The CFO Project x Pronto Tax School

Free Masterclass for Tax Consultants/Preparers, Accountants, CPAs, and Bookkeepers 

How to Start a CFO Advisory Service

Grow your practice through CFO Advisory services. 

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

  • How to escape the Accountant's Trap.
  • What business owners really want from a CFO Advisory service (it's not what you think).
  • How to determine if you're qualified to provide CFO Advisory services.
  • How to provide CFO Advisory services in the most efficient way possible.
  • Why advisory services are the key to growing your firm.
  • How you can offer advisory services even with no prior experience.
  • How to position and sell advisory services to your existing clients.

Wednesday, September 25th
at 2p ET | 11a PT 

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This masterclass is NASBA approved and qualifies for 1.0 CPE credit hour. Click here to see the CPE details.

Your Presenters

 Adam Lean
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
 Andy Frye
Founder and CEO of Pronto Tax School
Andrew Freiburghouse, known as “Andy Frye” in Tax World, is a third-generation tax business entrepreneur, Enrolled Agent, and Friend to Tax Professionals Everywhere who serves as CEO, CFO, and Primary Product Creator at Pronto Tax School, Inc.
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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:
  • 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

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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