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.

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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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