Lead Your Clients to a Successful Business Why Better Reports Won't Get Them There

Your clients have access to better financial data than ever. So why do so many of them still have cash flow problems?

June 18, 2026 | 12:00 – 1:00 PM ET

Save My Seat

The Problem

Reports tell clients what already happened. They don't tell them what to do next.

It's not because you're missing a report. Have you ever felt one or more of these things about a client?

Their books are accurate and their reports are on time, but cash flow still isn't where it should be.

They nod through the monthly review, then go right back to running the business the same way.

You can see costs trending the wrong way or collections slowing down, but the engagement doesn't include the conversation that turns it into action.

You're the one who could lead them through it, but no one is paying you to do that.

You're delivering more value than you're being paid for, and you're not sure how to charge for it.

If this sounds like you, then this masterclass is for you.

The Reframe

The data is right. The frame is wrong.

Your clients don't need more reports. They need someone to actively lead them towards a successful business. As their CFO, you can translate their life goals — early retirement, getting their kids through college, opening that second location — into a set of targets on the drivers that actually move cash. You track them, forecast them, score them in plain language, and then tell the client exactly where to focus to help them achieve their goals.

That's what it looks like to actively lead a client to a better business, and it's the work most small business owners are starving for.

Learning Objectives

What you'll walk away with.

Masterclass

Lead Your Clients to a Successful Business

Understand the difference between reporting on cash flow and actively leading clients to a successful business, and why the second drives better outcomes.
Identify the signs that a small business client needs active guidance, not just better financial data.
Describe how a system-driven approach to CFO Advisory creates consistent, scalable results compared to ad hoc consulting.
Evaluate your own practice to determine where advisory services could add recurring revenue and deeper client impact.

Your Presenter

Meet your masterclass leader.

Dyanna Salcedo

CEO, The CFO Project

Dyanna Salcedo is the CEO of The CFO Project, bringing 20 years of leadership experience across Wall Street, growth-stage consumer brands, and the United States Army. Her superpower is helping organizations turn data into decisive action, a through-line that led her to The CFO Project, the premier training platform for accountants and CPAs ready to launch high-impact CFO Advisory practices.

Continuing Professional Education (CPE)

This masterclass is NASBA-approved and qualifies for CPE credit. Indicate your preference on the registration form and we’ll handle the rest.

Available Date

June 18, 2026 · 12:00 – 1:00 PM ET (1 CPE)

Cost: Free

CPE Credits: 1.0 hours

NASBA Field of Study: Business Management and Organization

Program Knowledge Level: Basic

Instructional Method: Group Internet Based

Delivery Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

The CFO Project (Sponsor ID #148330) 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.

The CFO Project · 16531 E. Crestline Place, Centennial, CO 80015

Ready to lead your clients to a better business?

One session. One hour. A clear path to the work your clients are already starving for.