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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
CFO Advisory Services: Transforming Your Practice and Career
Business Management and Organization

CFO ADVISORY SERVICES: TRANSFORMING YOUR PRACTICE AND CAREER

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Available Date(s)
Thursday, March 06, 2025: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner
Course Description

Are you tired of the tax season grind and longing for a more lucrative and balanced career path? In this session, attendees will explore the process of shifting from low-paying tax clients to high-earning CFO Advisory services. Participants will discover a wealth-boosting opportunity that could redefine their professional trajectory in just 12 months. Say farewell to the endless desk hours and hello to a rewarding, sustainable career that prioritizes health and well-being. 

Learning Objectives:


  • Identify the key benefits of transitioning from tax clients to CFO Advisory services, and differentiate between traditional tax services and CFO Advisory roles

  • Outline the concept of CFO Advisory services and its potential impact on income streams

  • Define a comprehensive timeline for transitioning your practice over a 12-month period

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Adam Lean

The CFO Project
Co-Founder
[email protected]

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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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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TheCFOProject.com is a leader in training accountants on offering a CFO service that helps them have a growing and more profitable business. Through their exclusive membership program, they provide training, community, and support to accountants who have a heart for helping business owners improve their business.