Million Dollar Firm Masterclass
Free Masterclass for Accountants, CPAs, and Bookkeepers 
How to Build a Million Dollar Firm Through Advisory Services
Learn the five stages your firm needs to go through in order get to seven-figures in annual revenue.
In this free 1-hour Masterclass, you'll learn:

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.
Tuesday, March 26th
at 3p ET | 12p PT 

Your info is never shared with a 3rd party. We use your email and phone to communicate with you. If you enter your phone number, we'll send you SMS reminders regarding the Masterclass. You can opt-out at any time by typing the word "STOP". Message and data rates may apply.
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 
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FREE
Masterclass
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    DAYS
  • -
    HOURS
  • -
    MINUTES
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    SECONDS
 Tuesday, March 26th
 
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."
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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."
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Pierre Pinkerton (Jericho Business Advisors)
"CFO Project presentation WAS PHENOMENAL!!! Great info and clearly presented information compellingly explained."
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Scott Berry (Calculated Industries)
"Wow, what a great webinar. I learned valuable insight into marketing CFO services."
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Your Presenters
 Co-Founder of The CFO Project 
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind.

adam@thecfoproject.com | LinkedIn

 Co-Founder of The CFO Project 
Jeff Prager is a retired CPA, business owner, and entrepreneur for over 35 years. He's built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second-largest privately-owned home builder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.

jeff@thecfoproject.com | LinkedIn



About The Masterclass

Only 9% of all businesses make more than $1 million in annual revenue.

In this webinar, we're going to show firm owners how to be a part of this 9% club through offering advisory services.


Most firm owners are in what we call the ‘Accountant’s Trap’ - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients. At the same time, most accountants cannot raise their fees because there’s always another accountant (or software) willing to do the job for less.

This is a trap.

The best way to escape the trap is to offer something that your clients truly value: advice on having a growing and successful business.

If you can do that, you’ll not only escape the accountant’s trap, but you’ll also be able to sell all your other tax, accounting, or bookkeeping services (if you still want to).

We hope you join us for this action-packed hour where we’ll show you exactly how to build a million-dollar firm through advisory services.

In this masterclass, we’ll discuss…

  • How to scale your practice without going broke in the process.
  • How to know if you’re ready to scale your practice.
  • The types of team members needed in order to scale.
  • How to structure your team.
  • How to build a marketing machine that scales.
  • How to scale the delivery of your accounting, bookkeeping and CFO/advisory services.

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 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.
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CPE Details
Available Date: Click to see available date.

Cost: Free
CPE Credits: 1.0 hour
NASBA Field of Study: Business Management and Organization (1.0 hour)
Program Knowledge Level: Basic
Instructional Method: Group Internet based
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet Based
Learning Objectives:
  • Identify the steps to scale your practice without going broke in the process.
  • Recognize how to know if you're ready to scale your practice.
  • Recall the types of team members needed in order to scale.
  • Determine how to scale the delivery of your services.

Frequently Asked Questions:
  • To receive CPE credit, you must register for the course prior to the start of each program and login no later than the scheduled start time for the event. You must also answer the polling questions that will be asked throughout the presentation.
  • CPE is available to all eligible participants within 48 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The person who is logging in on behalf of the group cannot be someone who is also attending for CPE credits. CPAs can not self attest and so this person cannot be awarded credits.
  • The post-webinar email contains a link to instructions for the proctor letter.
  • For more information, see our CPE Administration Policies by clicking here.

TheCFOProject.org (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.

Click here for our CPE Administrative Policies

TheCFOProject.org 16531 E. Crestline Place, Centennial, CO 80015
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