You may not be qualified to be Coca-Cola’s next CFO but you’re probably qualified to guide a business doing between $1mm and $10mm in annual revenue.

My clients can’t afford this
If someone wants something bad enough, they’ll afford it.

All I know is tax/accounting. I’ve never ran a business before.
You have two major things that most business coaches don’t have. Trust from business clients from the get-go and an understanding of the numbers. Most business coaches can’t even explain how the advice they give will effect cash flow.

I don’t really know how to sell this service.
This is tricky. You can’t go up to a client and pitch your CFO service. They don’t know what a CFO is, nor will they think their small business needs one. In our masterclass, we’ll show you how to pitch it to them in a way that gets them to take action.


settings
REGISTER NOW

Privacy Policy | Terms of Service

Copyright 2024 - The CFO Project LLC

[bot_catcher]